Administrative Assistant Sales
Resume:
Karen Martello
Raleigh, NC 27616
*****.********@*****.***
SUMMARY OF
QUALIFICATIONS
Diligent and professional Administrative Assistant with a solid background
in supporting high level executives working for insurance companies, banks,
large brokerage house, international businesses, real estate/development
and non-profit organizations with impeccable references. My key strengths
include:
- Dynamic professional who successfully prioritizes and multitasks in
a fast paced environment, completing
projects within time and budget constraints
- Strong communicator with the ability to collaborate effectively
with diverse clientele
- Highly organized individual with meticulous attention to detail
- Attentive listener with unique ability to adapt to individual
traits and working styles
- Thrive in both collaborative and independent work environments
PROFESSIONAL
EXPERIENCE
Licensed Customer Service Rep
June 2008 - Present
Insurance Company (confidential) Greensboro, NC
Licensed Insurance Assistant; provide support for the producer in the
servicing book of business for new
and prospective clients. Key responsibilities include:
- Assist in preparation of client and prospect proposals
- Maintain files, update database for both current and new clients
- Issue certificates, endorsements, ID cards and schedules of
insurance
- Manage all license certifications in compliance with state
regulations
- Responsible for all mailings, office supplies and equipment
Key Achievements:
- Designed and implemented Agent Production Report resulting in a
20% increase in sales
- Enhanced database by editing and adding pertinent client policy
data
- Developed client based web page resulting in increased traffic for
agent
- Modeled sales boards for regional annual convention
Executive Administrative Assistant
January 2005 - June 2008
Brownson Memorial, Southern Pines, NC
Provided ongoing administrative support to a large staff and a 1200 member
congregation, general duties included:
- Point contact for all visitors
- Worked directly with managers on weekly and monthly publications
with oversight for all aspects of
composition, editing and preparation of final copy from draft to
distribution
- Managed direct vendor relations, generated and maintained equipment
tracking records
- Prepare financial spreadsheets, correspondence and merged mailings
for unique projects
- Scheduled all group functions, maintained monthly calendars for 40
plus groups
- Served as liaison between staff and outside technical support
administrator for server
- Created and executed numerous projects using Excel and Publisher
- Ordered supplies, maintained equipment, coordinated monthly mass
mailings and
supervised volunteers as needed
Key Achievements:
- Analyzed and revamped insurance policy resulting in placing
insurance with specialized company
ensuring proper insurance for premises and writing a new inland
marine policy
- Initiated and hosted annual Member Recognition Day
- Developed and wrote Standard Operation Procedure Manual
Office Manager
June 1994 - January 2004
Help Associates, New Castle, PA
Office Manager for a Real Estate and Development Company, my
responsibilities included:
- Served as initial contact for all visitors
- Maintained daily office procedures
- Drafted and edited correspondence for township boards, state and
federal regulatory agencies
- Placed and tracked purchase orders
- Performed accounts payable functions
- Coordinated worksite visits with vendors and supervised delivery of
materials and equipment
- Attended township board meetings
Sales Assistant
Merrill Lynch, Jericho, NY
- Assisted Senior Broker in facilitating the trading of securities
- Liaised with traders, obtained rates, delivery instructions, execution
of trades
- Provided clients with real-time market data to obtain and communicate
up-to-the minute
market direction
- Prepared monthly expense and travel reports for brokers
- Prepared confidential financial reports and legal contracts
- Consistently demonstrated strong attention to detail and ability to
multitask within the fast-paced,
high-pressure trading floor environment
- Maintained client profiles
- Retained and updated confidential human resources information
- Utilized and trained employees in Operations Department and Sales
Department
- Coordinated office move to new headquarters, planned and hosted grand
opening of office
Sales Assistant
Metropolitan Insurance Company, Jericho, NY
- Provided administrative support to General Agent of branch
office
- Assisted with quotes and policy changes
- Maintained files and updated client database
Computer Competencies
MS Office, Word, Excel, Outlook, Publisher, Power Point, ACS, Goldmine
Education
American Academy of Professional Coders
Certified Professional Coder - A, 2010
LS Coding & Education, Tucson, AZ
Medical Coding, Medical Terminology Courses 2009
Abstracting & Auditing, 2010
Randolph Community College, Asheboro, NC
Insurance Pre-licensing, 2006
North Carolina Life, Accident & Health Insurance License
North Carolina Property & Liability Insurance License
Suffolk Community College, Selden, NY
A.A. Business Administration, 1993 (incomplete)
Contact this candidate