Experience

SRP Federal Credit Union
• United States
• Banking
• 100 - 200 Employee
• Executive Assistant

  • Jun 2022 - Present


Self Employed

• Real Estate
• 1 - 100 Employee

• Licensed Health/Life Producer

  • Nov 2021 - Jun 2022

  Meet with federal employees regarding their federal employee benefits; complete PSRs; and, schedule appointments. Meet with business owners, executives, staff regarding ICHRA; schedule and conduct Lunch & Learns. Answer incoming calls from customers looking to buy insurance and customers with questions. Personally send out premium reminders to customers that are in danger of falling behind in their payments. Assist customers to implement new health insurance plans over the phone and in person. Travel to customers' residences or place of businesses to educate them on how to utilize their life and/or health insurance properly. Make outbound calls to introduce prospects to the company's life and health insurance offerings. Put together packages of introductory material for new clients. Maintain a regular follow-up schedule with each active client. Work in the field to educate potential clients on ACA and advising them of the appropriate health plans that are most beneficial to their situations, and then enrolling them into those health plans. Maintain personal contact with each and every policyholder. Show less


Transcriptionist - Self-Employed
• Owner

  • Feb 2003 - Nov 2021


Mentor Financial Group, LLC

• Real Estate
• 1 - 100 Employee

• Executive/Personal Assistant

  • Sep 2001 - Feb 2003

  Answered, screened, and directed telephone calls, typed, developed and maintained business filing system, scheduled meetings; took minutes, etc. Completed and filed various business documents, such as letters, memos, agendas, invoices, purchase orders. Ordered, controlled, and monitored all supplies, product, and equipment. Handled confidential documents appropriately. Maintained confidential files and records, such as company's financial records, staff personnel records, clients' personal information, etc. Interacted with various persons by serving as the liaison in the performance of duties, including partners of the business, staff, outside vendors, and clients on a daily basis. Maintained office inventory, product inventory, office supplies, ordered office supplies. Set up and participated in real estate coaching seminars throughout the United States. Answered and handled complaints and inquiries by referring them to the appropriate partner, staff, or department. Provided administrative support in such areas as compiled financial data, analyzed data, and prepared related financial reports, compiled and maintained various record keeping systems, including confidential records. Operated general office equipment, such as computer, printer, copier, calculator, fax machine, telephone system, etc. Performed other duties assigned by the partners of the business. Show less



EXITInfo, Inc.

• Executive Assistant/Sales Coordinator

  • Jun 1995 - Aug 2001

  Provided administration and sales support to the vice president of sales, such as answered, screened, and directed telephone calls, typed, developed and maintained sales department filing system, scheduled sales meetings; took minutes, etc. Completed and filed various sales documents, such as letters, memos, agendas, expense reports, etc. Ordered, controlled, and monitored all sales office supplies. Handled confidential documents appropriately. Maintained confidential files and records, such as sales records, account managers' personnel records, clients' advertising information, etc. Maintained sales office inventory, product inventory, office supplies, and ordered office supplies. Set up and participated in trade shows. Answered and handled complaints and inquiries from advertisers by either handling them myself or directing them to the VP of Sales. Provided administrative support in such areas as complied sales data, analyzed data, and prepared weekly, monthly, YTD, etc., sales reports. Operated general office equipment, such as computer, printer, copier, calculator, fax machine, telephone system, etc. Facilitated orientation for account managers for Sales Program. Conferred with VP of Sales when implementing a format for various sales models and documents. Handled the recruitment of sales assistants and data entry clerks for the company's sales department. Created, provided, and tracked purchase order numbers. Processed time sheets for sales reps. Reviewed and processed expense reports for sales reps. Entered data in company database. Operated sales administration office single-handedly. Assisted production department during deadline periods. Formulated, wrote, and implemented new account managers' compensation reports. Analyzed and prepared sales reports and meeting minutes for President, Vice President, General Manager and 12 account managers. Summarized, typed and edited letters for entire sales staff including executive personnel. Show less