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Sales Assistant

Alpharetta, GA
December 25, 2018

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Wendy Aarons

**** ******** ***** ****

Alpharetta, GA, 30004




Sales Assistant – December, 2013 – November, 2018

Service Smaller Groups for the Eastern Region for any claims issues as well as renewal issues, benefits changes, etc.

Monitor Sales Email Box and send to appropriate person.

Open Enrollment/Health Fair Scheduler. Obtain attendance for any events that may come up. Send Enrollment Form for Materials to be printing to our Printing Department as well as send to Enterprise Enrollment to have them add the event and Contractor to the schedule for view by Sales Team.

Work in SalesForce to send tasks downstream to different departments to implement and complete. Broker of Record Changes, Address Changes, Set Up Access for System use for different Users.

Order Office Supplies for the Sales Department.

Account Services Associate, Mar 2006 – December, 2013

Researching and Resolving Eligibility and Claim Issues

Attending Open Enrollments and Benefit Fairs when applicable

Tracking and Verifying Changes to Contracts, amendments, benefit highlights and Evidence of Coverage (EOC) brochures

Inventory and Maintain Promotional Items

Order Promotional Items for existing group National IAM

Assist with small groups under 100 with no Account Manager for any claim issues as well as any renewal issues.

Monitor Sales Email Box and send to appropriate person.

Assist with any new groups for appointments, BAA agreements and other documentation that is necessary.

Working with Account Managers and Underwriting Department to obtain renewal rating information.

Marketing Coordinator, Oct 2001 – Mar 2006

Inputting, reviewing and releasing Request for Proposal via RAP system sent by broker, consultant, client or Account Executive.

Licensing and appointing new brokers and agents.

Preparing report in Excel for entire Eastern Region regarding proposals that were completed for the week and distributed.

Sales Secretary, Aug 1999 – Oct 2001

Administrative Duties: Ordering supplies, keeping inventory of the promotional items, attendance in Kronos, backup support for the department, answered or directed phone calls to the appropriate member of the department. Supporting the Director of Sales.


Dean Junior College, Franklin, MA

A.S. (Secretarial Science), June 1979


Excellent Organization and Follow Up Skills

Excellent Analytical and Problem Solving Skills

Oral and Written Communication Skills

Health Insurance License

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