Focus Marketing / Project Management

Business Skills

< Effective Multi-tasker

< Strong analytical and mathematical aptitude

< Outstanding communicator

< Exceptional organizational abilities

< Expertise in sales & marketing

< Extremely proficient in standard and custom software

< Quick learner with technical aptitude

Business Experience

ESTEEMED CONSULTING San Diego, CA

MARKETING PROJECT MANAGER 12/07 - current

< Managed creation of e-commerce website to access warehouse of marketing

and training materials

. Project solved corporate inventory warehousing, tracking and

distribution of materials

. Ensured vendor kept within the schedule and completed project in timely

manner

. Tracked budget and recommended budget increase with supporting

documentation

. Reported progress, managed deliverables, created admin guide, rolled

out to agents nation-wide

. Created user guide, documented processes for payment, shipping notices,

order forms

< Ran Direct Mail Drip Campaign

. Tracked participating agents

. Uploaded lists based on agent starting date, location and production

< Managed and organized website creation with multiple vendors

. Developed scope, schedule and tracked milestones

. Assign tasks, update and track timetables, keep /distribute documents,

provide status reports and ensure deliverable from team members

including: graphic designers, writers and web developers

. Maintenance with Content Management System for posts and HTML

corrections

< Extensive experience with Content Management Systems (CMS's)

. Evaluated and worked with client team to implement CRM to "dot-net"

site (Sitefinity)

. Managed web content with Word Press- building new pages, blogs, and

coding to change preferences

. Redesigned User Guide for clients using Word Press

. Design easy to follow client templates for technical information

< Utilize online tools for clients

. Google programs in Analytics, Calendar, Mail and Websites

. Vertical Response direct email program and numerous project management

systems

< Daily tasks included marketing research and assistant marketing manager

duties

INDUSTRY BEST PRACTICES INSURANCE MARKETING, INC. Carlsbad, CA

MARKETING MANAGER/VP 6/01 - 6/05

< Principle in start-up Insurance Marketing Organization - marketing and

managing independent agents

< Created and marketed the "total sale" from lead generation to case design

to getting paid

. Recruited, screened, trained and supported Agents to achieve top sales

results

. Designed cases based on individual client's needs - and - compensation

to agent

. Frequent agent communication via email, fax, phone to keep motivation

at top level

. Ensured timeline adhered so seminars had maximum potential

. Managed ads via direct mail/newspaper/flyers

. Telemarketing reminder calls, appointment set-up, case design

. Tracked application from Agent's client to Ins. Company and ensured

transfer of funds to commission paid

. When seminar was not right fit, created and marketed other "packaged

sale" techniques based on location

< Specialist in seminars and case design with strategic alliances (Southern

California Region)

< Ran marketing for company production and term life sales for large web-

based organization

< Developed software/spreadsheet for top-rated insurance companies creating

a packaged sale for agents

< Held top National and Regional Marketing Contracts with A+ and A rated

companies

< Earned top Managing General Agent (MGA) for anchor company 2002

< Created advertisement in national publications, co-authored columns,

spoke at industry functions and tradeshows

INSURANCE SERVICES NETWORK Encinitas, CA

PROJECT MANAGER - MARKETING 3/99 - 5/01

< Managed mentorship program teaching system to qualified agents from

program creation, budget, documentation, recruiting and rollout which

featured the #1 annuity salesperson in the country

. Wrote, formatted and distributed training materials with field updates

in writing & teleconferences

. Created and ran national advertisements in industry magazines with over

300 respondents in one month

. Excellent organization for each agents' workshops and advertising in

various publications

. Program increased agency's annuity sales from $13M to over $30M in one

year

< Organized marketing plans of company on all matters pertinent to bottom

line sales

< Created and maintained 81 page company website, promotional materials,

training & recruiting packs

< Created PowerPoint presentations, newsletters, advertising, and

communications and blast-faxes

< Presented new programs to groups of agents, executives at Insurance

Companies and at tradeshows

< Maintained current marketing material from over 12 insurance companies on

various products and promotions

STRUCTURAL RESEARCH AND ANALYSIS CORP. Los Angeles, CA

SALES REPRESENTATIVE 3/95 - 3/97

< Los Angeles County sales of high-end engineering software, frequently

earned top sales honors in monthly quota

. Garnered new business, ensured renewal income, and developed 3rd party

dealer relationships

. Averaged 8 technical demonstrations monthly, daily call sheet over 25,

and satisfied major accounts

< Relocated to East Coast and took over challenging territory Delaware,

Maryland, Virginia, North Carolina and Kentucky, worked from home with

travel twice monthly

. Developed 3rd party dealer relationships in preparation for a company

wide shift to an indirect sales force

INSIDE SALES REPRESENTATIVE - Training Dept. 6/94 - 3/95

< Developed national marketing strategy for software product training

< Doubled the average monthly training sales from $20,000 to $40,000 in

just a few months

< Direct marketing, mailers, cold calls, and follow up of sales force

referrals enabled a struggling department to provide better services and

increase profit

PRESIDENTIAL ESTATES - LEASE MANAGER Quincy, MA

6/93 - 5/94

NORWOOD GARDENS - ASSISTANT PROPERTY MANAGER Norwood, MA

12/91 - 5/93

McDERMOTT/O'NEILL AND ASSOCIATES - RECEPTIONIST Boston, MA

11/90 - 12/91

Education

< WORCESTER POLYTECHNIC INSTITUTE

< 1986 - 1990 BS Management/Industrial Engineering

Computer Skills

< MS Office Expert - Word, Excel and PowerPoint, Outlook, Publisher,

Project

< Adobe PageMaker, Photoshop

< Content Management Systems - Word Press, HTML, CSS

< Online programs for document management, scheduling, storage and

analytics (Manymoons, Basecamp, Google docs, ACT, Vertical Response, Zoho

among others )

Other information

< CA Life and Health Insurance License (lapsed)

< Certified New Home Sales Rep

< Elected and served as Treasurer for non-profit organization

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