Bio
Experience
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Stay at home parent
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Apr 2014 - Present
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United States
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Insurance
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700 & Above Employee
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Recruiting Coordinator
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Feb 2013 - Mar 2014
Work in partnership with Managing Director, Operations Manager, Agency Managers, Functional Manager and Advisors to ensure current and new advisors are all properly licensed to sell desired insurance/financial products. Passive sourcing of potential candidates to fill financial advisor/team advisor positions. Work directly with the potential candidate, sales managers and Corporate Human Resources to obtain necessary information in order to hire candidate. Provide management support to achieve agency recruiting objectives with a focus on hiring quality candidates. Support Managing Director and Operations Manager as needed with reports, etc.
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Marketing Coordinator
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Oct 2010 - Feb 2013
Responsible for the management of the eLead system for the firm and executing bulk book transfers. Responsible for educating agents in the use of SmartOffice. Responsible for managing the ema subscriptions for the leadership team. Responsible for completing weekly placings report for the firm. Work in partnership with the Marketing Director to plan and execute two agency meetings per year as well as an agency fund raising Softball Tournament. Travel to each of our five sites once a week (on a rotating basis) to hold Marketing Clinics/training for the local agents. Provide excellent customer service to internal customers especially our top producers.
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Assistant Operations Manager
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Sep 2004 - Oct 2010
Work in partnership with Managing Director, Operations Manager, Agency Managers, Functional Managers, Sales Representatives and Operations Team to operate a professional, efficient and productive Agency in a cooperative environment. Manage administrative functions and maintain compliance standards. Accountable for managing and coordinating all underwriting activities for main and detached offices required to achieve Agency production goals. Provide management support to achieve agency recruiting objectives with a focus on hiring quality candidates.
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Marketing Assistant
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May 2003 - Sep 2004
Responsible for coordinating marketing initiatives by the insurance agents, data entry of insurance applications, processing of daily monetary deposits, ordering of office supplies/marketing materials, assisting agency manager in recruiting of new insurance agents. Accountable for providing underwriting support to entire agency. Provide excellent service to internal and external customers.
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Customer Service Representative
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Jun 2002 - May 2003
Responsible for answering incoming customer telephone calls, resolving issues with health and welfare benefits, assisting customers in enrolling in their company sponsored benefits, resolving customer complaints.
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Education
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1998 - 2002Assumption College
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1994 - 1998Leominster High School
Suggested Services
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Industry Focus. “Human Resources and Staffing”
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