Sign in

Sales Management

United States
February 20, 2018

Contact this candidate


Nancy B. Cozart

*** ***** *****, **. ******, Missouri, 63376

Cell: 636-***-**** Email:

Education University of Missouri-Columbia, Bachelor’s Degree - Journalism

Sequences: Advertising/Marketing/PR/Communications. Dean’s List and Honor Roll. Advertising Account Executive/Sales Representative for student newspaper and major daily newspaper. Advertising Club.

Skills Expertise in marketing, sales, account management, client services, event coordination, business development, relationship management, office management, vendor management and administrative coordination. Strong organizational skills with the ability to manage multiple tasks. Detail oriented with excellent written and verbal communications skills, and strong work ethic. Personable and friendly with excellent relationship management and customer service skills. Excellent Microsoft Office (Word, Excel, PowerPoint, Publisher and Outlook), Adobe, CRM, PR, social media, marketing and data entry skills.

Experience Ameriprise Financial Services, Inc. – Client Services Manager. April 2017-Present.

Client Services Manager for major financial services company. Responsible for client services, account management, sales coordination, marketing, business development, relationship management, event coordination, meeting preparation and follow up, and administrative coordination for major clients.

Management of calendars, scheduling appointments, preparation of meeting agendas, preparing financial

reports, maintaining client files and event coordination.

- Plan and coordinate client appreciation events, seminars, and special events.

- Create and prepare marketing and promotional materials.

- Account management, client services, relationship management, business development, new business, administrative coordination, sales and marketing duties.

- Management of client services. Respond to client inquiries and requests. Research and resolve issues.

- Provide consultations to clients over the phone, in person and via email.

- Manage relationships with clients, brokers and financial advisors.

- Responsible for CRM, data management, and data entry in systems.

- Schedule meetings, appointments and events.

- Assist financial advisors with sales support duties.

- Assist clients with financial products and services. Submit forms and applications.

- Set up new business and ensure that new accounts are set up correctly.

- Assist with new business development, IRAs, brokerage accounts, deposits and redemptions.

- Management of birthday card programs, holiday card programs and service frequency reports.

- Outbound calls to clients to schedule appointments. Respond to incoming requests from clients.

- Collaborate with clients, brokers, vendors and advisors.

-Management of marketing programs, PowerPoint presentations, marketing materials, special events planning and coordination, website updates, and marketing communications duties.

- Create event invitations, flyers, e-marketing campaigns, email blasts and marketing materials.

- Expertise in Microsoft Office: Word, Excel, PowerPoint, Outlook, and Publisher.

- Excellent WordPress, writing, editing, proofreading, social media, website, communications and marketing skills.

Quest Management Consultants – Manager of Client Services & Operations. April 2016 – April 2017.

Manager of Client Services and Operations for Quest Management Consultants, an HR management consulting firm, and an OI Global Partner. Responsible for client services, account management, sales, marketing, business development, HR management consulting, relationship management and event coordination for major local, national & global accounts. Managed career transition programs and services.

- Account management of major key accounts, including Aegion, Ameren, Amdocs, Anheuser Busch InBev, BJC Healthcare, Edward Jones, Laclede Gas/Spire, SSM Healthcare, St. Louis University, Washington University, St. Louis Community College, Nestle, Maritz and more.

- Account management, project management, client services, relationship management, sales support, sales coordination, consulting, business development, sales and marketing duties.

- Consult with customers of major accounts to coordinate services. Manage client referrals to and from partners on a national and international level. Provide consultations to HR Managers and Benefits Managers of major local and national companies. Management of contracts and contract renewals.

- Responsible for setting up career transition services for clients. Provide consultations to HR managers and benefits managers, schedule career transition services for clients, management of referrals, management of marketing materials, management of client services, and handling a wide range of client services. Office management, ordering office supplies, HR, vendor management and handling a wide range of office duties.

- Post job listings on websites. Provide HR management consultations. Prepare and edit resumes and materials. Responsible for business cards, marketing materials, promotional materials and office supplies. Update content on company website. Managed relationships with partners, vendors, clients and customers.

- Responsible for client services, operations, marketing, communications, sales, business development, event coordination, career transition services, talent acquisition, recruitment, staffing, HR management consulting, vendor management, office management, facilities management and account management.

- Responsible for sales proposals, purchase orders, RFPs, contract renewals, pricing, invoices, accounts payable and accounts receivable duties. Respond to inquiries and requests. Resolve billing issues.

-Account Management and Project Management of programs and services, including outplacement, career transition, leadership development, organizational effectiveness, recruitment, staffing, talent acquisition, and consulting services. Provide consultations to clients over the phone, in person and via email.

- Management of contracts, proposals, and contract renewals. Account Management of major key accounts.

- Respond to inquiries and requests, research and resolve issues, client services, and account relationship management duties. Manage relationships with clients, customers, providers and vendors. Responsible for client services, consultations, sales, marketing, data entry and account management tasks.

- Coordinated client services, change management, outplacement services, career transition programs, HR management consulting services and events. Schedule meetings, appointments and events. Assembled resumes and materials. Proofreading and editing resumes and materials.

- Collaborated with accounts, clients, partners, vendors, providers, national firms and agencies.

-Management of marketing programs, social media, PowerPoint presentations, marketing materials, special events planning and coordination, website updates, and marketing communications duties.

- Expertise in Microsoft Office: Word, Excel, PowerPoint, Outlook, and Publisher. Excellent WordPress, writing, editing, proofreading, social media, website, and marketing skills.

Monsanto – Senior Administrative Assistant (contract position). 2015-2016.

Temporary contract position on site at Monsanto corporate HQ in Creve Coeur, MO. Temp assignment through Belcan Tech Services. Responsible for account management, client services, meetings, event coordination, reports, HR duties, onboarding and off boarding tasks for IT and Products and Engineering department.

-Responsible for senior administrative assistant, marketing, project management, sales support, IT, HR, event coordination and account management duties. Planned and coordinated meetings and events.

-Scheduled interviews, meetings and appointments. Prepared interview packets and materials.

-Responded to inquiries and requests, prepared reports, and updated account information in systems. Responsible for project management, data entry, vendor coordination, and related tasks.

-Managed calendars, planned and coordinated meetings and events, reserved meeting rooms, ordered catering, coordinated travel arrangements and coordinated expense reports.

-Created PowerPoint presentations, communications, correspondence and reports.

-Responsible for account management, vendor management and project coordination duties.

-Submitted help desk and facilities tickets, managed HR, onboarding and off boarding tasks, and served as liaison with IT for help desk tickets and facilities management for maintenance issues. Responsible for account coordination, sales coordination, customer service, client relations and consultant duties.

Magellan Health Services – Account Manager. 2004 – 2015.

Account Manager / Account Specialist position in the Account Management/Sales and Marketing department of a leading national healthcare insurance company in Maryland Heights, MO. Responsible for account management, relationship management, sales support, sales coordination, client services, event planning and coordination, sales, and marketing duties for major national EAP accounts.

-Major key accounts included: Intuit, Fujitsu, Ross Stores, Bass Pro Shops, Cabelas, Ameren, Solutia, Maritz, Panera Bread, Enterprise Leasing, and Principal Financial Group.

-Responsible for account management, client consultations, responding to inquiries and requests, data entry, project management, and event planning and coordination.

-Coordinated webinars, benefits fairs, trainings, trade shows and special events.

-Served as representative at health fairs, benefits fairs, wellness fairs, trade shows and events.

-Provided consultations to HR managers and benefits managers.

-Consulted with clients, providing strategic consultations and recommendations. Consulted with HR managers and benefits managers regarding EAP program and services, benefits, trainings, special events, health fairs, benefits fairs, critical incident stress management services, communications, and marketing strategies. Presented upsell opportunities to customers.

-Managed accounts and sales duties. Responded to inquiries and requests. Responsible for billing and invoices. Assisted Senior Account Executives, managers and VP Account Management.

-Coordinated meetings and events, including: trade shows, health and wellness fairs, benefits fairs, trainings, seminars, webinars, meetings, conferences, site visits, crisis intervention services, mandatory referral services, charitable events and community outreach. Responsible for all aspects of meeting and event planning, including client consultations, logistics, coordination of events, ordering and shipping of materials, marketing materials, and promotional materials.

-Attended events and served as representative for the Magellan booth at events. Managed booths, handed out flyers and promotional materials, and answered benefits questions.

-Responsible for writing reports, creating PowerPoint presentations, creating marketing plans, marketing campaigns and developing flyers and materials. Management of contracts and proposals.

-Attended implementation meetings with internal teams. Responsible for implementation tasks and activities. Worked with Underwriters, Legal, Operations, Communications and Customer Service.

-Collaborated with Underwriters and Legal team on pricing, proposals and sales contracts.

-Established strong relationships with key customers. Provided consultations regarding program benefits and services. Prepared reports, updated account information, and coordinated tasks.

-Project management, relationship management, client presentations and resolution of issues. Handled quality assurance efforts, data entry, writing, proofreading and editing of materials.

Magellan Health Services – Provider Relations/Administrative Assistant. 2002-2004.

Provider Relations Specialist position on the United States Postal Service account. Responsible for provider data changes, data entry, provider payments, affiliate relations, marketing, communications and administrative tasks. Wrote and edited newsletters, and created flyers and materials. Responsible for data entry, case closings, and provider data changes. Provided consultations to providers regarding program benefits and services. Responded to inquiries and requests. Responsible for contracts, contracting and credentialing of providers. Quality assurance and provider relations duties. Promoted from temp to perm in 2003. Promoted to Account Management/Account Specialist position in 2004.

Freelance Advertising, Marketing & PR Consultant. 1998-2002.

Freelance marketing consultant for home-based business. Responsibilities included: marketing; account management, sales and event coordination. Services included: writing press releases, media relations, and writing, editing and proofreading of marketing materials. Responsible for writing and editing of newsletters, print ads, flyers, brochures, direct mail, and a wide range of related services.

Venture Stores, Inc. – Marketing Specialist. 1992-1998.

Highly responsible marketing position in marketing/creative advertising department of major retailer at corporate headquarters in O’Fallon, Missouri. Venture Stores operated 109 stores in nine states.

-Responsible for project management, client services, account management, marketing, advertising, communications, vendor relations, copywriting, proofreading, and copyediting.

-Responsible for quality assurance efforts and ensuring error-free print projects.

-Worked with printing vendors on projects. Self-starter, handled projects from start to finish without supervision. Served as a final “sign-off” check point for all print projects in marketing department. My signature was required on all proofs prior to going to print.

-Highly responsible position requiring keen attention to detail and ability to meet deadlines. Responsible for copywriting, proofreading and editing of print ads, circulars, signs and materials.

-Reviewed proofs and corrected errors, typos and discrepancies. Reviewed proofs for spelling, grammar, design, layout, dollars off, percentages off, icons and discrepancies.

-Worked with department managers, marketing managers, vendors, photo studio, buyers and teams.

Taylor-Morley Homes, Inc. - PR/Marketing Communications Specialist. 1990-1992.

Directed marketing, PR, advertising, account management, media relations, special events and communications efforts for major local home builder. Responsible for sales and marketing duties.

-Responsible for marketing, account management, sales, PR, special events and press release writing.

-Coordinated events, marketing, advertising, PR, media relations and communications activities. Planned and coordinated grand openings, trade shows, meetings and realtor events.

-Assisted Sales Manager with projects. Brought advertising, PR, marketing and communications efforts in house. Assisted Sales Representatives in the field. Sent follow up letters to sales prospects.

-Wrote press releases for publication in the St. Louis Post-Dispatch, Suburban Journals, and trade publications. Wrote front cover stories and feature stories for publication in trade magazines.

Donnelly Advertising – Account Executive. 1987-1990.

Account Executive position with small advertising agency in St. Louis, MO which specialized in corporate recruitment, healthcare, automotive, food industry and aerospace accounts. Responsible for sales and account management duties. Managed existing accounts and business development for new business.

-Managed major national accounts, including Continental Research Company, Calgon Vestal Laboratories, Ralston Purina and several divisions of Boeing.

-Responsible for recruitment advertising, print advertising, billing, invoices and client services duties. Duties included account management, sales, marketing, project management, and related tasks.

-Worked with major newspapers and magazines.

-Assisted with client services, project management, account management, and account coordination tasks.

Mayer Homes - PR/Marketing Communications Specialist. 1986-1987.

Coordinated marketing, sales coordination, events, PR, sales support, project coordination, advertising and communications for major local homebuilder. Responsible for newsletters, brochures, flyers and communications materials. Responsible for sales contracts, building permits and sales support.

- Assisted Director of Marketing with marketing, sales, contracts, account management and communications duties. Prepared sales contracts and sent follow up letters to sales prospects.

- Responsible for sales support, data entry, sales coordination and management of sales contracts.

- Wrote press releases and front cover stories for publication in the St. Louis Post-Dispatch, trade publications and magazines. Responsible for copywriting, design and production of marketing materials.

- Coordinated realtor events, trade shows, grand openings, and company events.

- Served as representative at trade shows, grand openings, realtor events and company events.

- Responsible for marketing materials, newsletters, flyers, brochures and promotional materials.

- Served as company representative and media liaison.

- Assisted Director of Sales and Marketing with sales support, sales coordination, marketing, PR, advertising, communications and special events. Developed company’s first PR campaign, resulting in consistent media coverage.

- Brought marketing, advertising, PR and event coordination efforts in house.

- Attended sales meetings, Home Builder Association meetings, grand openings and events.

Activities Magellan – Leader of charity walk team to benefit NAMI. 2004-2015.

NAMI – Team Captain for Walk, Volunteer for Gala, Gala committee, procurement, assembled baskets.

BJC Wings Program – Charity trivia night and charity golf tournament committees at Magellan.

Magellan - Silent auction for golf tournament and trivia night. Solicited donations, assembled gift baskets,

set up and managed silent auctions to benefit BJC Wings Pediatric Hospice Organization.

Magellan – Social Activities Committee, Spirit Team Committee and Diversity Committee.

NAMI – Gala Committee. Solicited donations, assembled gift baskets, assisted with silent auction.

Alzheimer’s Association - Team Captain for Walk to End Alzheimer’s.

NAMI - #1 Top Corporate Fundraising Team under my leadership for NAMI Walks, St. Louis MO.

Magellan - Account Management award – for excellence in account management.

Magellan - SERP award – Service Excellence Reward Program recipient 2002-2015.

Contact this candidate