Experience

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  Borislow Insurance

  • United States
  • Insurance
  • 1 - 100 Employee

  • Sales Coordinator

    • Oct 2017 - Present

    Supporting the efficiency and focus of the sales teams by providing coordination and streamlining internal processes regarding research, qualification, marketing and sales materials. Using CRM to manage contacts & accounts and track activities.

  • Executive Assistant

    • Oct 2008 - Present

    Support of the President and Principal of Borislow Insurance as well as executive level agency members with day to day project & calendar management, administrative support and projects, research, communication, scheduling appointments and travel, organization and planning. Business Development working to grow the agency through assisting in building strong relationships with clients while regularly researching and creating new sales opportunities. Helping maintain a solid client pipeline and database, fulfilling expectations/objectives and maintaining satisfaction. Adept at working effectively to achieve goals both as a cross-functional team member and individual contributor. Responsible for planning special events, seminars & meetings - in and out of the office environment. Member of our Marketing Team, PR: creating/writing & publishing press releases, creator/editor of our employee newsletter, and also co-chair of our Charitable Giving Team. Handling sales and marketing for the books "Bend The Healthcare Trend: How Consumer Driven Health and Wellness Plans Lower Insurance Costs," "Inspire to Act" and "Inspire to Act for Kids," written by the President and Principal of Borislow Insurance, Jennifer Borislow and Mark Gaunya.Associate Producer for the ShiftShapers Podcast, a weekly interview hosted by David Saltzman with people in the insurance and employee benefits world who are taking the shifts in our industry and shaping them into new tools, products, best practices, etc. We have an audience of over 7500 benefit advisers. Responsibilities include coordinating and scheduling podcast interviews, as well as research and finding potential interviewees.

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  TA Associates Realty

  • Executive Administrative Assistant

    • Mar 2005 - Oct 2008

    Support of the Senior Vice President, two Partners, and two Asset Managers: calendars management, scheduling appointments and travel, day-to-day administrative support and projects (i.e. power point presentations, investor database entry) Developed new processes of budgeting, leasing, invoicing and tracking letters of credit to improve functionality and productivity. Head chair of social events committee, which included planning, organizing and executing corporate events for company outings, numerous charity events and annual investor meetings. Established availability and dependability for assistance in every department of the firm.