Assistant Executive

THE FINISH

LINE

Possessing over ** successful years of management and administrative

experience in various industries, from receptionist in a law firm, to

Executive Assistant in various corporate environments. Through these

experiences, the most valuable lesson I learned that lead to my success as

a leader is understanding how to manage individuals by building moral and

self-motivation.

9 TO 5

Property & Casualty Insurance

. Assess prospective Insured's property for application processing (

Commercial Properties, Commercial Businesses,

Business Owner's Policy including Auto, Worker's Compensation, Personal

Home Owner's & Auto )

. Review liabilities and guidelines with various Agencies and/or

Underwriters for qualifications

. Gather quotations from various Insurance Companies to present to Client

. Review policy with Client for thorough understanding of limits,

coverages, and exclusions

. Prepare and submit any/all Mortgagee's requests & Claims submission

. Advise and follow up on any/all Recommendations by Company to avoid

cancellation

Real Estate Sales

. Interview clientele to fully understand their needs prior to composing

list of available properties

. Educate first-time homeowners in the procedures of home buying and review

their options of investment type

. Negotiate terms for my clientele

. Exercise confidentiality, loyalty, accountability, and obedience to my

client

Real Estate Management / Compliance Consulting

. Researched, composed, assembled all legal documents for Answers, Appeals,

Applications, Challenges to various

municipalities on behalf of the Owners

. Assisted in maintaining the integrity of individual properties

. Represented Owners at Borough hearings for all violations

. Reviewed and enforced municipality's guidelines (environmental & rental

issues)

. Created monthly financial reports for individual sites & monitored

various financial ledgers (general & security

deposit accounts)

. Responsible for all written communication (application filings, responses

to agency denial and/or additional

information requests, general correspondence, etc.,)

. Acted as a liaison between Owners and Tenants (negotiated move-ins & move-

outs)

. Performed and analyzed credit reports and reference verification of all

potential candidates

. Prepared Leases, Riders of all Leases and Renewals (commercial &

residential), reviewed Lease terms with Tenants

. Handled Tenant complaints and/or work orders

. Delegated maintenance requests to sub-contractors and/or maintenance

staff

. Assessed all sub-contractor's and commercial occupants' insurance

policies throughout their assignments / tenancy

Operations Management

. Collaborated projects with Officers and upper management

. Interviewed, trained, guided and reviewed administrative staff on

procedures & objectives

. Maintained office calendars to ensure all deadlines are met, conference

calls, avoid scheduling conflicts, etc.,

. Assembled conferences (telephone. luncheons, staff meetings, inter-office

functions, client based, etc.,)

. Negotiated & monitored contracts with vendors (caterers, communications,

suppliers, travel networks)

. Responsible for office inventory, file storage, law library, travel

arrangements

. Evaluated invoices for processing (including expense reports & time-

sheets)

. Handled all aspects of finances / billing functions (accounts receivables

& payables, budgeting, disbursements,

finalized billing, and reconciled bank statements)

. Reviewed and monitored disbursement schedules

. Coordinated all office functions (conferences, events, holiday functions,

and seminars)

. Performed weekly staff meeting with administrative staff to review case

assignments, priorities, status, conditions and

opinions/suggestions

. Administered overall administrative procedures

. Performed follow up calls for upcoming meetings, deadline extensions,

travel arrangements

. Handled all general and interpersonal correspondences

. Prepared and processed all special mailings (overnight, signature

confirmation, etc.,)

Executive Assistant / Legal Assistant

. Responsible for calendar of all executives

. Arranged functions (luncheons, opening events, conferences, holiday

parties, seminars)

. Organized conference calls

. Deliberated travel schedule for senior staff and clientele while handling

their loyalty accounts

. Created marketing tools for retail spaces at various shopping centers

throughout Orange County

. Assessed all potential commercial tenants for Senior Executive Leasing

Consultant

. Prepared all Lease packets

. Verified required documents (insurance policies, financials, government

identifications, credit, etc.,)

. Performed legal research

. Assembled trial books

. Responsible for preparing and filing all legal documents (Answers, Charge

Memorandum, Complaints, Documents

Productions; Requests and Responses, Motions, Subpoenas, and Uniform

Submissions)

. Prepared all corporate documents (Agreements, Audit Inquiries, Corporate

Minutes, Employment Records, Leases and

Loans)

. Interacted heavily with regulatory agencies regarding filing of agency

forms for member organizations, dead-line

extensions, arbitrator lists and hearing schedules

. Administered all correspondences

Insurance Administrator

. Assisted clientele with inquiries and recommended alternative solutions

. Maintained accounting ledger

. Processed and assembled proposals

. Conducted field underwriting to pre-qualify policy issuance and pre-

examined claims

. Processed various types of insurance policies (Auto, Home, Life and

Renters)

. Educated insureds on their policy coverage

. Reviewed insurance policies for individual suitability

. Organized and supervised all office events

THE ROAD

TRAVELED

2011 - Present Simply Insured Insurance Brokerage, Inc. *

Flushing, NY P & C Broker

2003 - Present Simply Living * New York, NY

Real Estate Broker

2002 - 2009 Checkpoint Systems * Brooklyn, NY

Operations Manager

2000 - 2001 The Irvine Company * Newport Beach, C

Executive Assistant

1995 - 1999 Brunelle & Hadjikow, LLC New York, NY

Executive Assistant / Legal Secretary / Assistant Office Manager

1992 - 1995 Automated Concepts, Inc. * New York, NY

Office Manager

1990 - 1992 Nassau Community College * Garden City, NY

GPA: 3.5

Associates Degree - Communications

NCC - Disabled Student Services * Garden City, NY Bus Driver

1987 - 1989 Allstate Insurance * Islip, NY

Office Manager

1986 - 1987 Schal Associates * New York, NY

Executive Assistant

1985 - 1985 Queen Broadcasting Center * Jamaica, NY

Certificate:

Project: Black Expo '85 Speech &

Announcement

1980 - 1984 Lloyd Neal Merrill, Esq. * New York, NY

Receptionist /

Legal

Secretary

PERSONAL

TRAINING

Software

Excel * Lotus 1-2-3 * Internet * Microsoft Office * PowerPoint *

WordPerfect 5.1

Hardware

Mac * Personal Computer

Office Equipment

Binding Machine * Copier * Dictaphone * Facsimile * Personal Computer *

Projector * Scanner * Typewriter *

10-Keypunch

Second Language

Chinese (Cantonese dialect)

License / Certification

New York State Property & Casualty Insurance Broker

New York State Real Estate Broker

Speech & Announcement Certificate

Events

"Bridging the Gap"

"Black Expo '85"

Skills / Characteristics

Accountability * Adaptability * Analytical * Challenge Driven * Common

Sense * Communication (verbal & written) * Computer Literate *

Confidentiality * Customer Relations * Creative * Deadline Proficient *

Dependable * Detailed-Oriented * Diplomacy * Flexible * Follow Up

Reliability * Goal Oriented * Integrity * Interpersonal Interaction *

Leadership * Loyalty * Multi-Tasking * Negotiation Forte * Organized *

Personable * Public Relations * Prioritize * Problem Solver * Professional

* Quick Learner * Research Efficient * Resourceful * Respectful * Team

Player * Time-Management * Self-Motivator

References Proudly Furnished Upon Request

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