MARIE GUTIERREZ

*** *. ****** ***** ***., Alhambra, CA 91801 818-***-**** ac0gh6@r.postjobfree.com 1

Summary of Qualifications

Highly organized and detail oriented Office Administrator, with over 18 years of extensive administrative and customer support experience. An Independent and self-motivated professional with the proven ability to develop and maintain positive relationships with clients, vendors, and colleagues at all organizational levels. Work Experience

LTL Insurance Services, Inc., West Los Angeles, CA August 2015 to February 2017 Executive Case Manager/Case Manager

Assisted the CEO at a premier general sales agency with over $2,500,000 in premiums representing many well-known life and health insurance companies in the industry including: Transamerica, Prudential, Protective, VOYA, Lincoln National, Hartford, Genworth, Anthem, and Blue Shield.

• Responsible for processing the company’s fixed and variable life, disability, individual and group health, annuity and long term care applications through underwriting from inception to approval.

• Obtain HIPAA authorizations, schedule medical exams, order attending physician statements, inspection reports and illustrations.

• Interact with high profile clients, physicians, attorneys and insurance company team members to gather outstanding requirements to expedite case approval.

• Responsible for ensuring CEO’s continuing education requirements are met ensuring corporate state licenses are renewed in a timely manner.

• Prepare time sensitive FINRA reports.

• Perform research and analysis to interpret policy provisions to respond to complex client inquiries via telephone, e-mail and written correspondence.

• Prepare and submit death claims, health insurance claims, and policy change forms to carriers for processing.

• Assist clients navigate Affordable Care Act health marketplace and help them in understanding their plan so claims are processed quickly and accurately.

• Maintain company’s corporate health and disability insurance plans.

• Schedule CEO’s appointments and work on special projects as assigned. Accomplishments

• Established work flow protocols within our internal underwriting and policy service departments achieving consistency and efficiency.

• Meticulous follow-up on impaired-risk life applications with face amounts in excess of $25 million generating high commission payments quickly to the company.

• Voluntarily attended life and health carrier webinars to increase product knowledge to assume increased responsibilities to more effectively assist CEO and clients.

• Cross-trained in various jobs within the company allowing company to function efficiently and with minimal disruption to client service and production.

MARIE GUTIERREZ

753 S. Sierra Vista Ave., Alhambra, CA 91801 818-***-**** ac0gh6@r.postjobfree.com 2

Matlan Insurance & Notary Services, LLC, Los Angeles, CA Client Relations Manager July 2010 to August 2015

Assisted top life insurance producer with new business management support, case management, office administration, and client servicing.

• Managed all client services, records retention and licensing to ensure an efficient and smooth running office with the highest level of customer service and state compliance.

• Serviced and maintained President’s book of business (life insurance clients)

• Assisted Executive Assistant and two Producers in new business processing (life insurance clients)

• Manage maintenance of client files and databases

• Assist with correspondence, proofreading, creating reports, manage Producer's personal bank accounts/bill paying personal insurance policies, coordinate professional and social scheduling

• Office Administration includes office supply ordering, office equipment maintenance, answering phones and all general office duties

Andrew C Orth, Financial Services Professional/New York Life Insurance Company, Los Angeles, CA Administrative Assistant April 2012 to August 2015 Assisted part-time with client services, records retention, business development and new business preparation.

• Assisted with client services, records retention, business development and new business preparation.

• Maintained client files and databases.

• Coordinated quarterly newsletter, prospect and client mailings, as well as annual mailings

• Prepared new business presentation folders and illustrations for client meetings

• Office Administration including ordering office supplies, office equipment maintenance, answering phones and all general office duties

Proact Office Services, La Verne, CA April 2009 to July 2010 Office Manager/Executive Assistant

Assistant to President/VP of Sales and managed the office to ensure the highest level of customer service.

• Assisted management, maintained office by organizing office operations and procedures

• Controlled correspondence, designed filing systems, reviewed and approved supply requisitions, assigned and monitored clerical functions

• Assisted the President and Senior Project Manager in day to day scheduling of projects

• Coordinated travel and entertainment arrangements

• Approved and submitted payroll worksheets to Payroll Vendor

• Organized and maintained files and records

• Office Administration includes office supply ordering, office equipment maintenance, answering phones and all general office duties

Melendez, Los Angeles CA December 2000 to April 2009 Project Coordinator/Administrative Assistant

Assisted multiple Senior Project Managers as well administrative support for the Partners of Melendrez

• Assisted in coordinating multiple landscape design projects with Senior Project Managers

• Created a Change Order processing system to maintain an accurate budget for each project, managed the team charged with implementing a new reconfiguration plan for the firm

• Managed multiple project schedules

• Coordinated travel for management and staff

• Coordinated internal and external meetings

MARIE GUTIERREZ

753 S. Sierra Vista Ave., Alhambra, CA 91801 818-***-**** ac0gh6@r.postjobfree.com 3

• Office Administration included overseeing front office staff, scheduling administrative support for all departments, office supply ordering and vendor negotiations, office equipment maintenance and mailroom processes

Marketing Assistant December 2000 to March 2004

Assistant to Director of Marketing and Business Development at Melendrez

• Assisted with the design and production of proposals

• Coordinated with Marketing Director and Management in compiling presentation material for proposals and marketing collateral

• Scheduled and coordinated weekly objectives and goals meetings

• Maintained and distributed monthly marketing and business development reports

• Attended networking events

Professional Skills

• Proficient with MAC and PC computers

• Proficient with Microsoft Office Suite

• Proficient with Outlook Mail & Google Servers

• Bilingual – English/Spanish

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