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Manager with superb customer management skills

Location:
Houston, TX
Posted:
October 08, 2015

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Resume:

DEBRA M. TEPLITZ

***** ****** *******

Spring, TX 77373

847-***-****

acr0i8@r.postjobfree.com

SUMMARY

Goal-oriented manager with over 26 years of experience with a multi-national publishing company in editorial systems and management. Strong skills in relationship management, customer service, budgeting and new product development. Extensive experience in team development, project management, product management and process improvement and implementation. Strengths include solid communication and problem-solving skills and adapting to change.

PROFESSIONAL EXPERIENCE

Great Lakes Insurance & Financial Services, Grand Rapids, MI 2015 – Current

Business Development Manager/Licensed General Line Agent, Texas

Developing marketing plans for Texas and the Midwest region to meet the growing needs of small business employers.

Writing marketing materials for social media and blogs on a variety of subjects including ACA compliance and Estate Planning.

Networking with professionals throughout the Houston area to find new opportunities for joint ventures and partnerships.

Licensed agent working with clients to meet their needs in a variety of insurance options, such as Life, Disability, Health and other financial planning means.

Wolters Kluwer Financial Services (formerly CCH Inc.), Riverwoods, IL 2005 – 2014

Editorial Operations Manager - Securities Risk & Compliance Group

Managed $4.5 million product line, selling into multiple business lines (legal and financial services firms).Reduced costs to come in 5-8% under $1 million budget yearly by reviewing content needs of customers and document production costs.

Managed growth of rule sets from 13 to over 34 rule sets from national and international regulators while working with product management and customer focus groups.

0% turnover in personnel during 8 years as manager of production group by creating a proactive management environment.

Oversaw day-to-day operations of team of Production Specialists and Technical Liaisons.

Streamlined departmental operations through process review and cross-training of production team.

Controlled outsourcing budget through careful process review of documents and time-frames to reduce costs and provide a timely flow of documents for customer use.

Continued to meet SEC-mandated 48-hour posting of regulatory updates and setting standard of 4 hour or less turnaround times on most materials.

Built strong relationships with FINRA, NYSE, NASDAQ and ICE as well as other Exchanges and Regulatory entities.

Interacted directly with Exchanges to manage expectations and contractual obligations.

Acted as Product Manager for purposes of SAP Management and Cross business-unit communications.

Coordinated responses to customer service inquiries with the Exchanges to answer questions on a timely basis.

Reviewed proposals for new product development and assessed for cost and viability.

Created authoritative source lists and internet linking documents for internal and external customers.

Built internet-based content solutions as well as consulted on securities and bank compliance software data requirements.

CCH Incorporated, Riverwoods, IL 1998 – 2005

Senior Production Specialist

Published technical Securities and Exchange law books with responsibility for copy reading, citation research and formatting for production for cd, internet and print media.

Performed the production process of monthly reporters, as well as books and other printed materials, mostly outside authored by various major stock exchange legal departments.

Created process to meet SEC-mandated 48-hour regulatory update requirements

Maintenance Exchange rules websites using proprietary systems

Researched issues using government sites and internet for internal and customer inquiries.

Converted Data to SGML/HTML/XML formats and published to various channels.

Built and maintained a variety of databases.

Performed customer service function towards both Exchanges and customers using Exchange products.

Trained new Production Specialists in proprietary systems and workflows.

LPC Group, Chicago, IL 1998 – 1998

Exhibit and Trade Show Coordinator

Managed all aspects of trade show and exhibits program including budgeting, equipment ordering, shipping, travel arrangements, staffing and print materials.

Maintained publisher and bookstore relations to regulate marketing needs.

Oversaw trade show calendar with deadlines and orchestrated booth shares and co-op agreements with other organizations.

Planned sales conference meetings by overseeing site inspections, meeting design and menu planning.

Completed catalog copy editing and worked with designers on layout.

CCH Incorporated, Riverwoods, IL 1988 – 1998

Production Specialist

Performed clerical functions of department including mail distribution, file management, data entry, scheduling of production jobs, making travel arrangements and meal planning.

Operated as Production Specialist and processed data with weekly deadlines for printed and electronic materials.

Published technical tax law books with responsibility for copy reading, citation research and formatting for production for both electronic and paper media.

Managed large-scale project management of ongoing revision projects and yearly tax legislation.

Planned editorial board meetings, author meetings and team events.

Oversaw maintenance of copy rooms, fax machines and printers.

Trained new clerical staff on the daily requirements of position.

TECHNICAL SKILLS

Windows 10 and previous versions; UNIX; Microsoft Suite (Windows 2010 and 2013 editions); Lotus Notes; Pegasus Mail; Xywrite Word Processing System; Guwaiser Ordering Systems; Online Legal Research Systems; Epic; Information Manager; Dreamweaver; Documentum; Sharepoint; SAP; Radius Bob; Weebly; Word Press.

CERTIFICATIONS

Certified Meeting Planner – In Progress

Notary – State of Texas – 2015

Texas Insurance License - General Lines Agent



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