Brittany Blacker
Account Executive at Weiner Benefits Group- Claim this Profile
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English -
Topline Score
Bio
Richard Peluso
Brittany excelled in her position as exec. Assistant. She took on much more responsibility than was required and she managed it all flawlessly. Brittany also showed a higher level of competency when it came to phone mannerisms, interaction with everyone in the organization and making decisions as necessary to ensure all pertinent job tasks were completed accurately and effectively. Not only did she execute perfectly as exec. Assistant to the CEO, she also managed the intraoffice needs of all depts. on a daily basis successfully. Brittany is an asset to any organization that is lucky enough to hire her.
Richard Peluso
Brittany excelled in her position as exec. Assistant. She took on much more responsibility than was required and she managed it all flawlessly. Brittany also showed a higher level of competency when it came to phone mannerisms, interaction with everyone in the organization and making decisions as necessary to ensure all pertinent job tasks were completed accurately and effectively. Not only did she execute perfectly as exec. Assistant to the CEO, she also managed the intraoffice needs of all depts. on a daily basis successfully. Brittany is an asset to any organization that is lucky enough to hire her.
Richard Peluso
Brittany excelled in her position as exec. Assistant. She took on much more responsibility than was required and she managed it all flawlessly. Brittany also showed a higher level of competency when it came to phone mannerisms, interaction with everyone in the organization and making decisions as necessary to ensure all pertinent job tasks were completed accurately and effectively. Not only did she execute perfectly as exec. Assistant to the CEO, she also managed the intraoffice needs of all depts. on a daily basis successfully. Brittany is an asset to any organization that is lucky enough to hire her.
Richard Peluso
Brittany excelled in her position as exec. Assistant. She took on much more responsibility than was required and she managed it all flawlessly. Brittany also showed a higher level of competency when it came to phone mannerisms, interaction with everyone in the organization and making decisions as necessary to ensure all pertinent job tasks were completed accurately and effectively. Not only did she execute perfectly as exec. Assistant to the CEO, she also managed the intraoffice needs of all depts. on a daily basis successfully. Brittany is an asset to any organization that is lucky enough to hire her.
Credentials
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Life Accident and Health License
PA StateMay, 2017- Sep, 2024
Experience
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Weiner Benefits Group
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United States
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Insurance
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1 - 100 Employee
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Account Executive
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Apr 2021 - Present
• Builds and maintains relationships with key client contacts • Assists producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities • Assures review of existing plans/coverage is completed for new clients • Manages renewal process • Controls and coordinates the implementation process of new business and renewals • Obtains reports and meets with clients regarding fully insured and self-funded… Show more • Builds and maintains relationships with key client contacts • Assists producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities • Assures review of existing plans/coverage is completed for new clients • Manages renewal process • Controls and coordinates the implementation process of new business and renewals • Obtains reports and meets with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary • Ensure clients are up-to-date on compliance requirements Show less • Builds and maintains relationships with key client contacts • Assists producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities • Assures review of existing plans/coverage is completed for new clients • Manages renewal process • Controls and coordinates the implementation process of new business and renewals • Obtains reports and meets with clients regarding fully insured and self-funded… Show more • Builds and maintains relationships with key client contacts • Assists producer with achieving new business and retention goals. Seek new lines of coverage for current and new clients and act on cross-sell opportunities • Assures review of existing plans/coverage is completed for new clients • Manages renewal process • Controls and coordinates the implementation process of new business and renewals • Obtains reports and meets with clients regarding fully insured and self-funded claim reports, monthly or quarterly, as necessary • Ensure clients are up-to-date on compliance requirements Show less
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OneDigital
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Brazil
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Advertising Services
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Account Manager
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Oct 2018 - Apr 2021
• Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients • Leads appropriate resources to address the client’s risk/capital management needs • Delegates work assignments to internal service team members • Manage day to day client issues • Conducts needs analysis and strategy calls • Conducts enrollment meetings as needed • Communicates and educates clients on latest trends, concerns and changes in the industry •… Show more • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients • Leads appropriate resources to address the client’s risk/capital management needs • Delegates work assignments to internal service team members • Manage day to day client issues • Conducts needs analysis and strategy calls • Conducts enrollment meetings as needed • Communicates and educates clients on latest trends, concerns and changes in the industry • Effectively and efficiently manages complex accounts and high-level service deliverables Show less • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients • Leads appropriate resources to address the client’s risk/capital management needs • Delegates work assignments to internal service team members • Manage day to day client issues • Conducts needs analysis and strategy calls • Conducts enrollment meetings as needed • Communicates and educates clients on latest trends, concerns and changes in the industry •… Show more • Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients • Leads appropriate resources to address the client’s risk/capital management needs • Delegates work assignments to internal service team members • Manage day to day client issues • Conducts needs analysis and strategy calls • Conducts enrollment meetings as needed • Communicates and educates clients on latest trends, concerns and changes in the industry • Effectively and efficiently manages complex accounts and high-level service deliverables Show less
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Lombardi & Associates
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United States
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Account Manager
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Apr 2017 - Sep 2018
• Created successful relationships with existing and new clients • Processed, managed, tracked and installed new business cases • Managed and completed health insurance renewals • Performed client service requests • Prepared for client meetings • Conducted quarterly and yearly reviews • Created successful relationships with existing and new clients • Processed, managed, tracked and installed new business cases • Managed and completed health insurance renewals • Performed client service requests • Prepared for client meetings • Conducted quarterly and yearly reviews
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Affiliated Financial Planners
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United States
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Financial Services
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1 - 100 Employee
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Client Care Representative
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Oct 2016 - Apr 2017
• Created, reviewed and submitted all new business documentation to various fund and insurance companies • Organized systems in a consistent and user-friendly fashion for easy reference • Assisted with back office communication, contracting, and marketing for the advisors • Ran monthly Core Meetings and follows up with each advisor on a weekly basis • Created and sent out monthly contact to clients via constant contact and our Newsletter • Maintained New business Log… Show more • Created, reviewed and submitted all new business documentation to various fund and insurance companies • Organized systems in a consistent and user-friendly fashion for easy reference • Assisted with back office communication, contracting, and marketing for the advisors • Ran monthly Core Meetings and follows up with each advisor on a weekly basis • Created and sent out monthly contact to clients via constant contact and our Newsletter • Maintained New business Log, Commissions, Monthly Business and Correspondence Logs Show less • Created, reviewed and submitted all new business documentation to various fund and insurance companies • Organized systems in a consistent and user-friendly fashion for easy reference • Assisted with back office communication, contracting, and marketing for the advisors • Ran monthly Core Meetings and follows up with each advisor on a weekly basis • Created and sent out monthly contact to clients via constant contact and our Newsletter • Maintained New business Log… Show more • Created, reviewed and submitted all new business documentation to various fund and insurance companies • Organized systems in a consistent and user-friendly fashion for easy reference • Assisted with back office communication, contracting, and marketing for the advisors • Ran monthly Core Meetings and follows up with each advisor on a weekly basis • Created and sent out monthly contact to clients via constant contact and our Newsletter • Maintained New business Log, Commissions, Monthly Business and Correspondence Logs Show less
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EUROIMMUN US
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United States
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Medical Equipment Manufacturing
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1 - 100 Employee
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Human Resources/Executive Administrative Assistant
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Nov 2015 - Aug 2016
• Provided senior level administrative support to the CEO • Maintained the work structures and processed new hires • Maintained management guidelines by preparing, updating, and recommending HR policies and procedures • Ensured the Technical Team had contracts with all our customers that align with the Purchase Orders • Scheduled meetings, special functions, and travel arrangements • Managed all building logistics along with the Shipping Coordinator • Processed expense… Show more • Provided senior level administrative support to the CEO • Maintained the work structures and processed new hires • Maintained management guidelines by preparing, updating, and recommending HR policies and procedures • Ensured the Technical Team had contracts with all our customers that align with the Purchase Orders • Scheduled meetings, special functions, and travel arrangements • Managed all building logistics along with the Shipping Coordinator • Processed expense reports • Created new customer potentials and processed all quotes for the Sales team Show less • Provided senior level administrative support to the CEO • Maintained the work structures and processed new hires • Maintained management guidelines by preparing, updating, and recommending HR policies and procedures • Ensured the Technical Team had contracts with all our customers that align with the Purchase Orders • Scheduled meetings, special functions, and travel arrangements • Managed all building logistics along with the Shipping Coordinator • Processed expense… Show more • Provided senior level administrative support to the CEO • Maintained the work structures and processed new hires • Maintained management guidelines by preparing, updating, and recommending HR policies and procedures • Ensured the Technical Team had contracts with all our customers that align with the Purchase Orders • Scheduled meetings, special functions, and travel arrangements • Managed all building logistics along with the Shipping Coordinator • Processed expense reports • Created new customer potentials and processed all quotes for the Sales team Show less
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Metro Imaging, LLC
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United States
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Medical Practices
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1 - 100 Employee
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Project Manager
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Jun 2015 - Nov 2015
• Lead the planning and implementation of projects • Defined project tasks, resource requirements, staff and project budget • Tracked project deliverables using appropriate tools • Quality assurance • Presented reports defining project progress, problems and solutions •Projected evaluations and assessment of results • Lead the planning and implementation of projects • Defined project tasks, resource requirements, staff and project budget • Tracked project deliverables using appropriate tools • Quality assurance • Presented reports defining project progress, problems and solutions •Projected evaluations and assessment of results
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Market Data Business Analyst
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Jul 2013 - Jun 2015
•Provided a central point of contact for MAC, cost management and cost reduction efforts. • Kept abreast of recurring support issues • Coordinated vendor specific activity such as contract signing, account creation and reconfiguration • Evaluated the requirements of the users need for market data • Developed and delivered budgets, project plans and supporting documents • Coordinated proper and timely product roll outs and software deployment to desktop • Ensured client… Show more •Provided a central point of contact for MAC, cost management and cost reduction efforts. • Kept abreast of recurring support issues • Coordinated vendor specific activity such as contract signing, account creation and reconfiguration • Evaluated the requirements of the users need for market data • Developed and delivered budgets, project plans and supporting documents • Coordinated proper and timely product roll outs and software deployment to desktop • Ensured client satisfaction by providing on-site support for account/entitlement issues
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Project Coordinator
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Aug 2012 - Jul 2013
• Facilitated and ran projects with multiple regions; Americas, UK, Germany and Asia Pacific • Updated and maintained the Operational Model Database for the ISO Team • Coordinated the weekly submissions for internal and external hires across ISO team and provided feedback • Assisted in the assembly of project deliverables and other project material including presentations • Reconciled Purchase Orders • Served as a conduit between reporting Director and management team… Show more • Facilitated and ran projects with multiple regions; Americas, UK, Germany and Asia Pacific • Updated and maintained the Operational Model Database for the ISO Team • Coordinated the weekly submissions for internal and external hires across ISO team and provided feedback • Assisted in the assembly of project deliverables and other project material including presentations • Reconciled Purchase Orders • Served as a conduit between reporting Director and management team, functional managers and recruiters • Implemented new processes to improve efficiency within the team
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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Financial Representative
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Sep 2011 - May 2012
• Acted as first point of contact in branch and provided exceptional service • Introduced prospects to products and services offered • Processed client paperwork, ensuring transactions were complete and followed compliance guidelines • Conducted appointments with clients assisting with monetary and non-monetary transactions • Fulfillment Coordinator-responsible to follow compliance regulations within the branch • Acted as first point of contact in branch and provided exceptional service • Introduced prospects to products and services offered • Processed client paperwork, ensuring transactions were complete and followed compliance guidelines • Conducted appointments with clients assisting with monetary and non-monetary transactions • Fulfillment Coordinator-responsible to follow compliance regulations within the branch
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Education
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2007 - 2010
East Stroudsburg University of Pennsylvania
Bachelor of Science - BS, Business Management & Finance -
2006 - 2007
Roberts Wesleyan College
Bachelors or Science, Business Management
Community
