Joanne Moshkovitz

Administrative Professional

adyb13@r.postjobfree.com • 857-***-****

https://www.linkedin.com/mwlite/in/joanne-moshkovitz-7457343b

**** ********* ******* • Clinton, MA 01510

Results-oriented and highly skilled professional with rich experience in streamlining overall administrative operations. Proven success in processing invoices, optimizing overall procedures, devising reports, and maintaining records. Recognized for generating revenue, exceeding corporate targets, and establishing effective administration system. Skilled at delivering products within time constraints. Expert in assessing and resolving customer concerns for boosting satisfaction. Excel at building and fostering professional relationships with clients, management, and staff. Demonstrated ability to mentor teams on various complex issues and provide robust solution after conducting research. Adept at collaborating cross-functionally with diverse teams within challenging environments. Possess strong communication and problem-solving skills.

Areas of Expertise

Administrative Operations

Process Improvement

Strategic Implementation

Database Management

Operational Excellence

Relationships Building

Staff Training & Development

Performance Enhancement

Effective Communication

Professional Experience

Northwestern Mutual Financial Network, Southborough/Westborough, MA Apr 2012 – Present

Client Relations Coordinator

Conduct production activities to ensure smooth functioning of processes for meeting corporate objectives. Support clients’ operations, assess and resolve queries, and assign financial representatives to clients. Guarantee smooth upgrading and transitioning of retiring and terminating representatives' accounts. Maintain client database, revise and update activity reports, and supervise policy owner service requests.

●Amplified revenue from $850K to $1M within two years in close collaboration with Director.

●Boosted outreach and client engagement by devising and distributing effective marketing mails.

Northwestern Mutual Financial Network, Southborough/Wellesley MA May 2011 – Apr 2012

Sales Execution Team/New Business Processor

Led and mentored new financial representatives regarding daily support practices. Planned and organized daily one-on-one meetings in coordination with representatives for revising and updating business activities per week. Analyzed and processed insurance applications and service requests as well as oversaw cases in underwriting. Formulated and maintained client files, prepared instructions ledger, and created client correspondence.

●Attained client satisfaction by resolving pending issues in cooperation with home office and representatives.

●Commended by management for maintaining high level of accuracy on applications submitted to underwriting.

Additional Experience

New Business Analyst, MetLife, Waltham, MA

Agency Assistant, MetLife, Waltham, MA

Customer Account Representative, L&S Boule Insurance Agency, Marlborough, MA

Sales Support, Component Sources International, Southborough, MA

Office Administrator, Investment Group of New England/Edward Jones, Natick, MA

Office Administrator/Associate Financial Representative, Northwestern Mutual Financial Network, Wellesley, MA

Life Insurance New Business Coordinator, Bay Financial Associates, Waltham, MA

Education

Bachelor of Arts in Psychology Cum Laude, University of New Hampshire, Durham, NH