Krista Juel

Krista Lin Juel Telephone:- •- Resourceful and knowledgeable professional, offering key credentials and strengths in administration, business support operations, bookkeeping, and personal assisting. Qualified and meticulous, offering the ability to virtually manage administrative operations, coordinate personal support activities, and provide high-level services. Possesses exceptional analytical, organization, time management, negotiation, problem solving and interpersonal communication skills. Mature and stable professional who excels during challenges. professional experience Insurance Client Service Agent 11/21 – 2/22 McGriff Insurance / Truist Remote Processed commercial WC and GL audits; utilized Sagitta and CCDM to communicate and submit commercial audits to the servicer and other parties; licensed P&C agent. Claims Service Specialist 11/21 – 11/21 Allstate Remote Processed non-complex, non-technical claim related activities within established quality, productivity and process standards on specific losses as directed by management or a claim adjuster. Verification Advocate 09/21 – 10/21 Carvana Remote Guided customers through their vehicle financing process, collected documents necessary for purchase completion, while also protecting against data breaches and fraudulent activity. Senior Customer Success Manager 4/19 – 8/21 FloodSimple Remote Processed and reviewed flood insurance claims utilizing Adobe Acrobat DC and Dropbox; provided support to insured, agents and lenders via email and phone to update quotes/binders and answer various questions. Independent Contractor 2/03 – 04/19 Various Clients Listed Below Remote Provided high-level remote, administrative support to various. Projects Include: Reviewed jobs and formatted job descriptions to ensure consistency and create unique short descriptions. Researched applicable websites to collect additional info; Used PitchBox to to track and send emails. Worked within team to answer customer emails; Utilized Infusionsoft and HelpScout to implement support for customers. Updated billing and subscription for customers. Designed and built lead generating emails for a multitude of clients. Tested writing copy for company websites; Built metric reports; Edited creatives. Provided high-level administrative support. Worked within Google Drive to perform tasks and projects according to priority deadlines. Used Toggl to record work time. Coordinated travel arrangements. Oversaw tasks, checked on due dates, sough and destroyed roadblock associated with task; Updated project plans, lead weekly team meetings, reviewed tasks and assess strategy on current projects and initiatives; Reported statistics and Recorded metrics; Managed payroll and employee benefits, handled vendor payments and contractor invoices; Reviewed monthly P&L and additional financial reports. Reviewed claim file received from client; Researched applicable websites to collect additional info; Input data received from clients into claim management system; Contacted client and requested additional info.; Appended information received to file; Loaded client files into collection system to start the claim process. Provided high-level administrative support within a fast-paced environment; Used Mail Chimp / Aweber for daily mailings to investors; Posted weekly and monthly real estate ads on craigslist; Researched market for new leads. Used Toggl to record work time. Supervised, motivated, coached, scheduled and evaluated employees and facilitated effective training programs; Planned and coordinated daily workflows and prioritized assignments. Screened, interviewed, hired, developed and retained qualified and successful employment candidates and monitored teams to ensure quality; Identified and addressed performance deficiencies. Supported the launch and management of the rapidly growing build departments; Updated and maintained Leopard List databases and input data. Independently and accurately coded documentation; evaluated documents to ensure quality control and produced reports detailing findings. Unitized various legal documentation; maintained confidentiality with highly sensitive matters and materials. Worked closely with cross-functional teams throughout the organization to facilitate the daily operations and ensure continual accuracy; streamlined the activities. FlexJobs, GradLabs, Marketing Pro, Go Meta Media, Gain Advantages, Privco, Kiosy Brand, Wilber Lane Law Firm, Desert Wren Ventures, Leopard Solutions, ACV Lit, On-Site Sourcing, Cypher Sourcing, Fast Track Litigation, Working Solutions Gift Processing and Database Specialist 3/17 – 9/17 Schreiner University Kerrville, Texas Performed a variety of complex duties associated with highly confidential gift processing functions. Provided answers to questions put forth by donors and senior level staff, the Business Office, University auditors and the Office of Advancement; Received and processed gifts in the form of pledges, cash, checks, credit cards, online gifts and recurring gifts; Processed more complex transactions, including stock transactions, matching gift transactions, in-kind gifts, and payroll deductions; Analyzed all gifts and accompanying documentation to determine the proper gift allocation; Created, updated and maintained biographical data in RE of constituents (alumnae, businesses, donors, foundations, parents and students) and populates all appropriate data fields where information is available; Researched and validated information by using internal and external resources; Maintained integrity of the RE database by following the Advancement Services database maintenance and clean-up schedule. Data Entry Associate 3/15 – 12/15 Schreiner University Kerrville, Texas Created, updated and maintained biographical data in RE of constituents (alumnae, businesses, donors, foundations, parents and students) and populates all appropriate data fields where information is available; Researched and validated information by using internal and external resources: the Jenzabar database, Schreiner University library and/or internet or web-based databases; Maintained integrity of the RE database by following the Advancement Services database maintenance and clean-up schedule. Office Assistant / Administrator 01/03 – 2/03 Mutual Insurance Company Federal Way, Washington Managed the daily administrative activities of the insurance firm; answered a high-volume of incoming phone calls on a multi-line system, updated and maintained confidential files, executed the input of data, produced reports, composed correspondences, sorted/distributed mail, and provided customer service. Litigation Legal Secretary 10/00 – 1/02 Foley and Lardner Law Firm San Diego, California Coordinated the administrative and legal support activities of the firm; updated and maintained client files while maintaining strict confidentiality, answered high-volumes of incoming phone calls on a multi-line system, scanned and coded documents, produced reports, drafted files, and provided client support. Document Services Specialist / Proofreader 02/99 – 7/00 University of Iowa Foundation Iowa City, Iowa Conducted comprehensive analysis of documentation; proofread, edited, and finalized correspondence and documentation and transcribed trip and call reports. Accurately recorded data and ensured proper transcription; monitored any documentation for quality assurance and maintained strict confidentiality. TECHNOLOGY SNAPSHOT Microsoft Office Suite | Microsoft Windows | IPRO | Mozenda| HelpScout | MailChimp | Raiser’s Edge | Toggl | Infusionsoft | Ontraport | Agiloft | Teamwork | Slack | GetResponse | OnGage | Donor Perfect | Jenzabar | Hubstaff | Pitchbox | Todoist | Sales Exec | Dropbox | myHippo | Neptune | CAT | Superior | AON | Salesforce | Zoom | Sagitta EDUCATION AA in Interdisciplinary Studies 2013, Liberty University Working towards BA in Business Administration, Franklin University Insurance Producer: License #- since 12/22/2021