Results-driven professional with extensive experience in case management and client services. Skilled in maintaining accurate documentation, conducting assessments, and prioritizing tasks to enhance service delivery and support client needs.
Overview
28
28
years of professional experience
Work History
Retirement Benefits Case Manager
Fidelity Investments
Covington
08.2020 - 09.2025
Accurately maintained case records and documentation according to agency protocols.
Conducted initial assessments to ascertain client eligibility for various programs.
Managed caseloads efficiently, prioritizing timely documentation and reporting requirements.
Assisted clients in identifying and accessing available benefits.
Reservation Specialist
Delta Airlines
Cincinnati
02.2019 - 08.2020
Managed customer inquiries regarding reservations and travel arrangements.
Assisted customers in modifying or canceling existing bookings effectively.
Developed strong relationships with customers through excellent communication skills.
Demonstrated excellent communication skills both verbally and written when interacting with customers.
Supervisor of Warehouse (temporary position)
Endura Paint/Polyglass Coatings
Cincinnati
03.2018 - 10.2018
Enhanced productivity by managing daily operations and allocating resources effectively.
Established processes that ensured efficient workflow across the organization.
Compiled monthly reports for senior management detailing operational performance metrics.
Recruiting & Engagement Coordinator
Home Instead Senior Care
Ft. Mitchell
10.2017 - 03.2018
Coordinated care schedules for clients and caregivers to ensure timely service.
Communicated with families to provide updates on client care and services offered.
Trained new staff on company policies and caregiving best practices.
Organized community outreach events to promote services and connect with potential clients.
Recruited, hired and oriented departmental staff.
Administrative Assistant (temporary position)
Northern Kentucky Chamber Of Commerce
Ft. Mitchell
03.2017 - 10.2017
Facilitated effective business correspondence by responding to phone calls and emails promptly.
Composed various written materials, including letters, reports, and presentations for management.
Provided comprehensive administrative support to executive team, managing calendars and scheduling meetings.
Ensured efficient operation of office equipment, including printers, copiers, and fax machines.
Processed invoices for payment utilizing accounting software applications.
Utilized voice recorder and notepad to accurately transcribe meeting minutes.
Client Care Services Provider
Hebron Animal Hospital
Hebron
10.2015 - 03.2017
Executed daily duties with accuracy and efficiency.
Collaborated with diverse coworkers to achieve goals and resolve product-related issues.
Promptly identified customer needs to enhance service delivery.
Executive Administrative Assistant
Weltman, Weinberg & Reis
Cincinnati
07.1997 - 08.2013
Prepared and distributed meeting agendas, minutes, and follow-up communications efficiently.
Supported onboarding processes by scheduling training sessions and preparing necessary materials.
Composed correspondence, memos, presentations, and reports for executive staff as requested.
Managed incoming calls from internal and external customers, ensuring appropriate transfer and timely responses.
Created advanced spreadsheets in Excel utilizing formulas, macros, and pivot tables effectively.
Documented meeting notes accurately and disseminated to relevant personnel promptly.
Facilitated effective communication through organized preparation of meeting documents.