Sarah Halteman
Perkiomenville
Summary
Dynamic professional with a proven track record at MassMutual Greater Philadelphia, excelling in data analytics and project management. Recognized for enhancing report accuracy and streamlining processes, while demonstrating strong attention to detail and effective collaboration. Committed to delivering actionable insights that drive business growth and improve customer satisfaction.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Practice Development & Reports Coordinator
MassMutual Greater Philadelphia
01.2023 - Current
- Identified trends and patterns in data, providing valuable insights for business decisionmaking.
- Streamlined the report generation process for increased efficiency and reduced turnaround time.
- Ensured compliance with corporate standards by diligently following established guidelines for report formatting and content.
- Managed multiple projects simultaneously, ensuring timely delivery of high-quality reports.
- Maintained strict confidentiality of sensitive information, adhering to company policies and industry regulations.
- Created visually engaging charts and graphs to effectively communicate complex data points in reports.
- Contributed to revenue growth by providing actionable insights derived from detailed analysis of sales performance data.
- Prepared monthly indicator and dashboard reports.
- Enhanced report accuracy by meticulously reviewing and editing data before submission.
- Find oppourtinites for advisors with their book of business
- Ran campaign reports
- Created and taught excel classed of agency
- Ran commission close reports for payroll
- Notary public to provide high level of customer service
- CRM: Salesforce and Advisor360
Receptionist
MassMutual Greater Philadelphia
01.2022 - Current
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Deposit checks for managed accounts
Instacart Shopper
Instacart
08.2023 - 05.2024
- Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
- Managed time effectively to complete multiple orders within tight deadlines, maximizing productivity and earnings.
- Worked productively with customers to meet order requirements and service expectations.
- Increased customer satisfaction by providing timely and efficient grocery shopping services.
Business Resource & Training Coordinator
MassMutual Greater Philadelphia
05.2021 - 12.2022
- Maintained accurate records of employee participation in training events, tracking progress towards learning objectives.
- Collaborated with department managers to design customized training plans aligned with organizational goals.
- Coordinated logistics for training events, including scheduling facilities, securing necessary equipment, and managing participant registration.
- Provided ongoing coaching and mentoring support for employees seeking professional growth and development.
Soccer Field Liner
Boyertown Soccer Club
06.2013 - 03.2022
- Lined soccer fields on a weekly basis
Business Resource Coordinator
MassMutual Greater Philadelphia
01.2021 - 05.2021
- Optimized resource allocation by assessing project requirements and assigning appropriate personnel.
- Successfully managed tight deadlines by skillfully balancing limited timeframes against available human capital while still achieving quality results.
- Implemented resource management software to centralize information and improve overall visibility into project progress.
- Conducted regular reviews of ongoing projects, identifying areas where additional resources were required or could be reallocated for greater efficiency.
Admin Support
MassMutual Greater Philadelphia
08.2019 - 01.2021
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Grocery Associate
Giant Food Stores
12.2016 - 10.2019
- Assisted shoppers in locating desired products, resulting in increased customer satisfaction and sales.
- Assisted customers by finding items quickly to boost store satisfaction rates.
- Pleasantly greeted customers and provided prompt and courteous service.
- Trained new employees on store procedures, policies, and best practices, fostering a productive work environment for all team members.
- Ensured a well-stocked store by consistently replenishing shelves with fresh merchandise.
- Improved customer satisfaction by providing efficient and friendly service at the checkout counter.
- Maintained cleanliness and organization of aisles, promoting a pleasant shopping experience for customers.
Intern
MassMutual Greater Philadelphia
06.2019 - 08.2019
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
Sales Associate
TJ Max
03.2014 - 08.2016
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Education
Associate of Science - Business Management & Administration
Kutztown University of Pennsylvania
Kutztown, PA12-2019
High School Diploma -
Boyertown High School
Boyertown, PA06-2016
Skills
- Data analytics
- Microsoft office
- Paperwork coordination
- Office management experience
- Data collection
- Collaboration
- Meeting deadlines
- Data accuracy
- Document organization
- Teamwork
- Customer service
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
Certification
Notary
Timeline
Instacart Shopper
Instacart
08.2023 - 05.2024
Practice Development & Reports Coordinator
MassMutual Greater Philadelphia
01.2023 - Current
Receptionist
MassMutual Greater Philadelphia
01.2022 - Current
Business Resource & Training Coordinator
MassMutual Greater Philadelphia
05.2021 - 12.2022
Business Resource Coordinator
MassMutual Greater Philadelphia
01.2021 - 05.2021
Admin Support
MassMutual Greater Philadelphia
08.2019 - 01.2021
Intern
MassMutual Greater Philadelphia
06.2019 - 08.2019
Grocery Associate
Giant Food Stores
12.2016 - 10.2019
Sales Associate
TJ Max
03.2014 - 08.2016
Soccer Field Liner
Boyertown Soccer Club
06.2013 - 03.2022
Associate of Science - Business Management & Administration
Kutztown University of Pennsylvania
High School Diploma -
Boyertown High School
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