Client Operations Specialist

• Jan 2023 - Present

Account Manager

• Jul 2019 - Dec 2022

Developed operational systems to manage the sales, client experience, and compliance needs of commercial insurance accounts. - Procured renewal and prospective company information to complete the sales, onboarding, and account management processes to sustain client retention and increase the book of business. - Ensured timely processing of the sales opportunities using company CRM to increase sales closings. - Managed onboarding processes while providing customer liaison services to ensure client satisfaction. Show less

Digital Marketing Plus Program

• Apr 2021 - Jul 2021

Acadium has helped over 40,000 students train for careers in digital marketing through content, work experience, and ultimately the Accelerator program. - Was selected in the top 5% of applicants to receive competitive 1:1 digital marketing channel and career coaching - 300 hours of immersive objective-based learning of key digital marketing channels, strategic frameworks, and marketing career pathing - Developed techniques in creating strategic digital marketing campaigns, building conversion-focused marketing funnels, and managing paid media campaigns - Trained and tested through various assignments and exercises on modern marketing technologies like Slack, MailChimp, Drift, ManyChat, and Stukent Show less

Office Manager/Sales Assistant

• Feb 2018 - Jun 2019

Provided client services and sales assistance to five financial advisors with distributed human resources. - Managed the daily opening, closing, and office management procedures for each advisor to ensure consistent client experiences. - Ensured account management workflows were followed to maintain firm compliance. - Supported the firm’s growth from 3 to 6 books of business within one year through account openings, client relationship management, and planning of outreach events. Provided client services and sales assistance to five financial advisors with distributed human resources. - Managed the daily opening, closing, and office management procedures for each advisor to ensure consistent client experiences. - Ensured account management workflows were followed to maintain firm compliance. - Supported the firm’s growth from 3 to 6 books of business within one year through account openings, client relationship management, and planning of outreach events.

Proposal Coordinator

• Jun 2015 - Feb 2017

Coordinated preparing and delivering responses to Request for Qualifications (RFQs) and Request for Proposals (RFPs). - Prioritized and managed multiple submissions of RFQs and RFPs for global projects valued at up to $2.1 million. - Maintained and developed cross-functional relationships to ensure submissions were strategically positioned and technically competent for each project. - Created a company-wide database of personnel, project experience, and past proposals in SharePoint, enabling teams to find and use up-to-date information in submissions. Show less

Marketing Coordinator

• Jul 2014 - Dec 2014

Global Service Life was a grant writing and research company for US non-profits. My marketing and research responsibilities were: - generate and review website, blog, and email blast content and communications - coach and train owner on social media marketing and brand awareness - work with owner to develop marketing solutions and social media calendar - research and match grant opportunities with organizations Global Service Life was a grant writing and research company for US non-profits. My marketing and research responsibilities were: - generate and review website, blog, and email blast content and communications - coach and train owner on social media marketing and brand awareness - work with owner to develop marketing solutions and social media calendar - research and match grant opportunities with organizations

Assistant/Artist Coordinator

• Apr 2014 - Dec 2014

As Houston's only developmental program for R&B singers, the R&B Project provided new and experienced singers with mentors and weekly performances to develop their careers. In my role as Assistant/Artist Coordinator I : - Managed communications between up to 20 artists, band members, and show organizers - Created process for delivering rehearsal schedule and requirements, music selections and any immediate changes - Frequently collaborate with PR/Marketing team to develop and implement internal and external communication and advertising campaigns Show less

Proposal Assistant

• Feb 2013 - Feb 2014

Led the effort to increase proposal development efficiency and effectiveness for proposals valued between $15K and $300K Reformatted and designed approximately 400 technical resumes based on newly created resume template Redesigned proposal template in-line with rebranding and proposal development requirements through coordination with graphic design team; redesign resulted in positive feedback and widespread utilization including use in more market sectors than originally anticipated Led the effort to increase proposal development efficiency and effectiveness for proposals valued between $15K and $300K Reformatted and designed approximately 400 technical resumes based on newly created resume template Redesigned proposal template in-line with rebranding and proposal development requirements through coordination with graphic design team; redesign resulted in positive feedback and widespread utilization including use in more market sectors than originally anticipated

Sales Associate

• Nov 2012 - Apr 2013

Commission, heavily sales focused; developed skills for providing quality client experience with every interaction Produced positive client service reports to department manager in addition to meeting sales goals Commission, heavily sales focused; developed skills for providing quality client experience with every interaction Produced positive client service reports to department manager in addition to meeting sales goals

Key Holder

• Sep 2011 - Nov 2012

Met all sales goals for entirety of employment, frequently earning #1 seller in store Led in-store clientele push to increase customer service experience, trained employees in iPad dedicated software and outreach techniques Promoted to Key Holder within 10 months Met all sales goals for entirety of employment, frequently earning #1 seller in store Led in-store clientele push to increase customer service experience, trained employees in iPad dedicated software and outreach techniques Promoted to Key Holder within 10 months