Executive Admin

BRIANNA L. FERNANDEZ

Mission Viejo, CA ***** / 949-***-**** / Email: adetdh@r.postjobfree.com / Linkedin: briannafernandezmailto:adetdh@r.postjobfree.com

I am a result oriented professional with a proven track record of success in providing high quality work in a timely fashion. My ability to deal with change allows me to work efficiently in environments that are unstructured and fast-paced. I am able to bring flexibility to my role and assignments in order to prioritize deadlines appropriately and contribute to the company’s overall success. I have excellent administrative skills and I am proficient in WORD, EXCEL, and PowerPoint.

Key competencies:

Strong Written & Verbal Skills

Variable Life / Annuities /Fixed /Group Products

Strong Organizational Skills

Life A&H License

AML, CIP, SPAT, HIPAA, HITECH, E&O

Selling Agreements / Contracts

Attention to Detail

Employee Benefits: LTD, STD, vision, dental, life

MS Word, Excel, PowerPoint, Pivot Tables

Typing 50 words per minute

EDUCATION

Irvine Valley College, Associates of Science – ABA approved Paralegal Degree, 2018 (GPA: 3.58)

University of Phoenix, Bachelor of Science – major in Business Management, 2001, (GPA: 3.56)

Cypress College, Associates of Art – minor in Business Writing, 1996, (GPA: 3.0)

EXPERIENCE

THE IDRG June 2018 to April 2020

Executive Assistant/Office Manager

Work with an Entrepreneur assisting him with starting a new business

Research potential companies and create marketing flyers for their businesses

Maintain and keep updated documentation and reports, generate budgetary, scheduling, and management reports

Maintain workflow and job efficiency to ensure maintenance of and compliance with company standards and policies

Manage the day to day operations of the office, including but not limited to purchasing, budgeting, office administration, file management and property management for quantity and cost efficiency

Ability to hold confidential and sensitive information with the utmost integrity

Collaborate with key cross-functional senior stakeholders in merchandising, promotions, operations, marketing, and inventory to drive business strategies

Arrange travel and meeting arrangements

Produce reports and financial data

Creating/Editing presentations

CAPSTONE PARTNERS FINANCIAL AND INSURANCE SERVICES May 2017 to June 2018

Executive Assistant/Office Manager

Work with two Financial Planners and manager their office as well as assist them with their book of business.

Created Illustrations – Life, Disability, LTC

Created daily automatic posts for LinkedIn

Facilitated and calendared client meetings

Project Coordinator

Create CRIA, Life, and Disability applications

Problem solve client issues

Created and maintained department process and procedures

Manage the day to day operations of the office, including but not limited to budgeting, office administration, file management, group lunches, and travel arrangements.

METROPOLITAN LIFE INSURANCE COMPANY September 2015 to November 2016

Field Service/Employee Benefits Consultant (territory reassigned to AZ)

Experience with medical, dental, vision, and voluntary lines of insurance

Worked with underwriting and brokers to create amendments for group benefit agreements

Worked with underwriting and account executives regarding rate action for group renewals

Shared responsibilities with account executives assisting them with their book of business

Prepared documents for group benefit presentations

Created sales alerts on new business in Sales Force

Met with company employees to discuss employee benefit programs

Gathered information and created PowerPoint presentations, benchmark data, and stewardship proposals

Handled escalated commission inquires and customer complaints

Facilitated renewal additions/deletions through an Excel spreadsheet

Created and maintained department process and procedures

METLIFE INVESTORS DISTRIBUTORS, LLC August 2003 to January 2015

OnBoarding Life Consultant (office moved to NC)

Worked with legal and compliance to resolve high level issues

Created amendments, addendums, selling agreements and contracts for legal to review and approve

Created segmentation reports for upper management using Microstrategies – Pivot Tables

Reviewed, analyzed and evaluated new and revised legislation and regulations

Provided analytical support to achieve compliance for the selling agreement through applicable laws and regulations (AML, CIP, SPAT, HIPAA, HITECH, E&O)

Prepared documentation and responses for FINRA and SEC inquiries

OnBoarding Life and Annuity Supervisor

Worked with legal and compliance regarding selling agreement changes

Created and maintained a tracking system to preserve legal documents according to regulatory requirements

Hired and trained new personnel; as well as conducted yearly performance reviews

Coordinated discussions with compliance/legal to provide guidance on regulatory issues

Assisted legal and compliance with problem situations and recommended corrective actions

Created and maintained department process and procedures

Established and implemented a centralized area for all retail selling agreements

Built a working infrastructure for tracking selling agreements

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