Administrative Assistant Data Entry

ANNA POLEMENI

917-***-**** *************@*****.*** Manalapan, NJ

Executive Assistant

20+ Years of Insurance Industry Expertise

SUMMARY

Level-headed, experienced right hand to advisors in growth-oriented wealth management organization. Recognized for positive attitude, judgement, and ability to multitask. Hybrid work experience across time zones. Verbal and Written Client Communication ~ Meeting Coordination ~ Remote Teams ~ Confidentiality Time Management ~ Customer Service ~ Recordkeeping ~ Editing and Proofreading ~ Data Entry Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) ~ QuickBooks ~ Zoom, MS Teams ~ Fluent Italian EXPERIENCE

STRATEGIES FOR WEALTH Agency of The Guardian Life Insurance Co., New York, NY 04/1998 – Present Executive Assistant 01/2010 – Present

Administrative Assistant 04/1998 – 01/2010

Hired during time of company growth to manage administrative needs of up to 5 brokers. Selected to assist 2 advisors, one of whom consistently ranks among top 5 producers in New York offices. Serve as first line of contact for 500+ life and disability insurance clients.

Contributed to advisors achieving all revenue targets during tenure by smoothly onboarding prospects and responding to clients matters such as changes of beneficiary, credit line requests, and past-due premiums.

Supported 30% increase in business during Pandemic. Adapted quickly to Zoom meeting format, setting priorities, and deconflicting schedules to handle high volume of prospects.

Collaborated with securities department to support launch of new money market account service. Assisted with documentation, customer communication, and establishing administrative processes.

Respond to 50+ email requests per day from clients, colleagues, physicians, and attorneys. Coordinate advisors’ complex business calendars and phone coverage. Manage wide range of recordkeeping, from tax preparation and advisor license renewals to client medical records and policy signatures.

Reduced costs by taking on workload of colleague after their retirement in 2016, serving an additional 350 clients and adding the onboarding of new insurance clients to regular duties.

Coordinate about 5 meetings per day with clients, prospects, and colleagues. Schedule conference rooms, take notes, and follow up on tasks as needed. Create and edit slides for presentations.

Book 1-3 domestic trips per month, planning itineraries, including flights, hotels, and transportation. Track receipts and prepare expense reports.

EARLY CAREER

Administrative Assistant, WESTON BROKERAGE; New York, NY 1996 – 1998 Accounts Receivable Supervisor, JORDACHE ENTERPRISES, INC.; New York, NY 1993 – 1995 Operations Assistant, INDEPENDENCE SAVINGS BANK; Brooklyn, NY 1992 – 1993 EDUCATION

Mission Control Productivity Training with Phil Cisneros 2020 Associate degree, STENOTYPE ACADEMY, New York, NY

BROOKLYN COLLEGE, New York, NY Completed 2 semesters in Business Administration.

Contact this candidate