Jeanne Padakis

** ***** **** **., **** River, NJ 08757

732-***-**** - ac5t5x@r.postjobfree.com

Two River Benefits / TEKCare

Tinton Falls, NJ

Exec. Asst. / Client Service Mgr. & Coordinator 2016 - Present

• Oversee Commission Software decisions, Webinars, and maintain all incoming premium and Commission statements. Importing of Data, software maintenance, and running reports were also a part of this process.

• Handle & Service Client accounts including; Enrollment of Employee Applications, assist employees of our clients with Health Questions, Claims, Benefit ID cards, etc. with follow-up. I assist with renewal quotes through various carriers for client accounts.

• Travel Arrangements and Calendar Management

• Composing of Correspondence

• Purchasing: Research Vendors and present competitive charts, quotes, and comparisons to the Executive staff.

• Event Planning of Corporate Events

• Handle Collections and Maintaining of Client Accounts First Jersey Insurance Agency, Inc.

Freehold, NJ

Executive Administrator 2014 - 2016

• Oversee and managed a 17-person staff (New Jersey & Florida Offices)

• Licensed for Health & Life Insurance in the States of New Jersey & Florida

• Handled client concerns and questions resulting in resolution and satisfaction

• Travel & Calendar management

• Revised employee handbooks, documentation, and maintained benefit eligibility and administration of all staff employees.

• Handled Compliance issues, documentation, and assure that our workspace is compliant

• Job Fairs and Various Seminar Events

• Oversee Lead Operations and New Business Coordination

• Event planning of Corporate events

Joulé Inc.

Edison, NJ

Executive Assistant to CFO & President / Office Manager 2005 - 2014

• Travel & Calendar Management, including invites and scheduling conference room

• Answer phones and direct calls

• Opened and distributed mail

• Meet & greet Clients

• Preparation of materials for Board meetings

• Created PowerPoint presentations

• Prepared expense reports

• Event planning; designing, coordinating, choosing venues, menus, audio/video, etc. for the Company on all Events held during the year. (training program events, job fairs, annual meetings, holiday dinner events)

• Purchasing/ Buyer for the Company and its division offices and branches. Researched Vendors, negotiated pricing, reviewed all contracts, bids, & proposals to be sure they match the company’s specific needs.

• Involved in running and coordinating meetings on Team Projects with positive results; some themes were -Appreciation of Administrative Staff and Corporate BBQ party w/games and prizes resulting in a more productive and a happier work environment for the staff employees.

• New Hire PowerPoint Presentations

• Maintained inventory and ordering of all office supplies.

• Maintained all leases, and lease renewals on all branch offices throughout New Jersey.

• Supervised maintenance staff which included scheduling of duties, yearly reviews, and delegating responsibilities.

• Provide all clients with Certificates of Insurance for compliance reasons while reviewing client contracts/bids for insurance requirements for all Divisions of the Company

• Assist the CFO with insurance policy renewals (consisting of over 10 policies). Completing applications, reviewing price comparisons, organizing payments of premium, and follow-up

• Managed and maintained auto insurance policy renewal, deletions, additions while maintaining updated information and software (Filmmaker Pro) on all fleet vehicles.

• Calculated and typed quarterly reports based on worker’s comp claims & coverage for each division

• Assisted the President and owner of the company with various projects including follow-up Summit Financial Resources

Eatontown, NJ

Executive Assistant /Events Coordinator 2003 – 2005

• Travel and Calendar Management

• Set-up of workshops & seminars in various venues including A/V set-up, design and printing invitations, and “save the date” reminders.

• Coordinated and designed event timeline

• Assisted with quarterly reports on Excel spreadsheets

• Upgraded and made necessary changes to PowerPoint presentations

• Responsible for AR and AP for the office

• Set-up appointments from leads and feedback from seminars

• Internet research on marketing commentaries and investments

• Processed applications with follow-up of life insurance, long-term care, disability, annuities and mutual funds

• Supervised and managed the office, vendor purchasing which included price comparisons, meetings with vendors, and making final decision

Nuzzi Financial Network

Franklin Lakes, NJ

Executive Assistant/Office Manager 1994 - 2003

• Managed travel and calendar management

• Scheduled reservations and coordinated luncheons for client meetings

• Typed and organized financial Excel spreadsheets and documents

• Typed and composed all outgoing correspondence, generated mail merges, graphs, preparation of presentations

• Updated all investment accounts in a timely manner

• Assisted with 401(K) plans for existing clients including calculations and preparation of Quarterly statements

• Prepared spreadsheet quotes and illustrations for life, disability, long term care, and health insurance policies for existing and prospective clients

• Ordered medical exams necessary for clients to obtain life insurance

• Assisted clients with health insurance claims, new enrollees, problem solving and insurance renewals

• Coordinated set-up for planned seminars, meeting and various other events

• Set-up agenda, document minutes of company meetings Skills:

Microsoft Office, Adobe Illustrator, Photoshop, Notepad (html coding), QuickBooks, FileMaker Pro, eEmpact, GBS software; TIG Reporting, ADMIN DIRECT, AgencyBloc Software Licenses:

Life & Health Insurance Licenses in the State of New Jersey & the State of Florida Certifications:

Notary in the State of New Jersey

Education:

The Art Institute of Pittsburgh Online Division

Associates in Web Design & Interactive Media

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