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Trisha Morales

Trisha Morales

Administrative Assistant

Followers of Trisha Morales115 followers
location of Trisha MoralesClearwater, Florida, United States

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  • Timeline

  • About me

    Operations Manager at Frank Winston Crum Insurance

  • Education

    • St. Petersburg College

      -
      Associate's degree Radiologist Assistant

  • Experience

    • Bufkor, Inc

      Jun 2012 - Dec 2014
      Administrative Assistant

    • Dynasty Building Solutions

      Jan 2015 - Aug 2017
      Sales Manager

    • Macy's

      Aug 2017 - May 2019

      • Billingual Technical Support Specialist

        Dec 2017 - May 2019

      • Recruitment Specialist

        Aug 2017 - Dec 2017

    • Alliance Workforce Solutions

      May 2019 - Sept 2019
      Account Specialist

    • Frank Winston Crum Insurance

      Oct 2019 - now

      • Generate Monthly stats reports for management meetings.• Audit phone calls• Analyze and recommend changes in processes.• Train new hires on system processes, client calls, departmental inbox, policies and procedures, and guidelines• Organize and file policy documentation.• Process payment allocations, process voids, set up audit pay plans and assist the team as needed.• Continuously review processes/issues to achieve increased efficiency and improved results.• Act as back up on the phones when short staffed. Show less

      • Operations Manager

        Jan 2023 - now

      • Solutions Specialist Supervisor

        Oct 2020 - Jan 2023

      • Solutions Specialist

        Oct 2019 - Oct 2020

  • Licenses & Certifications