Benefits Advisor
Resume:
DIANNE E. Perkins
Dallas, Texas 75231
***********@*****.***
ADMINISTRATIVE ASSISTANT AND RECEPTIONIST
A proven professional executive administrative assistant and receptionist.
Proactively utilizing organizational and interpersonal customer service and
communication skills to accomplish a broad base of assignments in a timely
and cost effective manner.
Highly articulate, clear and concise (both verbal and written).
Superior time management skills to effectively balance multiple priorities.
EXPERIENCE:
Extend Health, Richardson, TX July 2013 -
December 2013
Medicare Insurance benefit advisors and providers June 2014
- June 2015
Benefit Advisor
. Guided and assisted Medicare eligible retirees in choosing and
purchasing an insurance plan based on their individual needs.
. Responded to customer inquiries and properly documented and resolved
service issues.
. Used consultative skills to assess the client's needs to determine
the best insurance plan and assessed appropriate eligibility.
. Interpreted and applied varying guidelines across multiple insurance
carriers to applicant-specific health scenarios.
. Read, analyzed and interpreted documents including insurance
applications, procedure manuals, policies and contracts.
Babich & Associates, Dallas, TX September 2011-
February 2013
Placement and recruitment firm
Administrative Assistant and Receptionist
. Greeted employment candidates, assisted them in completing paperwork and
registration for job search and registered in ACT database
. Managed extremely active phone system and transferred calls appropriately
. Scheduled, set up and prepared conference room for business client and
prospective employee meetings and interviews
. Ordered office and kitchen supplies, forms, business cards and stationery
. Handled all incoming and outgoing mail, packages, and deliveries
. Performed clerical duties and prepared Word documents and Excel
spreadsheets
. Prepared and formatted resumes for submission to business clients
searching for new employee
. Edited employment and job search books for publication and maintained
LinkedIn, Facebook, Twitter and company websites
. Compiled, maintained and updated monthly petty cash report
Enerven Compression Services, Dallas, TX July 2007-
February 2011
Provider of services and equipment to the gas compression industry
Executive Administrative Assistant and Receptionist
. Directed office and all related receptionist and executive administrative
activities in order to maintain and promote an effective and efficient
work environment
. Managed busy multi-line phone system, directed calls and greeted numerous
clients and guests
. Scheduled and coordinated appointments, company board meetings and
presentations, made travel arrangements and maintained executive
calendars, expense reports and schedules
. Researched and prepared correspondence, comprehensive documents and
statistical reports
. Handled incoming and outgoing mail, mass mailings and various shipments
. Managed and maintained highly confidential human resource activities
including all employee health insurance benefits and negotiated insurance
policy costs
. Entered all invoices for accounts payable and accounts receivable into
Netsuite accounting software
. Negotiated the purchase of office equipment and supplies in accordance
with company purchasing policies and budgetary restrictions
. Formulated procedures for systematic retention, retrieval and disposal of
files and records
Baptist Foundation of Texas, Dallas, TX January 1992-
February 2007
Nonprofit charitable foundation with $2 billion + assets under management
Institutional Accounting Specialist 1998-2007
. Provided customer service to clients while servicing and maintaining over
2000 endowment and funds management accounts for them
. Interacted with clients regarding inquiries on account details and
customer financial statements
. Facilitated client's gifts of cash, securities and real property to open
and close client's accounts
. Coordinated investment vehicles and strategies with Investment Officer to
facilitate purchase and liquidation of common funds per client's requests
. Analyzed and organized transactional information to compile and prepare
quarterly board reports
Trust Administrative Assistant and Receptionist 1992-1998
. Transcribed, drafted and prepared legal agreements including gift
annuities, unitrusts, life estates, endowment funds, and advise & consult
funds
. Managed 100-line phone system, answered switchboard and directed incoming
calls
. Scheduled client meetings, appointments and travel arrangements
. Corresponded with institutional officers regarding provisions of new
endowment and trust agreements and disposition of remaining assets
. Performed general office duties and maintained heavy filing
responsibilities
CORE COMPETENCIES
Microsoft Word
Microsoft Excel
Microsoft Outlook
Internet Explorer
Adobe Acrobat
Vertical Response
SunGard Series 7
Innovest Trust System
State of Texas Department of Insurance License - Life and Health
EDUCATION:
Texas Christian University, Fort Worth, Texas 1971
Bachelor of Arts
Paschal High School, Fort Worth, Texas 1967
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