Office Management, Team Player, Account Manager

Shira Walny

**********@*****.***

**** ******** ****** ****** *****, IL 60053 847-***-**** (cell) 847-***-**** (home)

Account Executive with high energy along with the ability to acquire and close customers quickly. Thorough understanding of database technologies, Microsoft Office Suite, CRM tools and ACT! Looking for position where I can maximize my training experience, program development, and coaching abilities.

Skills / Qualities

PC proficient (Microsoft, Office Suite, Quickbooks)

In-depth sales technique coaching skills

Effective leader

Organized and process efficient

Works well in collaborative and team-based environment

Strong verbal and written communications

Proficient in CRM and customized workflow tools

Strong analytical and problem solving

Excellent customer service and call center skills

Consistent and effective business development

Dedicated and results oriented team player

Quill Corporation (Lincolnshire, IL)

Account Manager November 2014 – Present

Maintain approximate average of 35% GP exceeding the company standard of 30% and below

Achieved annual quota consistently with new and existing account base growth average of 105% to goal

Manages approximately 300 companies with estimated 15,600 sites and all their business solutions, able to manage complete base changes and quickly adjust to differing client makeups, regional differences, while maintaining knowledge in expanding item categories

Experience in healthcare, technology, education, safety, maintenance/facility, and general office needs

Provide solutions to various vertical markets with regard to business operations

Execute company required outbound call time to assigned accounts on daily basis, received awards for performance

Ignyte Strategic Solutions, Inc. (Morton Grove, IL)

Principal December 2013 – November 2014

Networking with new and existing clients

Manages individual client accounts and assists with various small business needs.

Attentive to needs of individuals including claims, billing, and benefit questions, with regard to individual medical insurance policies

Ability to assist inside surgical environment as a resource to physician and medical professionals, basic knowledge in sterile environment procedures

Plans events for companies including but not limited to travel, meeting arrangements, fundraisers, and other needs.

Assists in organizing office to promote efficiency and ease of workflow.

Expense tracking, client accounting and basic bookkeeping, via spreadsheets and Quickbooks

Koeberl & Associates (Northbrook, IL)

Executive Assistant June 2005 – September 2010

Assisted in attaining award winning production levels within the company by doubling agent production in first year

Worked exclusively to create and initiate program to link a top financial institution to their sister real estate company consisting of a national benefit program

Communicated regularly with Compliance, Legal, and other Agency back office departments in an effort to adhere to all rules and regulations with regard to over 60 financial professionals and their activities within the national program

Rolled out new products by completing additional licensing and assisted in developing initial communications with exciting clients

Maintained office functionality such as mailings, meeting preparation, database and file maintenance, organization of new systems and computer programming

Coordinated daily schedule as well as marketing calendar, assisted in travel arrangements, licensing and other regulated activities

Created and modified business plan on quarterly and annual basis

Spearheaded personnel search, created and modified formats for search, interview process, contract, and assessment

Developed and customized group benefit sales presentations for dozens of organizations.

Assisted in sales, maintenance of individual insurance and annuity products (life, health, long term care, disability, retirement, college planning, financial plans) as well as application and underwriting processes, claims and appeals concerns

Point of contact for group client’s benefits administration

Planned, marketed, and executed client events including monthly training sessions for new network national financial professionals as well as annual best practice conference for national program

Established detached office and coordinated transfer of all essential business systems

Maintained personal files of owner and office

New Orleans Hillel (New Orleans, LA)

Director of Operations August 2002 – October 2003

Responsible for maintaining and managing department budgets and fiscal areas

Developed, implemented, and participated in processing multiple accurate payrolls

Coordinated and oversaw annual fundraising events

Coordinated information systems to support fundraising efforts

Supervising responsibilities for a staff of at least 4

Oversaw facility operations for multiple entities

Managed accounts payable/receivable

Inventory control

Managed budget of $315,000 per annum

Educational Background: Bachelor of Arts, University of Illinois at Chicago; Chicago, IL

Awards

Facility Sales Person of the Year Award 2015

Facility Sales Person Award Q1, P2, & Q2 2015

Team MVP for Sales Productivity P11 2014 & P9 2015

Facility Sales Person Award (3rd place) P3 & P7 2015

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