Jennifer Koeppel

Administrative Specialist - Letter Department at Feldman, Kramer & Monaco, P. C.
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Contact Information
us****@****om
(386) 825-5501
Location
Highland Park, New Jersey, United States, JE

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Experience

    • Law Practice
    • 1 - 100 Employee
    • Administrative Specialist - Letter Department
      • 2020 - Present

      • Draft legal correspondence on behalf of subscribed members, advocating their concerns to counterparties • Proof-read attorney finalized letters • Process communication of attorneys, staff-members, plan members, and their opposing parties • Process credit card payments • Ensure proper follow-up to promote customer service and increase firm revenue • Perform executive assistant responsibilities for attorney needs • Basic IT support for staff members • Train department… Show more • Draft legal correspondence on behalf of subscribed members, advocating their concerns to counterparties • Proof-read attorney finalized letters • Process communication of attorneys, staff-members, plan members, and their opposing parties • Process credit card payments • Ensure proper follow-up to promote customer service and increase firm revenue • Perform executive assistant responsibilities for attorney needs • Basic IT support for staff members • Train department inductees and firm new-hires • Update employee roster and training documents

    • Customer Service Representative
      • 2018 - 2020

      • Handle inboard calls from members, legal staff, and opposing parties • Gather, assess and anticipate plan member legal advisory needs • Document interactions, per company SOP • Coordinate with staff and attorneys to ensure proper customer support • Train newly hired CSRs and advise newly hired attorneys in procedure • Update CSR training documents • Special projects: o Assist with redesign of estate planning questionnaire o Perform post community… Show more • Handle inboard calls from members, legal staff, and opposing parties • Gather, assess and anticipate plan member legal advisory needs • Document interactions, per company SOP • Coordinate with staff and attorneys to ensure proper customer support • Train newly hired CSRs and advise newly hired attorneys in procedure • Update CSR training documents • Special projects: o Assist with redesign of estate planning questionnaire o Perform post community outreach follow-up to potential clients o Host firm booth at union member event

    • Office Manager/Business Operations
      • Sep 2014 - Present

      Long Island, New York • Restructure online business operation: engage external CPA to evaluate financial health; consult legal counsel to streamline corporate needs • Liaise with manufacturing in logistic management, such as packaging, merchandising, and last-mile product distribution • Structure product wholesale and retail pricing module • Create inventory control log and sales order processing system • Set up local and out-of-state product distribution • Maintained income, expense and tax… Show more • Restructure online business operation: engage external CPA to evaluate financial health; consult legal counsel to streamline corporate needs • Liaise with manufacturing in logistic management, such as packaging, merchandising, and last-mile product distribution • Structure product wholesale and retail pricing module • Create inventory control log and sales order processing system • Set up local and out-of-state product distribution • Maintained income, expense and tax accounting ledger • Managed new product development • Created newsletter providing regular updates to investors and consumers

    • Sales & Marketing
      • 2014 - Present

      Long Island, New York • Design product packaging, sales display and promotional materials, new digital/web presence, and marketing themes • Attend local industry events to increase product promotion • Manage online sales, customer feedback • Establish local retail business owner relationships and educate staff on product knowledge/sales points

    • United States
    • Retail
    • Sales
      • 2011 - 2016

      • Catered product recommendations to individual client style and budget • Maintained customer database for marketing mailings, jewelry repair history and future merchandise recommendations • Customer Service

    • Shift Manager
      • 2011 - 2016

      • Start-of-day and end-of-day procedures • Secure inventory management • New merchandise education • Design merchandise store displays • Represent Ecolin at the local Chamber of Commerce • Organize and manage community outreach events • Staff management

    • Real Estate
    • 1 - 100 Employee
    • Caregiver
      • 2007 - 2011

      Provide in-home care for my elderly grandparents, as well as transportation and shopping needs. • See to the health and welfare needs of my ailing grandfather • Assist my grandparents with daily life including: shopping, doctors’ visits, family visits • Assist with the transition from rehabilitation facility care to professional at-home nursing care for my grandmother suffering from dementia

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Spa Manager
      • 2005 - 2007

      Long Island, NY • Oversee department operations: staffing management, inventory management, customer relationship management • Design spa menu brochure and promotional materials • Plan and manage community outreach events • Create incentive programs for staff • Create loyalty programs for clients • Staff education • Design client care protocols

    • Skin Care Therapist
      • 2005 - 2007

      • In-room treatments • Retail sales • Client follow-up recommendations, product and treatments • Maintain client database • Maintain esthetician client treatment chart and product purchase chart

    • Shift-Manager & Business Operations:
      • 2005 - 2007

      • Receptionist • Start-of-day and end-of-day finances, reports and procedures • Client liaison and customer service management • Staff management • Retail sales • Hosted and coordinated group spa bookings • Hosted and coordinated client marketing events

Education

  • Suffolk County Community College

Community

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