Cross Channel Media Liason

Education

Bachelor of Science: Finance and Accounting December 2017

STATE UNIVERSITY OF NEW YORK AT NEW PALTZ

Dean’s List: Fall ’14, Spring ’15, Fall ’15, Spring ’16, Spring ‘17

Study Abroad Aug 2017 – Dec 2017

BOND UNIVERSITY, QUEENSLAND, AUSTRALIA

Related Coursework

Financial Planning: gained skills and knowledge in financial management, insurance planning, IRA and 401K plans, pension plans, investing, retirement, and wealth preservation. Ability to analyze current financial situation and give recommendations based on analysis.

Corporate Finance: ability to analyze company’s investing and financing activities and formulate insight through concepts such as capital budgeting, time value of money, and cost of capital.

Strategic Management: acquired ability to prioritize tasks, work on various assignments and manage such assignments in a dynamic team environment.

Intermediate Accounting: capable of producing company financial statements with proper implementation of Generally Accepted Accounting Principles.

Experience

Cross Channel Media Liaison and Freelance Consultant Sep 2014 – Present

Allstate Insurance – Highland, NY

Preparing call lists and telemarketing scripts to use in campaigns.

Call and convince prospective clients to speak to an agent for an insurance quote.

Prequalify prospective clients against agency criteria.

Explain products or services and answer questions from both current and prospective customers.

Schedule appointments for sales representatives to meet with prospective customers.

Build, assemble, send, and follow up on bulk mailings to prospects.

Assist management with scheduling and quality assurance.

Manage and maintain firms social media presence.

Updates information management system files with appropriate data and activity tracking.

Sales Intern June 2017 – Aug 2017

Miller/Howard Investments – Woodstock, NY

Researched and entered data of targeted financial service companies and their advisors.

Developed expertise in customer service and satisfaction, collecting and analyzing sales data, and product and business strategies.

Worked closely with cross function sales team and assisted them with research, cold calling, and appointment setup.

Performed cold-calls to prospective financial advisors in order to accumulate sales leads for the internal sales team.

Collections Agent June 2016 – Aug 2016

Collection Bureau Hudson Valley – Newburgh, NY

Prioritized work and met tight deadlines in a strict atmosphere.

Negotiated payments while continuing to build a positive relationship with customers.

Execute adequate and timely collection and instigate recovery activities in order to minimize risk cost and optimize returns

Managed collection efforts with a high level of persuasiveness and professionalism.

Communicated with debtors by telephone to manage debtors and arrears process.

Personal Assistant Sep 2012 – Aug 2014

Edson USA Group INC. – Brooklyn, NY

Met and worked with clients to ensure customer satisfaction and proper understanding of required services.

Heard and resolved clientele complaints as well as created proposals sent to prospective clients

Scheduled, filed and maintained appointments and records, including those of staff members’ availability.

Skills

Fluent in Russian Proficient in Microsoft Word, PowerPoint, and Excel Knowledge in QuickBooks

References available upon request.

Contact this candidate