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Administrative Assistant Sales

Elkton, MD, 21921
September 20, 2018

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Diane M. Rose

*** ******** ***** **** 443-***-****

Elkton, MD 21921


Experienced Administrative Assistant who has successfully streamlined departments to run more efficiently

and be more proficient with the daily operations.


Microsoft Office proficient Professional and mature

Self-starter Results-oriented

Resourceful Dedicated team player


Mid Atlantic Benefits Group March 2016 - Present

Account Management Coordinator Havre de Grace, MD

•Schedules group meetings for client and agent

•Developed and maintain databases for accurate client data

•Weekly calls with each Agent on their progress for their group renewals

•Increased Annual Premium by 10% over prior year

•Run monthly reports for each agent and gathers information on completion of renewals

•Agent contracting and licensing

•Agent appointment with various carriers

IFS Benefits, LLC January 2014 – April 2015

Administrative Assistant Newark, DE

•Administrative Assistant to Owners/Senior Account Executives

•Prepared monthly renewal and new sales spreadsheets

•Maintained database of client accounts for accuracy

•Schedule meetings for Sales executive Calendars/ scheduled meetings

•Made sure employee state licenses were renewed and active

•Client advocate for enrollments, claims and inquires

•Designed electronic file systems and maintained electronic and paper files

•Ensured daily office needs such as supplies were ordered, and office equipment was in working order

Poland & Sullivan Insurance June 2010 – January 2014

Administrative Services Specialist Newark, DE

•Administrative Assistant to Vice President

•Developed spreadsheet to improve the sales process

•Successfully maintained book of business of 140 group accounts and 100+ individual/Medicare supplement accounts by increasing sales from prior year

•Direct insurance sales for small groups created spreadsheets/proposals for direct insurance sales for all size groups

•Scheduled meetings and prepared conference rooms

•Created PowerPoint presentations used for business development

Organized files, developed spreadsheets, faxed reports and scanned documents

Insurance & Financial Services LLC. April 2006 – June 2010

Administrative Assistant / Account Manager Wilmington, DE

•Administrative Assistant to Owners and Senior Account Executives

•Created weekly and monthly reports and presentations

•Organized files, developed spreadsheets, faxed reports and scanned documents

•Properly routed agreements, contracts and invoices through the signature process

•Cooperated with Medicare, Medicaid and private insurance providers to resolve billing issues

•Created and maintained spreadsheets using advanced Excel functions and calculations to develop

reports and lists Maintained own book of business of 40 accounts

•Direct insurance sales for small groups

Victoria Builders, Inc. January 2005 – April 2006

Office Manager North East, MD

•Accounts Payable/Account Receivable

•Weekly Payroll

•Properly routed estimates, contracts and invoices through the signature process

•Managed client files

•Posted open positions on company and social media websites

•Made copies, sent faxes and handled all incoming and outgoing correspondence

•Designed electronic file systems and maintained electronic and paper files

Coventry Health Care, Inc. January 1999 – October 2004

Pharmacy Operations Supervisor Wilmington, DE

•Executive Assistant to Corporate Pharmacy Director

•Presented pharmacy benefits to clients at open enrollment meetings

•Supervised the daily activities of the pharmacy department

•Designed and set up pharmacy benefits for employer groups

•Managed projects for multiple health plans which includes creating and updating implementation

plans and chairing weekly meetings

•Liaison to Pharmacy Benefit Manager (PBM) for multiple health plans

•Develop and maintain the pharmacy department action and work plans

•Monitored call statistics from call center and PBM for quality improvement

•Developed multiple pharmacy and operational databases

•Educated various departments on the pharmacy program bi-annually

Principal Health Care of DE, Inc. September 1995 – January 1999

Marketing Assistant Wilmington, DE

•Assistant to Marketing Director and Account Executives

•Assisted in new member enrollment

•Handled broker and sales commissions

•Prepared monthly marketing reports

•Prepared renewal rates and renewal packets

•Back up for Account Managers

•Prepared sales packets

J.P. Morgan Bank June 1989 – September 1995

Accounts Payable Clerk Newark, DE

•Reconciled treasure and payroll accounts

•Reconciled other J.P. Morgan accounts

•Reject – reentry

•Support for managers

Education 1985 – 1989 William Penn High School, New Castle

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