Wendy Larsen

Senior Underwriting Assistant at SUNZ Insurance Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Sarasota, Florida, United States, US

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Senior Underwriting Assistant
      • Sep 2020 - Present

      Bradenton, FL

    • Underwriting Assistant
      • Jul 2018 - Sep 2020

      Bradenton, Florida, United States

    • United States
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Marketing & Events Manager
      • Jan 2013 - Feb 2018

      Denver, CO Responsible for event management, marketing and brand presence efforts for the organization. • Planed and executed 5 to 10 special events per year hosting 10 to 200 attendees including multi-day conferences, meetings, and social receptions. • Performed relationship building with external event partners and contributors through the selection of vendors, hotels, and speakers. • Coordinated logistics of on-site operations including site selection, food and beverage selection… Show more Responsible for event management, marketing and brand presence efforts for the organization. • Planed and executed 5 to 10 special events per year hosting 10 to 200 attendees including multi-day conferences, meetings, and social receptions. • Performed relationship building with external event partners and contributors through the selection of vendors, hotels, and speakers. • Coordinated logistics of on-site operations including site selection, food and beverage selection, audio/visual service arrangements and registration processes. • Demonstrated attention to detail by managing budgets up to $100,000 and event database as well as acting as on-site coordinator and assigning tasks to support staff. • Developed and implemented Salesforce CRM to track funding pipeline, training participants, and marketing ROI. • Supervised CRM account management, standard and custom object customization, developed custom reports and dashboards, created system and how-to documents and led training sessions. • Spearheaded the design and development of marketing materials for print, digital, and presentation formats. • Maintained social media and brand presence on Facebook, Twitter, and blog. • Created and updated web pages in WordPress CMS. • Designed editorial content strategy and collaborated across teams to identify and curate content to increase engagement and growth. • Provided administrative support to leadership including, document processing, special projects, and records management.

    • Administrative Coordinator
      • Sep 2005 - Dec 2012

      Denver, CO Provided operations support including clerical work, budgets, expense reports, travel and meeting arrangements, and customer service for school professionals, government agencies and non-profit organizations. • Provided high-level administrative support to the president, vice presidents, and project leads. • Created reporting materials such as charts, graphs, and financial reports for president and board to effectively communicate association initiatives. • Coordinated frequent… Show more Provided operations support including clerical work, budgets, expense reports, travel and meeting arrangements, and customer service for school professionals, government agencies and non-profit organizations. • Provided high-level administrative support to the president, vice presidents, and project leads. • Created reporting materials such as charts, graphs, and financial reports for president and board to effectively communicate association initiatives. • Coordinated frequent travel and logistical event arrangements for board, staff, committees, and consultants to assure the successful implementation of grant programs and meetings. • Proven track record of accurately maintaining up to date confidential files and records of grantees. • Delivered effective customer service to internal and external customers in-person, phone, email, fax, and mail. • Develop and design materials for marketing project services, meetings, training, and presentations. • Represent the organization at regional and national events.

    • United States
    • Museums, Historical Sites, and Zoos
    • 1 - 100 Employee
    • Administrative/Member Services
      • Feb 2002 - Sep 2005

      Denver, CO Provided skilled administrative assistant support to Executive Director and Membership Services with programs, projects, and application processes. • Assisted Executive Director with day-to-day association operations for 10,000 members and 800 affiliates. • Scheduled meetings, made travel arrangements and drafted correspondence for board, staff, committees, and consultants to assure successful implementation of association programs. • Managed daily processing of incoming monies by… Show more Provided skilled administrative assistant support to Executive Director and Membership Services with programs, projects, and application processes. • Assisted Executive Director with day-to-day association operations for 10,000 members and 800 affiliates. • Scheduled meetings, made travel arrangements and drafted correspondence for board, staff, committees, and consultants to assure successful implementation of association programs. • Managed daily processing of incoming monies by preparing payments for deposit, tracking incoming funds, database entry and facilitating workflow with other staff members. • Developed and maintained detailed administrative and procedural processes that reduced redundancy, improved accuracy and efficiency, and achieved organizational objectives. • Performed extensive volume of clerical work such as data entry, filing, copying and preparing statistical reports. • Assisted with proofreading of membership letters, quarterly magazine, leadership newsletter, annual directory, and conference materials. • Screen incoming phone calls, and process incoming and outgoing correspondence. Show less

Education

  • University of Colorado at Denver
    Bachelor of Arts (BA), Fine Art
    1992 - 1997
  • Colorado Film And Video Institute/Multimedia Technology
    Cinematography and Film/Video Production
    1998 - 2001

Community

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