Customer Service Office

Laurelee Judson

904-***-**** **********@***.***

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SUMMARY

Highly talented and accomplished business professional with over 15 years experience managing business relations and special projects at the senior management level. Served as primary point of contact and liaison between management, sales and team personnel, clients and vendors. Excellent leadership, written and oral communication skills, problem resolution abilities, and a high level of confidentiality. Highly energetic and enthusiastic team player, eager to take on tasks to meet deadlines, department, and company goals. Extensive computer and word processing skills essential for statistical reporting, presentations, and letter writing. SKILLS

Windows O/S, Microsoft Word, Excel, PowerPoint, Project, Access, Visio, Publisher, Dynamics CRM; SharePoint, Outlook, SmartSheets, Deputy, Lotus Notes, AS/400, OmniPlus, PowerImage, Morningstar Principia Pro, PageMaker, Teleform, Adobe Acrobat, and Internet research EXPERIENCE

The HCI Group May 2016 – Present

Implementation Coordinator, Jacksonville, FL

Manage projects and conduct research

Prepare and edit correspondences, reports, and presentations

Make travel arrangements

Provide quality customer service

EnSafe June 2013 – April 2016

Administrative/Project Assistant, Jacksonville, FL

Provided administrative support for the Jacksonville office (20 employees)

Managed and coordinated the timing of contractors for completion of the new office space buildouts

Lead contact for the Naval Installation Restoration Information Solution Administrative Records submittals

Developed and maintained Branch Office Manual detailing its facilities, equipment, procedures, and precedents

Ensured office needs are met (clean and orderly, fully stocked, functioning equipment, etc.)

Planed and coordinated events, such as client meetings, team-building events, parties, etc.

Prepared for meetings by creating agendas, presentations and excel pivot tables, and scribed meeting minutes

Assisted with report production, including grammar/syntax review, formatting, and hardcopy production

Prepared correspondence to internal and external clients that will include reports, emails, and presentations

Maintained electronic and hard copy project files, searched and retrieved documents as needed

Wellness program representative for Jacksonville office

Sustainability program coordinator for Jacksonville office Dixon Hughes Goodman (Formerly Dixon Hughes) August 2010 – April 2013 Office Marketing Assistant, Jacksonville, FL

Prepared presentations, pitch books and proposals

Maintained local databases in CRM for clients, prospects, referral sources, opportunities, etc.

Maintained local Sharepoint site for the Florida region

Created monthly Team Bulletin for Jacksonville Office

Assisted with mailings, conferences, seminars, receptions, trade shows and other sponsor events

Created procedures and provided training for implementation of Sharepoint and CRM programs Laurelee Judson

904-***-**** **********@***.***

2 of 2

ING (Formerly CitiStreet, a State Street and Citigroup Company) June 1997 – December 2009 Senior Recordkeeper/Benefits Specialist, Jacksonville, FL (2005-2009)

Researched and resolved individual participant cases and events

Supported the team with daily processing and plan administration

Analyzed, audited and reconciled record keeping system transactions and activity

Created desk procedures according to plan provisions

Reviewed participant and client plan related materials

Provided training and delegated tasks to team members in order to manage workload within performance standards

Tested and created new procedures for end users on Power Image (imaging system for documentation); a resource available to approximately 200 employees. Project significantly reduced questions from call center and streamlined daily operations

Plan Setup Analyst, East Brunswick, NJ (2001-2005)

Created and edited retirement plans and product information on AS400 and OmniPlus

Notified Travelers of updates to the sold list and proposal tracking

Processed Product and Plan level fund transfers and allocation redirects utilizing OmniPlus text files

Assisted with plan migrations from the AS400 to OmniPlus

Created and maintained departmental procedures that provided excellent training to employees Marketing Assistant (1998-2001)

Created Monthly and Quarterly fund performance reports used by National Office Managers and 35 Field Offices

Assisted with researching, compiling and answering bids, proposals and Competitive Evaluation Reports

Survey set-up and presentation

Requested, verified and updated product information for Producer and plan web sites Contribution Processor (1997-1998)

Balancing of holding sheets for client payrolls entered on AS400 PROFESSIONAL TRAINING & CERTIFICATION

ASPPA Certified in Pension Administration and Daily Valuation Six-Sigma Training ING

Basics of Partnership Certificate

CPR Certificate

EDUCATION

M.B.A. Rider University, Lawrenceville, NJ

B.S.B.A. Marketing, Rider University, Lawrenceville, NJ

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