Customer Service Administrative Assistant

K athleen A. Whelan

**B South Street

Medfield, MA 02052

617-***-****

************@*****.***

Employee Benefit/Account Executive

Producer

SU M MARY

H ighly experienced sales and marketing professional with an expertise in the areas of

employee benefits, client relations and customer service. Excellent communication and

i nterpersonal skills. Persistent, self-starter most successful at developing and

maintaining a positive rapport with new business prospects, often over many years. A dept

a t working in a fast paced, high t raffic, multi-tasking customer service oriented insurance

environment. Dedicated, passionate worker devoted to furthering the image of the

employer in every respect.

SK I L LS

Customer Service Data Base Management

Process Improvement Marketing Plan Creation

Product Marketing Information Management

Cold Calling Client Relations

Broke r’s L icense: Health, Life & Accident

2007 MS Office Suite

ACCO MPL IS H M E N TS

• Conceptualized and executed a product marketing plan resulting in increased client

base and profitability.

• Marketing plan resulted in 17 new clients generating $300,000 in annual

commission revenue.

• Created a personal database of pre-qualified prospects and new business

opportunities that can be used with my next employer

• Database includes information on health renewal t imes, name of decision maker for

benefits, number of employees on the health plan and the name of the listing broker.

• Successfully averaged 22 new client meetings per year over a seven year period.

PROFESSIONAL EXPER I E NCE

United Benefit Services L LP – Newton, MA 2002 –

2010

New Business Development

• Researched for prospects at local public library.

• Solicited meetings both by phone and in person.

• Participated with the broker in meetings with new business prospects.

• Attended a variety of networking functions in search of new business contacts.

• Capable of fully servicing accounts, but the broker had already hired others for that

role.

Dr. George F rangieh, Eye Care Specialists – Norwood, MA 2001 –

2002

Marketing Consultant

• Developed and implemented marketing plan for marketing Lasik Eye Surgery.

• Set up Educational Seminars for prospective patients in terested in Lasik Eye

surgery.

Raytheon Company – Wayland, MA

Administrative Assistant

• Assisted Customer Relations Manager with functions and events for clients and

employees.

VOLU N TEER WORK

CCC for Medfield State Hospital Land Reuse – Medfield, MA

Former Co-President

• Organized and implemented a petition drive to avert an expansion of the pre-release

p rison population at Medfield State Hospital.

S t. Edwa rd the Confessor Pa r ish – Medfield, MA

Volunteer

• Taught classes and created a craft manual for the teachers.

• Elected to St. Edwards Parish Council.

• Sponsored RCIA candidate for Parish.

• Delivered Meals on Wheels to the Elderly.

Medfield Public Schools – Medfield, MA

Volunteer

• Parent Coordinator and helper for children’s classrooms.

• Planned and ran Holiday parties in the classroom.

• Field T rip Chaperone and Teacher Assistant.

ED UCAT ION

Associates Degree in Business, Newbu ry College (formally Holliston Jr. College)

Summa Cum Laude

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