Customer Service Manager

Candidate Summary

• Certified Meeting Professional

• Experience with HR functions at Nationwide

• 10+ years administrative experiences

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Resume of Rebecca Allen

Summary:

• Executive Assistant experienced in handling confidential information, calendar scheduling, e-mail review,

travel coordination, PowerPoint/Speech presentations, expense and attendance reporting

• Provide administrative support for the AVP, four Directors and their staff members. Calendar scheduling,

monitor/review e-mail, on-board new FTE/Contractors, Hardware and Software Ordering (Epro), Organize

department meetings both on and off site and other administrative tasks as needed

• Experienced in Meeting Planning, earned my “Certified Meeting Professional” designation from Convention Industry

Council, Payroll processing, Accounts Receivable/Payable and budgetary management

• Hold a “Purchasing Certificate” from Columbus State Community College

• Executive Secretary - Manage calendars, e-mails, correspondence, screen phone calls, handle meeting and travel

arrangements for multiple executives and team members

• Excellent communication skills, problem solver, detail orientated, effective at meeting deadlines

• Committed to customer service excellence and performance

• Communicate both verbally and written with all levels of executives

• Command MS Office Suite skills, (Word, Excel, PowerPoint, some Access) Lotus Notes and Outlook

Education:

• Associate of Arts in Secretarial Science – Middletown Business College

• Nationwide Bridge Leadership Development – Certificate from Otterbein College

• Columbus State Community College – coursework towards AA in Business Management

• Purchasing Certificate – Columbus State Community College – August 1989

• Certified Meeting Professional designation – (CMP) – Convention Industry Council – July 2004

• Dale Carnegie Leadership Management Course – May 2004

Professional Experience:

Staffing Agency – Contract Worker Nationwide Insurance Dec 2012 – Mar 2013

Executive Secretary

• Executive Secretary for Nationwide Investments IT organization

• Provide administrative support for the AVP, four Directors and their staff members. Calendar scheduling,

monitor/review e-mail, on-board new FTE/Contractors, Hardware and Software Ordering (Epro), Organize

department meetings both on and off site and other administrative tasks as needed

• Executive Secretary - Manage calendars, e-mails, correspondence, screen phone calls, handle meeting and travel

arrangements for multiple executives and team members

• Experienced in Microsoft Office; Word, PowerPoint, Excel, Outlook and Lotus Notes

• Excel in “Customer Service Skills” and follow-up details

• Resourceful in using my expanded network skills to find answers if need arises

• Handle confidential information; salary negotiations, contract agreements, news releases, etc.

• Detailed oriented – proof read and check for errors before sending out correspondence

• Prepare reports, financial data, maintain customer master lists in Excel

• Taken “Business Writing” courses and excel in composing letters, e-mails

• Graduated from Dale Carnegie Leadership Course

• Earned “Certified Meeting Professional” designation – experienced in planning small, large/off- site meetings,

retreats, organizing training classes, negotiating contracts

Staffing Agency – Contract Worker – State of OHIO May 2010 – Dec 2012

CRP Specialist / Executive Assistant

• CRP Specialist for Community Rehabilitation Program at Department of Administrative Service office; handle

contract renewals, tracking of contracts and contacting vendors. Worked on Excel spreadsheets\

• Executive Administrative Professional for Board of Examiners Nursing Home Administrators group

• Supported the Executive Director and Manager. Enter CEU classes in Excel to post and maintain BENHA website.

Review CEU hours for verification to renew license for Nursing Home Administrators, prepare for quarterly BENHA

Board meeting, take minutes, answer phones, greet visitors, process invoices, expenses, mail and review e-mails

• Executive Administrative Professional for former Department of Health Director and his Chief of Staff, provided

Executive Administrative support; travel, expense reporting, calendaring, prepared daily meeting schedule, mail, e-

mail, phones, greet visitors, prepared materials for meetings, handled correspondence and maintained confidentiality

in performing functions in this office

• Administrative Professional at Ohio Department of Education – Scheduled appointments/meetings for staff

compliance visits to after school programs, assisted with trade shows, phones, ordered supplies, filing, prepared

storage files and other basic administrative duties

Nationwide Insurance Corporate Offices Aug 1997 – Apr 2010

Project Staff Coordinator / Financial Leadership Rotation Program (Feb 2008 – Apr 2010)

• Coordinated with CEO Staff and their assistants to schedule meetings and offer solutions

• Plan/coordinate quarterly FLRP Board Meetings and Rotation Manager Forum Meetings for AVP

• Planned off site retreats and activities for our FLRP associates and summer interns

• Partner with University Relations and outside vendors to coordinate training, recruiting events, college interview days

and testing of potential FLRP full time and intern associates

• Coordinate/ execute On-boarding for full time FLRP Associates and Summer Interns

• Arrange new employee set-ups for incoming FLRP employees and Summer Interns

• Handled travel arrangements/ expenses for AVP, Program Manager and potential FLRP associates

Training Coordinator, PCIO Education and Development (Jan 2007 – Feb 2008)

• Monitor/Respond and enroll participants for training from the PCIO Education in box

• Made travel arrangements, handled expense reports for director, managers and facilitators

• Coordinated training logistics for all PCIO training with facilitators and management and assisted with yearly PCIO

conference held in our Iowa office

• Contact, source and negotiate contracts with venue sites in Columbus and other cities for training/meeting/seminar

purposes

Sr. Administrative Assistant, NF Learning & Performance Solutions (Feb 2002 – Jan 2007)

• Assistant to Associate Vice President of L&P, National Field Sales Manager, Trainers, Product Specialists, Continuing

Education team/Communications Manager and Firm Relations

• Coordinated both on and off site venue selections for training classes/conferences/meetings and our Nationwide

Financial Fund House partners coming in for training/entertaining purposes

• Partnered with Columbus and National Offices of Society of Financial Service Professionals personnel to coordinate

meetings, trade shows, conferences, chapter recruitment and retention

• Responsible for creating/editing PowerPoint presentations and speeches for AVP’s presentations at

conferences/meetings/seminars

• Coordinated travel arrangements for AVP and team members for their firm visits, trade shows, conferences, and

sourced venue sites for their off-site meetings and entertaining purposes

Sr. Administrative Assistant, NF Life and Health Systems (Mar 1999 – Feb 2002)

• Provide Administrative support for AVP and Unit Managers – mail, phones, scheduled meetings, reviewed Budget

Control Reconciliation reports and contributed figures for yearly budget planning

• Secured conference sites both internal and off-site for division meetings

Sales Support Rep, Best of America® Nationwide Agency (Mar 1998 – Mar 1999)

• Prepared quotes and/or related sales presentations for agents to present to their clients

• Answered and responded to all NW “Exclusive” agent telephone calls – Informed agents on new products, upcoming

events, and sales contests – assisted with yearly Sales meeting for NW agents

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