Senior Contract Specialist

• Nov 2021 - Present

Contract Specialist

• Aug 2020 - Nov 2021

Financial Professional

• Mar 2018 - Present

• Meet directly with clients to determine financial needs and goals and discuss financial planning options. • Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives. • Sell financial products and services including life insurance, long-term care, and annuities. • Successful management of accounts from inception to completion. • Leverage existing marketing tools to provide quotes and improve client communications.

Financial Professional Associate

• Apr 2019 - Jul 2020

• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs • Develops customized ideas and solutions for each client • Specializes in helping clients meet their protection needs through a variety of insurance products

Manager

• Feb 2010 - Mar 2018

• Manage a team of 7-12 specialists in 2 locations• Manage end-to-end production and coordination of projects of over $40 million annually from initiation, scheduling, print production, inventory management, and delivery/mailing ensuring highest quality and service levels meet clients’ needs and in compliance with established policies and procedures. Key contributor and subject matter expert in high-level projects• Contribute in contract renewals by gathering requirements for new and amended RFPs. Analyze and resolve budget variances and implemented proper reports and controls• Manage and optimize order levels of finished goods and raw material to maintain minimal backorders and excess inventory• Initiate and improve cost containment practices such as intelligent insertion mailing to decrease print and postage costs and print-on-demand practices that resulted in tossout reduction• Improve operation target metrics, efficiencies, streamline and improve workflows• Fosters an environment which encouraged continual process improvements and growth opportunities. Oversee employee training and development• Develop and maintain business plans and commitment packs to help achieve company goals and objectives• Oversee over 3,500 SKUs for marketing and legal compliance literature and provide a streamlined and dedicated communication link with various internal business partners, in-house print department, and external vendors regarding all production concerns• Review and approve forecasts, cost estimates, and invoices with complex allocations to various funds and department• Proactive enhancement of knowledge of emerging technologies and applications to take the business forward• Key involvement in year-long implementation of software for automation of order fulfillment to shorten time-to-market production and delivery of literature• Analyzed project scope, provided transition plan of all products from finished goods to print-on-demand, and procedure documentation

Project Manager/Supervisor

• Aug 2006 - Feb 2010

• Supervised a team of 5 specialists in 2 locations• Oversee employee training and development. Develop growth opportunities.• Guide and train Print Production Specialists on high profile projects, cross train specialists on forecasting, planning, buying, press checks and pre-press review• Work with the Print Production Specialists to resolve complex print issues associated with literature availability and to ensure legal and marketing literature pieces arrive on time, within budget and at high quality output• Supervise Print Production Management operations i.e. improve departmental metric targets (backorders/ obsolescence), improve cost efficiencies, and streamline interdepartmental workflow. Monitor and oversee inventory management of approximately 1,200+ legal and marketing pieces. Review, approve and signoff on all forecast worksheets. Monitor backorders and obsolescence• Act as a key contributor in all high-level product rollouts, and fund launches• SME on automation of matrix pricing into system’s forecasting worksheets• Proactively plan all phases of Legal literature schedules• Collaboration across Marketing Operations, Product Management, Creative Services, and external vendors to streamline workflow and improve interdepartmental communications• Led assigned projects through feasibility, planning and execution on time, to scope and within budget; coordinate meetings, agendas, minutes, project plans; demonstrate an understanding of project management method and IT project approval process• Title change to Supervisor due to restructure of organization in 2007

Senior Print Production Specialist

• Apr 2004 - Aug 2006

Print Production Specialist

• Feb 2000 - Apr 2004

Sales Coordinator

• Mar 1999 - Feb 2000

Print Buyer

• Oct 1995 - Feb 1999

Purchasing Assistant

• Oct 1994 - Oct 1995

Transfer Agency Data Prep Clerk

• Aug 1992 - Oct 1994