Experience

TRICOR Insurance

• United States
• Insurance
• 200 - 300 Employee

• Licensing & Contracting Specialist

  • Jun 2023 - Present

  Lancaster, Wisconsin, United States



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Sr. Administration Associate, Sales

  • Jan 2019 - May 2022

  Dubuque, IA • Updated client database (PruForce) for 10 business partners to ensure their pipeline and contacts were up to date to allow accurate data for their data reporting and current and prospective clients. • Researched and consolidated client data in advance of sales finals to equip business partners with relevant insights to build meaningful connections with prospects. • Identified various uses for new technology such as OneDrive and OneNote. Championed time saving efforts and… Show more • Updated client database (PruForce) for 10 business partners to ensure their pipeline and contacts were up to date to allow accurate data for their data reporting and current and prospective clients. • Researched and consolidated client data in advance of sales finals to equip business partners with relevant insights to build meaningful connections with prospects. • Identified various uses for new technology such as OneDrive and OneNote. Championed time saving efforts and efficiencies by teaching, answering questions and using it with daily interactions for our work.

• Sr. Administration Associate, Key Account Team

  • Jan 2010 - Jan 2019

  Dubuque, Iowa, United States • Continuously researched and implemented ways to allow the new technologies offered to help my business partners such as iPhone apps. • Trained and mentored new teammates (e.g., travel, expenses, procurements, client database (PruForce)), to help get them up to speed and quickly start working with their business partners who they were supporting. • Became client database (Pruforce) subject matter expert and served as a resource to run reports, make necessary changes, and provide my… Show more • Continuously researched and implemented ways to allow the new technologies offered to help my business partners such as iPhone apps. • Trained and mentored new teammates (e.g., travel, expenses, procurements, client database (PruForce)), to help get them up to speed and quickly start working with their business partners who they were supporting. • Became client database (Pruforce) subject matter expert and served as a resource to run reports, make necessary changes, and provide my business partners and teammates with the data they needed. • Participated in weekly calls with Chicago West Key Account Team which helped to better understand and anticipate their requirements in preparation for client visits. Partnered with their Assistant Directors and offered solutions such as OneDrive and OneNote to support their administrative needs.

• Sr. Administrative Assistant

  • Jun 2003 - Jan 2010

  Dubuque, Iowa, United States • Supported the Dubuque, IA office with Clerical Support such as travel, expenses, new technology, new equipment orders to allow management to focus on their teams. • Reduced monthly costs by reviewing monthly expense reports to identify areas such as extra equipment and software technology not being utilized. • Partnered with the Executive Assistant to the SVP with organizing and setting up local events such as client and prospect visits to our office. • Supported PRU Dubuque with… Show more • Supported the Dubuque, IA office with Clerical Support such as travel, expenses, new technology, new equipment orders to allow management to focus on their teams. • Reduced monthly costs by reviewing monthly expense reports to identify areas such as extra equipment and software technology not being utilized. • Partnered with the Executive Assistant to the SVP with organizing and setting up local events such as client and prospect visits to our office. • Supported PRU Dubuque with clerical support: travel, expenses and posted job requisitions for managers and employees. Kept Dubuque e-mail groups, org charts, and other listings up to date.