Financial Representative

• Jul 2023 - Present

The postings on this site are my own and do not represent in any way Western & Southern Financial Group's (including its member companies) positions, strategies or opinions. The postings on this site are my own and do not represent in any way Western & Southern Financial Group's (including its member companies) positions, strategies or opinions.

Owner

• Apr 2022 - Aug 2023

Licensed Insurance Agent

• Feb 2023 - Jul 2023

Insurance Agent

• Aug 2022 - Sep 2022

Medicare insurance telesales Medicare insurance telesales

Client Resource Specialist

• Jan 2022 - Mar 2022

Client Service Specialist

• Aug 2019 - Dec 2021

Enroll employees from client companies into healthcare plans using information from enrollment forms and CRM database to data enter into healthcare carriers' online website portals or emailing the carriers directly. Terminate or make changes to health plan coverages as requested by the employer groups. Track and update enrollments and changes in shared Microsoft Excel spreadsheet. Manage large monthly client enrollment project using multiple Microsoft Excel spreadsheets and bulk updates to CRM database. Prepare health insurance carrier quotes for account managers. Answer and transfer incoming client calls. Show less

Rideshare Driver

• Nov 2018 - Oct 2019

Income Maintenance Caseworker

• Oct 2016 - Aug 2018

Clerk, Department of Health, Division of Vital Records

• Aug 2015 - Oct 2016

Sources of incoming work are walk in public, funeral directors, House and Senate members, overnight courier services, messenger services and mail.Performs variety of certified copy issuance functions, which include the following: screen and review all applications for birth and death certified copies to determine if applicant is eligible and has met the Division’s requirements. Determine if applicant is eligible to receive certified copies free on Armed Forces status. Subject application to JNET scrutiny; reject all unacceptable applications by returning to walk-in applicants or completing rejection letter when applicable; and cash register all acceptable applications with fees. Utilize the Division’s birth systems to search, retrieve, and/or issue birth certified copies. Utilize photocopiers & personal computer to issue death certified copies. Verify printed certified copies for accuracy and mail to applicant. Apply knowledge of guidelines that determine eligibility of applicants, analyze applications for completeness, signatures, valid photo identification/documentation requirement, type and quantity of certificates requested and proper remittance. Assists the applicant in the resolution of discrepancies and problems. For example, in lieu of proper photo identification, recommend documentation that is acceptable or alternate eligible requestor. Offer to applicants where they may obtain this acceptable documentation. Examines birth and death applications for discrepancies and provides verbal assistance on completion of forms to walk in customers. Responsible for accurate printing of certified copies of birth records. Screen incoming applications; check reason for request to determine which type of certified copy is to be issued, for example standard, long form, complete, etc. Use discretion and judgment in dispensing information which may be susceptible to misunderstanding or misuse. Show less

Administrative Assistant

• Aug 2007 - Nov 2011

Support the Audit Practice, Marketing Manager, and various account teams with quality growth initiatives. Marketing related responsibilities include: Support proposal and presentation development (research qualifications, edit resumes, create charts/graphs, and review and proofread documents) Conduct market research for targeted market accounts using Internet research tools such as Lexis/Nexis, OneSource, Corporate Board Member database, KPMG Connections, etc. Serve as local office champion for InterAction, KPMG’s client relationship management software Assist with data and list management within InterAction CRM software Access SharePoint shared documents Coordinate the Audit Committee Institute (ACI) semi-annual roundtable client events in Pittsburgh, including mailings, tracking and responding to RSVP’s, facility arrangements, preparation of materials, event set-up and follow-up. Develop community advertising copy for local KPMG sponsorship placements Create organizational charts in Visio for corporate presentations Show less

Administrative Assistant/Accounting Associate

• Aug 2003 - Aug 2007

Supported health services department and managers. Updated CRM database. Used Microsoft Office extensively. Used office machines extensively - copiers and fax machines. Served as back up to receptionist. Marketing related responsibilities included: Planned & Coordinated internal employee events and activities Created & Distributed Activities Committee Internal Office-wide E-mail Newsletter Supported health services department and managers. Updated CRM database. Used Microsoft Office extensively. Used office machines extensively - copiers and fax machines. Served as back up to receptionist. Marketing related responsibilities included: Planned & Coordinated internal employee events and activities Created & Distributed Activities Committee Internal Office-wide E-mail Newsletter