Administrative Assistant Life Insurance

Rosemary Julian

career profile

Administrative support professional offering versatile office management skills and proficiency in Microsoft Office programs. An effective planner and problem solver, who readily adapts to change, works independently, and exceeds expectations. Able to organize multiple priorities and meet tight deadlines without compromising quality.

Skillful background as a talented, results-producing support professional with a proven record in planning, managing and leading comprehensive strategies in support of marketing and revenue goals.

Demonstrated capacity to provide comprehensive support for executive-level staff including scheduling meetings, coordinating travel, and effectively managing all essential tasks.

Proven track record of accurately completing research, reporting, information management, marketing, and business-development efforts within company requirements.

Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency, and achieve organizational objectives.

Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages.

Proficient in Microsoft Office System, Lotus Notes, Concur, E-pro, Ariba, Outlook.

Bilingual (English/Spanish)

Donnelly Mechanical HAVC

Accounts Payable Clerk/Office Assistant Floater 2013 to 2014

Generate service invoice of maintenance and emergency HAVC services provide.

Verifies accounts by reconciling invoice statements and transactions of materials purchased for services rendered.

Index all incoming invoices on MAXX cloud database for payment routing.

Generate and maintain certificates of Liability and Workers-comp certificates for active constructions sites.

Provide administrative support to office staff, coverage for department assistants, typing progress notes, reports, letters, memos, and forms.

MetLife Insurance Company 2010 - 2012

Secretary to Officer

Provided administrative support to VP Strategic Analytics & Infrastructure

Provided secretarial support in the form of correspondence and memorandum drafting. Proactively created productivity reports to ensure deadlines were efficiently met. Prioritized incoming calls and effectively organized filings, while expertly maintaining various distribution and contact lists. Daily responsibilities also included scheduling of appointments and travel arrangements, while facilitating timely expense reimbursements. Assembled and collated materials for distribution, in addition to updating and maintaining the attendance of entire profit center.

Demonstrated self sufficiency in the meticulous management of the annual renewal and registration of MetLife’s Do Not Call List. Proficiently collecting research and coordinating with legal counterparts to ensure compliance with state regulatory laws and requirements on a national basis.

Guardian Life Insurance Company of America 2000 to 2009

Administrative Assistant/ Staff Assistant

Provided administrative support to SVP Group Retirement Solutions and the Head of the Retirement Center of Excellence. Perform a variety of related functions for Executive officers by coordinating and conducting several duties which consist of calendar management, travel arrangements, expense reimbursements, and payment of invoices, and other administrative clerical duties.

These functions included but not limited to, providing a high level of customer service to external and internal customers by serving as a first point of contact in client interface. Daily responsibilities include answering phones, managing and coordinating meetings, ordering supplies, prepare correspondence and handling the day to day business issues to assure the smooth flow of the daily office operations.

Assisted in ad hoc projects ranging from coordinating request for system updates, department relocations, overseeing the ordering and collating of marketing materials for upcoming meetings. Assemble and analyze data as requested and/or needed to provide reports for such items as accruals, licensing, certifications, proposal requests, and funds performance updates.

Guardian Life Insurance Company of America 2002 to 2000

Secretarial Assistant

Secretarial Expertise

Directed inquiries and calls for a large staff to the appropriate source and follow through to completion as well as analyzing circumstances to determine what information is requested or needs to be conveyed, and what response is therefore appropriate to provide.

Served as back-up for Staff Supervisor in addition to Administrative and Executive Assistants when needed.

Coordinated/ maintained Departmental meeting functions, which included selecting venues, hand outs, collating marketing materials etc.

Managed all aspects of employee benefits such as time and attendance, vacation, medical benefits, payroll information.

Coordinated successful Broker/Dealer seminars, creating invitations and of promotional materials.

Guardian Life Insurance Company of America 1999 to 2002

Staff Assistant

Provided administrative support to the Administrative Staff Supervisor of the Group Pensions Profit Center and departmental staff.

Performed all clerical duties for the Group Pension’s staff, which included filing, typing, and receptionist, purchasing of supplies and maintained office equipment in working order.

Worked along with Guardian Group Pension Help Desk and employees to resolve PC software/hardware problems, in addition to interacting with building services regarding relocation, space and maintenance.

Played a key role and independently responsible for keeping track of and implementing standards criteria for the Guardian Employee recognition program.

Guardian Life Insurance Company of America 1998 to 1999

Life Support Underwriting Assistant

Provided Administrative support to three Life Underwriters to assure the efficient and timely processing of new business applications

Intercepted callers to underwriters by communicating with agents and other clients to answer question, and provide information regarding new business case status.

Essential in implementing and creating formatted corresponds that saved time and redundancies in work flow.

Created a coded system that kept track of new businesses suspense files to assure the processing and expediting new policies in a timely matter.

Independently verified and attained the requirement need to issue policy standards and classification.

Office Skills:

Office Management

Records Management

Database Administration

Spreadsheets/Reports

Event Management

Calendaring

Front-Desk Reception

Executive Support

Travel Coordination

Computer Skills:

MS Word

MS Excel

MS PowerPoint

MS Outlook

MS Access

Lotus Notes

Concur

Ariba

Viso

January, 2004 – June, 2009 TOURO COLLEGE New York, NY

Bachelors of Science in Business Administration

January 1998 – May, 1998 OPPORTUNITIES FOR A BETTER TOMORROW Brooklyn, NY

Courses: Business English, Business Math, Office Procedures, Typing, Data Entry, Computer Application

January, 1997 – February, 1998 LONG ISLAND UNIVERSITY Brooklyn, NY

School of Continuing Studies

Courses: Medical Terminology, ICD-9-CM Coding, Current Procedural Terminology Coding, and Computerized Medical Billing

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