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Customer Service Executive

Camarillo, CA
September 29, 2018

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A motivated and highly recognized professional with over fifteen (15) years of experience in planning, coordination and execution of technical and business proposals with a ninety five (95%) percent success rate. An experienced team leader that meets customers’ expectations by implementing effective business process techniques. Provide high level quality work, planning and follow-up that enhance office productivity.


Proposal development

Project Planning and Execution


Microsoft Tool Suite

Market Analysis and Strategies

Financial planning and strategy


Customer Relationship


Total Compensation Systems 2008-Present

Executive Actuarial Assistant

Collect customer information to produce technical report proposals and increase company portfolio revenue with a high return on investment.

Developed over 50 technical proposals from inception to contract award.

Manage proposal development process and served as lead writer. Balance workload and deliverables for multiple sales parallel opportunities.

Responsible for reviewing RFPs and ensuring the quality of the proposals address customer requested requirements.

Establish strategic plans which included Plan of Actions and Milestones (POAM). The priority is to communicate and manage expectations with leadership and proposal team.

Utilized several tracking methods using metrics to monitor proposal progress against established delivery deadlines with a success rate of 90% of proposals delivery on time.

Identify marketing opportunities with consumer requirements and determine competitor’s share to strengthen customer market share.

Experience in managing multiple projects and overseeing up to five cross-functional teams. Partner with leading firms to leverage expertise and develop in-house proposal talent.

Create and deliver executive presentations to demonstrate proposal team effectiveness.

Provide excellent customer service in order to maintain customer satisfaction and establish new business opportunities.

Play a critical role in business expansion by creating and maintaining customer account records, including invoicing and collection of funds.

Responsible for developing over fifty marketing plans, brochures and proposals to increase company market share.

Manage day-to-day operations of the office and responsible for project management.

Manage and audit health retiree valuations so they are conducted properly to support the customer.

Recommend process improvement, manage special projects and updated team knowledge on marketing share systems.

Select Remedy 2002-2008

Executive Recruiter

Managed the Ventura County office customer’s accounts and executive positions database.

Responsible for contacting prospective customers and developed job requirements. Assisted in the hiring process and helped transition the candidates in their positions.

Expanded and developed policies to maintain recruiting compliance with federal, state and local regulations/standards.

Experience in exempt, nonexempt and production hiring, interpreting corporate personnel policies/practices, conducted employee transfers, promotions, exit interviews and other recruiting duties.

Responsible for advertising employment opportunities on a local and national level. Supported local, college and national job fairs for technical and non-technical positions.

Generated and conducted reporting presentations for the leadership team on hiring and attrition statistics for recruiting events.

Pre-screened resumes, coordinated interviews, conducted behavioral interviews and testing. Worked in conjunction with the compensation department regarding salary approvals prior to offering employment.

Conducted employee benefit orientations, processed benefit administration, and reconciled billing. Facilitated issues between employees and insurance carrier, leave of absence, and COBRA.

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