Service Coordinator/Facilities Manager

• Jul 2021 - Present

EBSC

• Sep 2017 - Present

Administrative Assistant

• Mar 2017 - Sep 2017

Administrative Assistant

• Aug 2016 - Mar 2017

Marketing Administrator

• Jun 2014 - Jan 2016

• Provided customer service to current clients regarding changes and questions to their insurance policies. Ensured all forms are fully completed and executed by the policy owners. • Credited monthly premiums to client accounts on a daily basis, reconcilled close-out and made daily deposits. • Collaborated with underwriting department, agent and client in fulfilling all outstanding requirements necessary to issue a new life, health or annuity policy. • Ensured timely release of medical records and convey the outcome to underwriting department. • Followed up on outstanding requests for loans, cash withdrawals, and changes to any policies. • Ensured all agents are up to date on continuing education and all licenses are up to date • Assisted new agents with licensing, and appointments. • Maintained current agent files to include copies of Insurance Licenses, Drivers Licenses, and Automobile Insurance and maintain spreadsheet with the license numbers and expiration dates. • Ensured all office machines, computers, networks and wifi are running properly and provide feedback to home office when necessary. • Oversaw office supply inventory and placed orders. • Attended weekly office meetings with Agency Director and agents to provide feedback on outstanding requirements and to keep up to date on all upcoming activities and meetings. • Attended Bi-weekly telephone conferences with the Director of Operations to stay abreast of personal performance and new requirements. • Made lunch reservations and managed the Outlook calendar. • Provided a smooth-running office. Show less

Administrative Assistant

• Sep 2012 - May 2013

Career Service Professional/Life Insurance Agent

• Aug 2010 - Aug 2012

• Provide customer service to current customers. • Maintain a book of business by collecting premiums and conserving business by sending out notices and making phone calls on remind clients of premiums due. • Credit premiums to customer accounts and make deposits. • Prospect and write new business • Provide customer service to current customers. • Maintain a book of business by collecting premiums and conserving business by sending out notices and making phone calls on remind clients of premiums due. • Credit premiums to customer accounts and make deposits. • Prospect and write new business

Prestress Secretary/Transportation Specialist

• Aug 1994 - Apr 2009

Coordinate with field personnel in order to schedule movement of product from plant to jobsite. Reconcile invoices for Subcontract Trucking Companies. Create and format electronic bills of lading. Dispatch trucks and drivers to ensure prompt delivery of product to jobsite. Order hauling permits using web-based ordering system. Create and maintain a database of driver’s time, to include time worked, vacation, sick and personal time. Maintain database of product moved for each job. Prestress Secretary – (1994 – 2006) Assist senior level managers and sales department in their daily administrative needs. Provide administrative support to Vice President/General Manager to include typing and layout of all correspondence, spreadsheets, presentations and databases using Microsoft Office Suite. Organize and maintain project files and documentation. Review contracts to establish job requirements are in place prior to beginning work. Write contract for subcontractors and ensure all requirements are met by each subcontractor before beginning work. Send customer review packages to each contractor, engineer and architect and maintain database of all information received regarding the quality of work for each project. Share information with senior and mid-level management and sales department and ensure any necessary follow-up. Create and maintain a database of all customer reviews. File and maintain all business licenses for each city or county in which work was being performed. Plan and coordinate business lunches, dinner meetings and plant tours. Design PowerPoint presentation for on and offsite sales meetings. Distribution of company literature to prospective clients and customers. Assist Marketing Department in providing information for Corporate Brochure and other sales literature. Manage daily Outlook calendar. Manage the organization and scanning of paper files to digital format. Serve as back up to receptionist and Human Resources Department. Show less