Jennifer Koeppel
Administrative Specialist - Letter Department at Feldman, Kramer & Monaco, P. C.- Claim this Profile
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Bio
Experience
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Feldman, Kramer & Monaco, P. C.
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Law Practice
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1 - 100 Employee
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Administrative Specialist - Letter Department
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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
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Customer Service Representative
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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
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Office Manager/Business Operations
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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
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Sales & Marketing
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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
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Ecolin Saint James
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United States
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Retail
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Sales
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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
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Shift Manager
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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
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Self-employed
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Real Estate
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1 - 100 Employee
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Caregiver
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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
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Atlantis Health Network
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United States
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Medical Practices
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1 - 100 Employee
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Spa Manager
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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
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Skin Care Therapist
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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
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Shift-Manager & Business Operations:
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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
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Education
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Suffolk County Community College