THERESA JANE KANTZ

832-***-****

Executive Administrative Assistant tkantz2013@gmail

.com

Unique Value:

Meticulous, detailed, multitasked professional with experience planning and

directing executive-level administrative affairs and support to senior

management. Combines strong planning, organizational, and communication

skills with the ability to independently plan and direct high-level

business events, eliciting confidence and diplomacy. Represents employer

intelligently and professionally.

Professional and articulate; work well with all levels of management in a

diplomatic and tactful manner. Deliver improvements in productivity and

operating efficiency, cost reduction and earnings. Outstanding

interpersonal skills. Possess unique sense of innovation and

resourcefulness with proven expertise in devising original solutions to

complex problems. Skilled liaison in building teamwork and implementing

management strategies.

Computer skills: MS Word, Excel, Outlook, PowerPoint, Access 2007, Lotus

Notes, Adobe Acrobat, QuickBooks, SharePoint 2010, Hyperion, SAP,

Salesforce.com, and Power Advocate

Core competencies:

Administrative Management ~ Verbal & Written Communication Skills ~ Record

Meetings ~ Training

Problem-Solving ~ Supplies & Equipment ~ Expense Reports ~ Scheduling ~

Travel Arrangements

Office Equipment ~ Software Systems ~ Customer Service ~ Implement

Management Strategies

PROFESSIONAL EXPERIENCE

Investec Asset Management Group, Inc., Houston, TX

Insurance and Client Services, 2014 - Present

Hired to direct the insurance department and provide administrative support

to the President, Vice President and staff for this company that worked

with high income clientele, providing advice on investments and insurance

policies. Reviewed current life, long term care and disability policies and

advised client on specific insurance needs, handling individual

applications from inception to policy issue.

. Managed a top VIP client who had a total of fifteen policies for his

family - oversaw the complex project from its inception to completion

for each policy, within a three-month time span - client was extremely

satisfied

. Organized an insurance program for a local judge & his high-level

attorney wife, to meet their specific needs

. Earned both the Group 1 Life & Health Insurance licenses, and the LOMA

Associate Life Management Institute - LOMA certification is the 2nd

highest certification for employees in the insurance industry

. Earned a reputation for handling any challenge that occurs by

researching what is needed and following it thru to completion - a

quick learner who searches for solutions to address problems

NAES CORPORATION, Houston, TX

Administrative Assistant, 2013 - 2014

Hired under contract to assist top management with documentation, file and

binder preparation, meeting arrangements, travel arrangements and

transcribing meeting notes.

. Cleaned up salesforce.com database by inactivating users to free up

licenses and customizing report formats and field labels - this

accurately portrayed what was in the sales pipeline and gave the

company an accurate view of project status at any point in time

. Recognized as the "go to" person for salesforce.com - trained over

200 sales managers on the database, as well as new hire employees on

the program

THERESA JANE KANTZ aco8nq@r.postjobfree.com

PAGE 2 of 2

SUN LIFE FINANCIAL, Houston, TX

Administrative Coordinator, 2006 - 2013

Supported the Regional Vice President in document and binder preparation,

marketing materials, PowerPoint presentations and other business

correspondence. Processed incoming quotes for three sales representatives,

with each rep bringing in over several million dollars in revenue. Handled

all new business contracts and final documentation for the company.

. Produced an Excel spreadsheet that provided vital information for a

group of 258 hospital benefit administrators to track their

employees who were on short term disability - information was sent out

weekly so administrators were up-to-date on their short term

disability employees - this enabled Sun Life to keep their biggest

client

. Trained all new hires on company systems so that training was uniform

and accurate

. Recognized as the computer expert for the company

. Obtained a Group 1 Life & Health Insurance License and maintained

continuing education to keep it current - only 1% of Administrative

Coordinators had a license

. Selected, as one of ten employees, to train employees on new quote and

policy system and to train field employees

GENWORTH FINANCIAL, Houston, TX

Administrative Field Sales Support Specialist, 2003 - 2006

Provided support to the Group Office Manager for any documentation,

marketing materials, presentation and formal correspondence that was

required. Also, supported two multimillion dollar sales representatives in

process incoming quotes from start to final sales - then processed all new

business contracts and final documentation.

. Selected to work on projects outside of job description due to

extensive computer experience at Compaq and Hewlett Packard

. Participated as a vital member of the company support team for the

rollout of Salesforce.com nationwide

. Self-taught on Salesforce.com, within three weeks, so that 200 field

sales managers could be trained - became the system administrator and

the point of contact nationwide

. Received the highest Customer Service award to work on a project

involving grouping several clients together and presenting them as one

- project was finished in 40% less time and brought in $1.5 million in

revenue

COMPAQ / HEWLETT PACKARD, Houston, TX

Administrative Assistant, 1992 - 2002

Provided executive level administrative support to the Director, eight

managers and 120 engineering staff.

. Created the department forecast module by producing an Excel

spreadsheet, while adhering to a strict deadline - module was used by

all departments to cost center expenses

. Chosen, as one of 20, to be a member of the emergency response team

for all company personnel - maintained the State of Texas Emergency

Care Attendant certification for 10 years

. Debugged software being distributed in consumer personal computer

packaging to ensure all new employee computers were virus free and

updated with necessary software

. Coordinated the highest participation in corporate blood drive through

volunteering with the Gulf Coast Regional Blood Center

Coursework completed in Accounting at Sacramento City College, Sacramento,

CA

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