Customer Service Executive Assistant

EILEEN M. LOVENSTEIN

****-* ***** ******* **** Aurora, Colorado 80013 303-***-****

cell *******@*******.***

SUMMARY OF QUALIFICATIONS:

. 10+ years directly supporting Senior Management.

. Extensive experience in event and meeting planning, negotiating hotel,

venue and catering contracts.

. Polished professional and organized individual, detailed-oriented,

creative and self-motivated.

. Exceptional communication and public-relations experience.

. Ability to manage and prioritize multiple tasks and objectives.

. Proven to work independently and within a team environment.

. Experience in selling and processing health, life and disability

insurance over a 10 year career.

PROFESSIONAL EXPERIENCE:

Integra Financial, Inc.

8/2007 to 6/2010

Office Manager for a Certified Financial Planner

Responsible for supporting President/Owner of this company, handling and

updating all aspects of client's portfolios and files, processing all

paperwork in connection to life, health and disability sales, as well as

follow up to all annuity transactions. In charge of running quarterly

billing reports, collecting the management fees, and mailing statements to

all clients. I maintained calendar entries, made travel arrangements, and

coordinating all client meetings. I provided extensive daily client

interactions and customer service while maintaining the over-all day to day

business operations.

United Healthcare

12/2003 to 8/2007

Executive Assistant to the Sr. Vice President and Vice President of Small

Business Sales

Responsible for supporting the entire Small Business Sales Team and

considered a strong team player. I coordinated all on-site and off-site

meetings with internal management, staff, brokers, and customers. Prepared

weekly financial reports, all handout and meeting materials, agendas,

expense reports, and handled extremely confidential and time sensitive

information. Made all travel arrangements for Senior Management and

managed all Senior Management's calendars.

Allmerica Financial, Inc.

1/2001 to 12/2003

Office Manager/Executive Assistant to an independent Financial Planner

Responsible for supporting this Producer while maintaining the day to day

office operations. Had extensive daily client interactions and coordinated

all the on-site and off-site meetings with clients. Prepared financial

review summaries for clients and processed all paperwork in connection with

life, health and disability sales as well as the follow up for all annuity

transactions. I handled all travel arrangements, calendar entries, monthly

expense reports, and filing.

Telecom Partners, Inc.

3/1998 to 12/2000

Executive Assistant to the Principals of the Venture Capitalist Firm

Responsible for supporting the President and CEO by maintaining their

calendars, screening telephone calls, made all travel arrangements for

local and international travel, prepared monthly expense and travel

reports, coordinated all on-site and off-site meetings with current and

potential investors. I negotiated hotel, venue and catering contracts.

Took the Minutes from the Board of Director's meetings and handled

confidential financial materials. I prepared the meeting agendas and

handout materials.

Morgan Stanley Dean Witter

7/1994 to 3/1998

Executive Assistant to the Top North American Telecommunications Analyst in

Equity Research

Responsible for supporting and maintaining the Denver based satellite

office, handled all travel arrangements, calendar entries, monthly expense

reports, and prepared all research materials to be published by working

closely with the New York editors. Coordinated local client meetings, had

extensive interaction with executive levels of management and top clients,

was involved in various confidential matters to include press releases,

employee reviews and team evaluations.

EDUCATION:

Metropolitan State College: Creative Writing/Accounting/Marketing/American

Literature

Pitkens Technological School: Criminology

Licensed Producer in the State of Colorado for Life, Health and Accident

Insurance since 2005

Notary Public since 1988

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