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Sales Life Insurance

Location:
San Mateo, California, 94403, United States
Posted:
May 29, 2010

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**** J. *******

**** ****** ****** #*** . *** Mateo, CA 94403

415.***.**** . ***********@*****.***

Office and Administrative Professional with Exceptional Record of

Organization and Communication

Record of accomplishment providing extensive corporate and administrative

support and services and trusted guidance to executive management.

In-depth understanding of business processes and office functions.

Influential communication abilities, superior organizational skills, and

solid background in managing projects.

Core competencies:

Scheduling and Planning Increasing Productivity

Travel Arrangements Correspondence Preparation

Process and Improvements Microsoft Office-PeopleSoft-Access

Administrative Procedures Lotus Notes-Outlook

Project and Staff Management Event Planning

Maintaining Calendars

PROFESSIONAL EXPERIENCE

ANDREINI & COMPANY, San Mateo, California 2009

Employee Benefits Project Coordinator Administrator

Oversee administrative functions and enrollment of individuals in benefits

programs, tracking all new business by creating spreadsheets and keeping

databases current. Created up-to-date documents, generating reports for

distribution at meetings. Kept teams current on outstanding items and

forms. Handled phone calls and emails.

NOTABLE ACCOMPLISHMENT

o Developed process to streamline matrix with data for multiple Bay Area

offices to create faster underwriting.

SAN FRANCISCO BAY AREA AGENCY, LLC

New Business Administrator Sales Coordinator-Life,Disability,Dental,LTC

2008 to 2009

Supported daily operations and sales efforts of all products, expediting

business by working with sales and management staff to expedite issuance.

Oversaw all process related to sales, overseeing applications, exams, and

medical records, tracking each sale from initial contact through closing.

Collaborated with brokerage manager to execute illustrations, proposals,

and all follow-up on pending cases. Called clients and delivered

appropriate marketing materials and provided status reports. Proofread

contracts to ensure they matched applications.

PROFESSIONAL EXPERIENCE

(Continued)

NOTABLE ACCOMPLISHMENT

o Served as activities director for Employee Benefits.Executive Assistant

to top producers, ensuring accurate and timely handling of all pre-sales

METROPOLITAN LIFE INSURANCE COMPANY, San Francisco, California

Employee Benefits -Regional Administrator Sales Coordinator 2002 to 2008

De facto Personal Assistant to Regional Vice President: Made travel

arrangements; scheduled meetings; ordered supplies. Received and managed

email, faxes, travel reimbursement, phone calls, and postal mail. Provided

key support to executives and account executives, tracking progress on

accounts, organizing and updating binders with all essential data. Handled

all expense reporting. Planned key events for important business meetings

with brokers and other collaborators. Developed and produced client

proposals. Compiled data and analyses.

NOTABLE ACCOMPLISHMENT

o Applied product knowledge to improve efficiency of all presales

activity.

METROPOLITAN LIFE INSURANCE COMPANY, Pearl River, New York

Administrator Employee Benefits - Marketing Analyst 2000 to 2001

Assisted Account Representatives in comprehensive territory management and

in developing effective sales training programs. Oversaw training sessions

for new representatives, aiding their marketing plan development.

Collaborated in running follow-up phone workshops.

NOTABLE ACCOMPLISHMENTS

o Increased sales volume with effective training and territory support.

o Developed approach to enhance customer relations and internal Quality

Assurance.

o Improved tracking of misapplied funds by researching department records

going back several years.

Additional experience Includes: Branch Administrator (1994-2000) for

Metropolitan Life Insurance Company. Highlights included:

o Ensuring office flow was organized and efficient.

o Implementing cross training of all clerical staff, enabling easy

transition to new tasks and smoother flow of operations.

o Winning several performance awards for entire region.

o CA Life/Health Insurance License#0E92890



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