Director Corporate Adminstration and HR Administrator

• Jan 2019 - Present

Executive Administrative Assistant and Insurance Coordinator

• 1990 - Jan 2019

Office Insurance Coordinator: • Fill out application forms and work with Insurance Broker to renew Office Insurance Program; • The Insurance Program includes: Auto, General Liability, Umbrella, Workers Comp, etc.; • Compute estimate for Workers Comp coverage; • Keep and maintain all Insurance files; • Process requests for Certificates of insurance; • Maintain Auto files for corporate fleet; • Maintain proper insurance coverage and cards are up-to-date; • Maintain Life… Show more Office Insurance Coordinator: • Fill out application forms and work with Insurance Broker to renew Office Insurance Program; • The Insurance Program includes: Auto, General Liability, Umbrella, Workers Comp, etc.; • Compute estimate for Workers Comp coverage; • Keep and maintain all Insurance files; • Process requests for Certificates of insurance; • Maintain Auto files for corporate fleet; • Maintain proper insurance coverage and cards are up-to-date; • Maintain Life Insurance Files for Keyman Life Insurance Policies; • Create and update report monthly for Cash Surrender Values; • File Ohio Workers Comp; • Gather files and work with insurance company’s auditors to complete annual audits. Administrative Duties: • Open daily correspondence and email. Action items as necessary; • Answer phones and direct callers; • Manage calendars and coordinate meetings; • Manage bank accounts and pay bills for three of four partners; • Coordinate transfers with investment bankers; • Balance accounts and provide budgets; • Keep tax records and work with VP Taxation to provide information for taxes. • Compile and process Expense Reports; • Maintain files for corporate clients; • Update and record information in CRM; • Maintain files for personal life insurance for three out of four partners and track expirations; • Maintain Homeowners insurance records for three out of four partners; • Coordinate Travel; • Troubleshoot issues as they arise. Other Duties: • Maintain Office Lease files for the company's leased office space. • Track and record salary information for CFO.

Executive Administrative Assistant

• 1979 - 1990

Executive Administrative Assistant to the Executive Vice President of Administrative Services. Executive Administrative Assistant to the Executive Vice President of Administrative Services.