SUSAN M. ELLIS
Palm Harbor, FL 34683
Extremely capable resourceful team player with strong organizational skills, including time management and the ability to plan and coordinate work; excellent communication skills with the aptitude to interact with all levels of management.
EXPERIENCE
12/06 – Present
Bakers Agency – Senior Solutions
Personal Assistant/Licensed Insurance Agent
·Support Certified Senior Advisor
·Manage Daily Calendar; Heavy Scheduling of Client Appointments with Targeted Solicitation
·Coordinate and Participate in Seminars
·Process Contracts for Policy Administration
·Interact with Customers to Provide Information in Response to Inquiries about Products or Services
·Benefits, Eligibility and Authorization Calls, Member Requests, Provider Look-up
·Resolve Claims/Issues with Eligibility and Benefits
·Maintain Client Database and Filing System
·Create and Distribute bi-monthly Newsletter
·Create and Maintain Website
3/07 – 6/07(On-Call/Part-time)
LightPort, Inc.
Executive Assistant
·Support CEO and CFO
·Prepare and Attend Yearly Client Convention
·Audit and Update Employee Records
·Assist with Invoicing, Mailing and Bank Deposits
11/04 – 10/06
Colliers Arnold Commercial Real Estate - Tampa, Florida
Marketing Coordinator - Appraisal & Brokerage Team
·Support Principal Appraiser, (5) Staff and (2) Sales Brokers
·Prepare Appraisal Reports, Contracts, Letters of Intent, Lease Proposals, Deal Files
·Invoice, Process Payments and Broker Commissions
·Track Sales, Create and Maintain Current Pitch Materials, Direct Mail Programs
·Design and Production of Sales Collateral Flyers/Brochures, Client Web Sites, Announcements
·Phone Backup Rotation
04/01 - 07/02
Framework Technologies - Burlington, Massachusetts
Executive Assistant / Sales & Marketing Specialist
·Support CEO, Executive Staff and Sales Team
·Maintain Daily Calendars/Schedules/Coordinate Travel
·Prepare Board of Director's Meetings and National Sales Meetings
·Sales Reports, Legal Contracts and Expenses
·Maintain Sales Lead Database
·Interface with all Departments within the Organization
06/00 - 04/01
Sycamore Networks - Chelmsford, Massachusetts
Project Marketing Manager
·Coordinate and Manage all Aspects of Inter-departmental and Cross-Functional Projects
·Set-up and Monitor Project Activities; Writing, Design and Production of Collateral
·Coordinate and participate at Events and Exhibitions
·Research and Maintain Trademark Lists
10/96 - 06/00
Quality Systems International - Lexington, Massachusetts
Executive Assistant / Sales & Marketing Specialist
·Support CEO, COO and Sales Staff
·Negotiate Contracts, Payment Plans and Purchase Advertising Space
·Assist Writer in Preparing, Editing and Placing Editorials
·Manage and Maintain Marketing/Sales Database and Sales Forecast/Leads Analysis
·Schedule, Plan and Prepare Trade Shows and Event Activities
03/94 - 10/96
Scanalytics, A Division of CSPI - Billerica, Massachusetts
Sr. Sales Administrator
·Automate the Quoting System for Division/Process Quotations and Sales Orders
·Prepare Reports; On-Time Delivery, Sales Activity, and Commissions
·Assist in Preparing Training, Seminars and Trade Shows
·Develop a New Design for Product Brochure
·Document Control Manager and ISO Internal Auditor
10/87 - 03/94
Advanced Micro Devices - Burlington, Massachusetts
Inside Sales Assistant
·Support External Sales in Managing Existing Accounts
·Ensure On-Time Delivery
·Build Positive Business Relationships with Customers
·Organize and Maintain Customer Database
·Perform Data Entry and Expedite Customer Shipments
·Process Pricing Quotes and Return Material Authorizations
·Compose Reports and Presentations
SKILLS
Customer Service, Windows Based PC, Microsoft Outlook, Word, Excel, PowerPoint, Adobe, Quick Books, Sales Logix, Goldmine, Maximizer, Internet Research, Web Design, Costar, Loop Net, Demographics, Map Point and Flood Maps
EDUCATION
Associates Degree - Marketing & Business Education
Real Estate License - New Hampshire and Florida
Licensed Florida Life, Health and Annuity Insurance Agent
EXTRA CURICULAR
Real Estate Sales Associate
HELP-U-SELL, Palm Harbor, FL