Cynthia Kreizer
Cell: 203-***-**** / Fairfield, CT / ac7yjf@r.postjobfree.com
PROFESSIONAL SUMMARY:
- Energetic, highly skilled Administrative Assistant with C-level and Customer Service experience
- Intermediate skills with Outlook, MicroSoft Word, Excel, and PowerPoint
- Excellent proofreading, verbal and written communication skills; type 77 WPM with 0 errors; Data Entry
- Completes tasks quickly and efficiently, focused, follows-through
- Team-player, dependable, flexible, organized, maintains confidentiality
WORK HISTORY:
ADMINISTRATIVE ASSISTANT/INSURANCE ASSOCIATE, 11/02/05 to 1/02/18 (full-time; early retirement after 12 years)
MARSH USA, INC. (MARSH & MCLENNAN COMPANIES) – PRIVATE CLIENT SERVICES, NORWALK, CT
- Handled all administrative support for 1 SVP National Sales Leader, 2 VPs, 2 AVPs, 1 Sales Consultant, 4 Client Advisors
- Ordered High Net Worth clients’ summaries online (via Applied) and entered contact info for the Client Advisors
- Created, proofread, edited, and sent cover letters with annual policy summaries to clients and proposals to prospects
- Data Entry: compared and updated clients’ valuable articles in insurance carriers’ websites and clients’ summaries
- Assisted in creating and mailing agents’ intro/resignation letters to clients; updated Excel sales reports/billing schedules
- Accessed carrier websites to confirm client policy/billing/payment history information; printed invoices and dec pages
- Customer Service: prevented policy cancellations by reminding clients to pay; asked insurance carriers to extend due dates
- Confirmed with insurance carriers and clients that payments were processed
- Asked Client Advisors to reinstate policies if cancelled due to non-pay; asked carriers to update clients’ contact/billing info
- Printed agents’ insurance licenses from state websites; scanned/filed licenses; ordered new/renewed licenses
- Ordered clients’ and prospects’ reports online via ChoicePoint and Marsh’s Vegas office (i.e., Motor Vehicle
Reports, NCF Credit Reports, Clue Auto, Clue Home, Flood Zone Determinations)
- Assisted in acquiring clients by researching home appraisals, tax cards, contact info, and biographies
Screened/forwarded phone calls; took messages; set up conference calls (via InterCall); reserved conference rooms online
- Arranged domestic travel for SVP National Sales Leader; opened/distributed mail; created mailing & Fed Ex shipping labels
- Coordinated meals, e-invitations for meetings, training and events
- Maintained group calendars and manager’s calendar in Outlook; assisted manager in updating stewardship calendars
- Updated database procedural manuals, team bios/organizational charts, client contact screens, carrier addresses
- Coded FedEx invoices to manager for payment approval (via Oracle/Markview Invoicing)
- Scanned clients’ invoices to Marsh’s Vegas office for invoicing and validation (via Applied)
- Overnighted clients’ policy premium checks to Marsh’s finance center and to insurance carriers
- Scanned, mailed or emailed invoices, checks and commission statements to Marsh’s finance center or fiduciary center
- Scanned claims documents and faxes to Marsh’s Vegas office (via Applied); re-coded agents’ transfer of clients in Applied
- Ordered iPhones and laptops/accessories online (via quickRequest, an in-house software)
- Ordered office supplies and business cards (via iBuy and receptionist); onboarding of new-hires
ADMINISTRATIVE ASSISTANT, 3/2003 to 5/13/05 (part-time)
REDDING CONSULTANTS, INC., FAIRFIELD, CT (This company is no longer in business.)
- Handled administrative support in small office for President/Founder, Office Manager, 5 consultants
- Worked extensive overtime to create PowerPoint charts and graphs for the team
- Created letters, memos, emails, mail merges and bulk mailings
- Covered phones and took messages; managed calendars
- Updated address directories; arranged travel; arranged meetings; ordered meals
- Assisted President with research and events; distributed mail; created shipping labels
EDUCATION:
WICHITA STATE UNIVERSITY, Wichita, KS
Bachelor of General Studies - 1983 (English Lit/Journalism)
HUTCHINSON COMMUNITY COLLEGE, Hutchinson, KS
Associate of Arts - 1980 (English Literature)
EX-MILITARY:
KANSAS ARMY NATIONAL GUARD, Hays, KS
MOS: Supply Man; Rank: SP4; Term: 12/31/75 to 12/30/78
I can provide college transcripts & honorable discharge papers.
Coordinated meetings and lunches; arranged travel
Maintained supplies
Distributed mail; created shipping labels