Office Manager, Administrative Assistant

Patricia Draus Goodman

**** *. **** ***, ********* Heights IL 60004

Cell: 847-***-**** - ************@*******.***

Summary

Life Insurance Agent skilled at assessing client needs and providing customer service.

Former Digital Marketing Business Consultant knowledgeable of ecommerce and online marketing strategies that yield the best ROI for customers.

Former Franchise Owner/Operator skilled at managing the business from site build out to grand opening and into day to day operations. Delivered customer satisfaction to increase customer loyalty.

Former Group Underwriter/Manager with strengths in account management, project management, benefit plan analysis and pricing of employee benefit plans for Fortune 500 companies. Accomplishments

Obtained life insurance license and became an independent life insurance agent.

Developed internet marketing skills and created a home based marketing and consulting business.

As a franchise owner, managed the creation of the Pump It Up of Vernon Hills Party Facility from the inception of the franchise agreement through the store build out and into the day to day operation and management of the facility.

Through effective and open communications, successfully managed and transitioned my departments through three company acquisitions while maintaining employee morale and productivity levels. Experience

Independent Life Insurance Agent

April 2016 to Present

Self-Employed – Arlington Heights, IL

Develops potential clients through a referral program.

Books fact finding appointments to determine client needs.

Determines extent of present coverage and develops the needed additional protection plan.

Performs field underwriting to assess client’s insurability with insurance carrier underwriting requirements.

Calculates and quotes rates for recommended protection plans.

Completes application for coverage and obtains underwriting approval.

Delivers policy and provides on-going customer service to clients. Page 1 of 2

Patricia Draus Goodman

Experience continued

Digital Marketing Business Consultant

June 2012 to March 2016

Self-Employed – Arlington Heights, IL

Consult with individuals and recommend products and services that support the creation and growth of online businesses.

Develop internet lead generation strategies and create online marketing campaigns distributed through social media, search engines and email.

Write and publish articles on business and personal development topics. Articles are published at: http://patriciagoodman.com/blog

Creator of “The Passive Income Project”; a product designed to teach individuals how to create an information product to be sold online.

Franchise Owner/Operator

June 2004 to May 2012

Pump It Up of Vernon Hills - Vernon Hills, IL

Secured franchise location and worked with general contractor to build out the site based upon franchise specifications.

Hired & managed a staff of three full-time and 25 part-time employees. Ensured compliance with franchise operating procedures including marketing and advertising. Conducted on-going customer service training for employees. Delivered customer satisfaction to increase customer loyalty. Using QuickBooks handled all bank reconciliations, financial analysis and payroll. Manager - Group Underwriting

October 1995 to April 2004

UnitedHealthcare - Naperville, IL

Responsible for the Midwest group underwriting office. Underwrote group employee medical and dental benefit plans for employers ranging in size from 100 to 5,000 employees.

Successfully managed to P&L targets while also achieving growth objectives.

Managed expenses within planned department budget levels.

Identified and implemented best practices across the underwriting office.

Built and maintained positive working relationships with field sales offices and customer accounts. Education

Bachelor of Arts : Sociology, University of Illinois at Chicago - IL Page 2 of 2

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