Administrative Assistant Life Insurance

** *********** **** *. ****

Irvine, CA ***** ******@*****.*** 949-***-****

~ ADMINISTRATIVE SUPPORT ~

S

easoned administrative support professional driven to exceed expectations

and produce exemplary results in deadline-driven, fast-paced environments.

High energy, enthusiastic and motivated administrator known for fostering

clear verbal and written communication, exceptional analytical skills with

attention to detail, and the ability to proactively anticipate support

needs while taking ownership of tasks and working independently with

minimal supervision. Proficient with Microsoft Office programs.

Expertise includes:

Administrative Operations ( Office Support ( Service Coordination

Data Entry and Quality Control ( Database Maintenance ( Data Analysis (

Project Management

Process Writing and Streamlining ( Software Adaptability ( Telephone &

Written Communication Excellence

PROFESSIONAL EXPERIENCE

WILLIAM BENN AND ASSOCIATES, INC., Laguna Hills, CA

2011-present

Provides evaluation, proposal development, program management and

organizational development for school districts.

Executive Administrative Assistant

Create, edit and proofread proposals, documents and forms to meet deadlines

for grant administration as well as new grant applications. Data entry

into Excel spreadsheets for statistical analysis and creation of charts and

graphs for reports. Audit data for accuracy. Respond directly to client

requests. Manage phones, correspondence, emails and calendar for

consultant. Maintain office equipment and supplies.

MULLINTBG, A PRUDENTIAL COMPANY, El Segundo, CA 2001-2011

Provides corporations and executives with solutions and financial services,

including deferred compensation plans.

Senior Client Coordinator

Coordinated all deliverables for nonqualified deferred compensation plans

for Fortune 1000 and mid-size client accounts. Maintained and updated

database. Created and audited accounting reports to meet monthly,

quarterly and annual reconciliation deadlines. Managed special projects in

response to ad hoc requests. Created and maintained complex Excel

workbooks. Researched and analyzed data for reports from various sources.

Prepared reports and PowerPoint presentations for client relationship

managers and consultants. Responded directly to clients and participants

with service requests and plan or account questions. Built and maintained

key relationships. Mentored 4 administrative staff in process and

procedural adherence.

. Served on committee that integrated procedures between Mullin and TBG

during post-merger phase.

. Earned superior departmental performance ratings each year throughout

tenure.

. Tapped to manage increasingly complex caseload of high-revenue clients

each year.

PHOENIX LIFE INSURANCE COMPANY, Newport Beach, CA 1999-2001

Part of the Phoenix Companies, 13th largest mutual life insurance company

in the US.

Administrative Manager /Director of Sales & Marketing

Liaised with internal consultants and outside agents on case design,

product selection, and illustrations. Recruited, hired, and trained

administrative staff. Prepared marketing materials. Managed new business

processing as well as all back office support functions. Client service

liaison with home office.

THE O'NEILL COMPANY, Laguna Hills, CA 1998-1999

Financial services firm offering estate planning, insurance, employee

benefit planning, and retirement planning.

Life Team Leader/Financial Business Analyst

Developed annual review process and proposals. Managed new business and

underwriting processes. Supervised 2 Life Team Associates in creation of in-

force reviews, ongoing policyholder service, database maintenance, and all

administrative support functions required by company President.

EDUCATION/PROFICIENCY

Bachelor of Arts in Journalism ~ University of Southern California

Microsoft Office Proficiency including Outlook, Excel, Word and PowerPoint

Contact this candidate