Experience

EKS&H LLLP

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant

  • Jul 2013 - Present

  Performs administrative tasks including coordinating, monitoring, and implementing approved firm projects. Serves as assistant to Partner Doug Askam in business development and Accounting Solutions Services, while also serving as support to a team of 16 within the Accounting Soultions group. • Manages CLOUD9 software system and serves as support for team as well as clients. Experience with resolving escalated issues for clients by working with CLOUD9 account reps. • Manges Bill.com software and billing for clients. • Assists Partner, Senior Managers & Managers with typical admin functions, correspondence, managing calendars, scheduling meetings, travel, expense reports, etc. • Manages various activities (for example: engagement letters, scanning, filing) for all Accounting Soultions team members. • Assists with keeping business pipeline up to date, while managing project workflow. • Assists business development niche leader with typical admin functions as listed above, including community and philanthropic activities. • Assists Partner message strategy with marketing research activities as assigned. • Assists Partner with visual strategy with brand and communication activities as assigned for Accounting Solutions Services. • Assists with creation of proposals and presentations for business cultivation activities. • Assists in the project tracking of the firm’s clients. • Maintains client, prospect, and other customer-related databases. • Professionally represents firm to reinforce brand in the community. Show less



Unum

• United States
• Insurance
• 700 & Above Employee

• Field Coordinator

  • Aug 2012 - Jul 2013

  • Run weekly sales/service reports via slice report program and post them to the office SharePoint site. • Run customized reports created for sales team to track quoting progress, sales performance, monthly budget, and current customer/termination block reports• Create new marketing materials for new clients including one page summary marketing documents, benefit highlight sheets, benefit brochures & enrollment/beneficiary forms• Participate in team enrichment training discussions both in office and via web conference company-wide. Keep up to date with company informational emails regarding market trends as well as state specific business magazines to keep informed with current issues regarding healthcare • Process reports for sales team to determine opportunities for new business, including but not limited to: quoting activity trends sorted by standard industrial classification/broker, current customer block reports for prospecting, sales projection reports, etc.• Create presentations, memos, letters, manuals, agendas, and other correspondence on behalf of the management team• Gather, compile and/or develop various operating reports, routine and adhoc reports, for sales and service• Group enrollment and re-enrollment coordination and support• Update customer contact and business plan information in Salesforce.com CRM • Provides a high level of timely and accurate customer service for customers and brokers that include: o General customer service support to internal and external partners o Request claim trend analysis exhibits o Financial GPC processing o Prepare/request renewal information or presentation to customers o Handle inquiries regarding tax reporting information o Track and follow up on employee level information on new cases or re-enrollment o Prepare mailers and create handouts and other enrollment material, assist in coordination of enrollment meetings through dispatch and enrollment kit requests Show less

• Field Assistant II

  • Sep 2010 - Aug 2012

  • Provided a broad range of technical and administrative support for the Field Office• Responsible for day to day operational tasks that are key to maintaining the working order of the office• Handled system updates to customer/broker databases, run reports, and complete various data entry duties to support overall sales, current customer management and marketing activities.• Provided a broad range of administrative support activities for the office management team• Prioritized and negotiated scheduling and timing for appointments• Scheduled meetings, secured room and room equipment, organized and/or developed meeting materials and pre-work.• Supported expense management needs, analyzed monthly spending, submitted check requests and expense reimbursement reports Show less



Energy Insights Ltd

• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Intern

  • May 2007 - Aug 2007