Brandy Lane
Spirit Lake
Summary
Dynamic Office Manager with a proven track record at Financial Strategies, excelling in client engagement and compliance management. Leveraging strong organizational skills and customer service expertise, I facilitated seamless onboarding processes and built lasting client relationships, ensuring personalized attention to their financial needs. Committed to enhancing operational efficiency and client satisfaction.
Overview
28
28
years of professional experience
Work History
Office Manager
Financial Strategies
12.2014 - 11.2025
- Coordinated client communications and scheduled meetings to enhance engagement.
- Managed documentation processes for compliance and regulatory requirements.
- Supported the onboarding process for new clients, ensuring smooth transitions.
- Facilitated new client onboarding process and investment account setup.
- Developed strong relationships with clients through consistent follow-up communications and personalized attention to their financial needs.
Customer Service Representative
ISU Haddock & Associates
03.2010 - 03.2011
Customer Service Representative
ISU Haddock & Associates
06.1997 - 12.2002
- Greeted clients and answered all incoming calls
- Process policy changes, renewals, cancellations and endorsements
- Assisted clients with billing questions, payment processing and account updates
- Document all interactions in CRM systems to ensure accurate records.
Education
High School Diploma -
Project CDA
Coeur D'Alene, IDSkills
- Building customer relationships
- Office management
- Organizational skills
- Office administration
- Proficient in Microsoft Office
- Mail handling
- Documentation expertise
- Phone and email etiquette
- Scheduling and calendar management
Timeline
Office Manager
Financial Strategies
12.2014 - 11.2025
Customer Service Representative
ISU Haddock & Associates
03.2010 - 03.2011
Customer Service Representative
ISU Haddock & Associates
06.1997 - 12.2002
High School Diploma -
Project CDA