Allysa Santos
Norfolk
Summary
Dynamic and results-driven professional with a proven track record with previous employers, excelling in client relations and relationship building. Skilled in minimizing backlogs and enhancing client satisfaction, I leverage my adaptability and effective communication to drive success in fast-paced environments. An independent and self-motivated team player possessing client service skills and analytical abilities.
Overview
10
10
years of professional experience
Work History
Accountant
BOTH Inc.
01.2024 - Current
- Oversaw full accounting cycle and prepared applicable financial statements.
- Minimized internal accounting department backlogs by updating accounts and generating reports.
- Prepared monthly closing entries for multiple companies' books of records.
- Monitored balance sheets and income statements to evaluate financial performance.
- Gathered and organized data to analyze current industry trends.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed and maintained strong relationships with key clients to ensure satisfaction and loyalty.
Insurance Agent
Aflac
09.2023 - Current
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Assessed customer risk levels and recommended appropriate coverage options.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Receptionist & Administrative Assistant
Babcock Moore and Lambert
10.2019 - 07.2023
- Conducted research on various topics as requested by management.
- Scheduled appointments between clients and customers and internal staff members.
- Directed customer inquiries to appropriate department personnel.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Composed, edited and typed complex memos and reports with job-related software.
- Handled multiple phone lines and various schedules.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Resolved customer problems and complaints.
Receptionist & Technician
Essentialye Eye Care
01.2015 - 01.2018
- Greeted incoming patients and customers professionally and provided friendly, knowledgeable assistance.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Corresponded with patients through email, telephone, or postal mail.
- Facilitated seamless transitions between optometry office visits by efficiently handling paperwork, payments, and insurance verification processes.
- Improved patient satisfaction by conducting thorough pre-testing and accurate measurements for glasses and contact lenses.
Education
Associate of Science - Health And Business Administration
Old Dominion University
Norfolk, VA05-2027
Skills
- Ability to adapt
- Financial analysis
- Effective communication
- Quick Learner
- Customer service
- Relationship building
- Critical thinking
- Accounting and bookkeeping
- Multitasking Abilities
- Microsoft Programs
- CRM software proficiency
Timeline
Accountant
BOTH Inc.
01.2024 - Current
Insurance Agent
Aflac
09.2023 - Current
Receptionist & Administrative Assistant
Babcock Moore and Lambert
10.2019 - 07.2023
Receptionist & Technician
Essentialye Eye Care
01.2015 - 01.2018
Associate of Science - Health And Business Administration
Old Dominion University
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