Experience

Pierce Group Benefits

• United States
• Insurance
• 1 - 100 Employee

• Benefits Enrollment Coordinator

  • Sep 2022 - Present



Marsh McLennan

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Aug 2021 - Sep 2022

  • Daily work within Velocity and Five9 Systems. • Consistent use of MS Office programs, such as Outlook, Excel, Word, and Teams. • Provide accurate and timely data entry based on incoming email and phone requests from Amazon DSPs. • Work closely and strategize with multiple departments and team leads for training purposes and to complete crossover projects. • Build, rate, quote, and bind accounts for Auto Liability/General Liability/Workers’ Comp. policies within Velocity. • Create and issue documentation for quotes, binders, certificates, and auto ID cards to DSPs after their policies have been quoted or bound. • Train new and returning team members on the binding and COI process. • Assist Supervisors in managing the Bind/COI email inbox to assign work out and ensure that urgent tasks are completed in a timely manner. • Demonstrated ability to quickly and accurately complete direct urgent and emergency projects assigned by management outside of typical day-to-day tasks. • Process account updates by adding/removing vehicles from policies as endorsements, station changes, and processing out of sequence events to avoid issues with billing. Show less



Des Moines Investments

• Assistant Financial Planner

  • Apr 2021 - Aug 2021

  • Provide outstanding client service in the office, phone and email correspondence. • Daily work within our CRM Tool, Redtail, along with Office 365 programs such as Outlook, PowerPoint, Word, and Excel. • Monitor and schedule appointments for Financial Advisor. • Process business expenses and tenant deposits within QuickBooks for the firm's accounts. • Process payroll through the EFTPS (Electronic Funds Transfer Payment System) to pay for taxes. • Maintain outstanding client relationship management while meeting with clients, following-up on outstanding processes and forms that need to be processed through TD Ameritrade or other banking institutions. • Tracking client contributions, rollover, and distributions. • Offer exceptional attention to detail while reviewing investment and banking paperwork for completeness and accuracy. • Establish new client accounts with required forms and documentation, while staying compliant with regulations. • Order supplies and technology to meet office needs. • Manage and oversee general office maintenance and upkeep, including daily cleaning for the entire building and processing bank deposits. Show less



KRUML LAW FIRM, P.C.

• United States
• Legal Services

• Legal Assistant

  • Nov 2020 - Apr 2021

  • Act as the “point person” for the office for all clients, court administration, and other attorneys and while continuing to maintain a positive and professional relationship with clients and outside colleagues. • Create and draft pleading documents and correspondence for the firm and its cases. • Handle confidential information and documentation. • Manage office supply ordering and inventory; meet with vendors to restock office supplies. • Manage calendars for staff as well as schedule appointments for in and out of the office, including Zoom Video Conferences. • Manage general office applications such as answering phones, voicemail, taking messages, greeting clients, and preparing conference rooms for meetings. Show less



Agri-Access

• United States
• Banking
• 1 - 100 Employee

• Administrative Coordinator

  • May 2017 - Nov 2020

  • Assisting in Loan Document and Servicing Reviews • Creation of Agri-Access’s Onboarding, Internal Training, and Cross-Training Program. • Manage and oversee office remodel; coordinating with Compeer facilities team, vendors, landlord, team members, non-profit organizations, etc. • Assist in training and managing summer interns. • Oversee contact with clients through AASalesAssist. • Answer and direct incoming phone calls for the Agri-Access customer service line. • Manage SharePoint cloud updates for Team Members with documents such as Internal Training Documents, Meeting Notes, Phone Lists, Updated Rate Locks, Disaster Recovery Procedures, etc. • Create and Ship UPS Shipments for internal and external purposes. • Manage office communication and updates for entire team across multiple states via e- mail and website. • Technical Support for Agri-Access’s Client Site. Troubleshooting errors such as log-in, upload, or loan application issues. • Manage/Update User & Bank Access for the Lender Portal. • Organize and send Holiday Packages and Cards to Lenders. • Coordinate internal and external office events. • Organize and Facilitate Client Travel for external Lender Events. • Order supplies and technology to meet office needs. • Coordinate office maintenance with landlord and appropriate vendors. Show less



Macro & Kozlowski, L.L.P.

• Legal Assistant/Office Manager

  • Feb 2015 - May 2017

  • Manage deposits for the firm. • Process client funds within QuickBooks for the firm's trust account. • Input all attorney time and billing on a daily & monthly basis. • Create documents and correspondence for attorneys. • Handle confidential documentation and E-filing with the Iowa Electronic Filing System. • Office supply ordering and inventory; meet with vendors to restock office supplies. • Manage calendars for staff and attorneys as well as schedule appointments in and out of the office. • Continuous work with IT coordinator to keep computer programs and billing software updated as well as managing computer usage. • Manage general office applications such as answering phones and voicemail, taking messages, greeting clients, and preparing conference rooms for meetings. Show less



Spencer's

• United States
• Retail
• 700 & Above Employee

• Assistant Manager

  • Oct 2012 - Aug 2014

  • Hiring/Training/Managing team members • Write and organize schedules for team members • Processing full store inventory • Guest Assistance • Manage cash drawers and deposits. • Processing Shipment and moving new merchandise to the floor. • Updating floor plans • Hiring/Training/Managing team members • Write and organize schedules for team members • Processing full store inventory • Guest Assistance • Manage cash drawers and deposits. • Processing Shipment and moving new merchandise to the floor. • Updating floor plans



Spirit Halloween

• United States
• Retail
• 700 & Above Employee

• Store Manager

  • Aug 2012 - Nov 2012

  • Hiring and training of new team members • Write and organize schedules for team members • Team building exercises • Create and organize floor plan • Overseeing team members and floor management • Manage cash drawers and deposits • Guest Assistance • Processing Shipment, moving new merchandise to floor and creating new floor plans • Team Building • Store Setup/Tear down at beginning and end of the season • Managed office documentation • Hiring and training of new team members • Write and organize schedules for team members • Team building exercises • Create and organize floor plan • Overseeing team members and floor management • Manage cash drawers and deposits • Guest Assistance • Processing Shipment, moving new merchandise to floor and creating new floor plans • Team Building • Store Setup/Tear down at beginning and end of the season • Managed office documentation