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Click here or scroll down to respond to this candidate(1)Candidate's Name
Norwalk, CTEMAIL AVAILABLEPHONE NUMBER AVAILABLEBilingual professional with strong work ethic and extensive support experience in the insurance industry. Recognized as a highly motivated, self-managed, dedicated worker with solid analytical, organizational and communication skills. Presently licensed in CT (Life and Health). Fluent in Spanish, proficient in Bullseye (Quote tracking), Client Enrollment Materials tool, Client Databases, Company Mainframes, D&B, MarketView, Microsoft Office applications, Office Supply Ordering programs, UPS Campus Ship and Web Navigation. Work ExperienceSenior Sales Administrative Associate Manage set up and submission of RFPs for 3 Senior Sales Reps, strong focus on prioritization based on client need. Interaction with Brokers to obtain missing info required to respond to RFPs. Work with internal partners to comprehensively respond to questionnaires. Create summaries and forms for Sold cases, manage various summary revisions based on feedback from clients/brokers. Monitor cases to ensure deadlines are met and maintain filing system of RFPs for quick reference. Maintain and update Bullseye to ensure most current RFP status is reflected. Assist with travel and expense reports. Voluntarily provide support for other offices when in need, and serve as a resource to co-workers. Regular participation on CEM update calls and trainings. Coordinate with onsite resources to produce print materials to meet client deadlines. Order materials and giveaways for OE meetings. Assist Client Managers with preparation of summaries for existing/sold business cases, when needed. Account Service Associate Support Senior Account Managers in daily servicing of multiple Key accounts. Perform administrative duties that support Senior account Manager in daily business practices, including but not limited to, business travel arrangements, coordination of client meetings, prepare expense reports, file/calendar maintenance, client communications, and end to end OE support, Maintain and growth existing client relationships through the timely processing of requests, resolving inquiries, and making sure current client information and documentation is up to date. Collaboration with internal partners and organizational knowledge to meet client needs. Sales Administrative Assistant/ Senior Proposal Specialist Performed daily administrative duties consisting of meeting and greeting clients and visitors, Customer service, answering and directing calls, calendar management, arrange travel, process expense reports, order and maintain office supplies. Administered general office or department necessities as required. Improved workflow through leadership and excellent communication. Serve as mentor and leader for NYC, NJ and UPNY by providing guidance, problem solving, and workflow coordination. Provided timely, high quality proposals. Prepare proposal requests within specified time frame; analyze information provided and benefits as requested. Proactively request information necessary for quoting, and update Client Management programs. Revised quotes, applied plan design modifications as requested, reanalyze quotes, and input into Client Management program in a very responsive timeframe. Excellent customer service. Professionally and accurately interfaced with brokers, HR reps, members as well as internal associates via e-mail and phone. Provided timely office support, maintained sufficient office and marketing materials, managed incoming fax folder, prepared enrollment kits and summary of benefits as requested.(2)Account Coordinator Managed proposal activities, quote revisions, customer service and office support as outlined above. Prepared sold case and installation documents. Completed accurate submissions according to established guidelines. Identified missing information and request from the broker. Managed case throughout to ensure acceptance and process new coverage amendments. Sales Administrative Assistant/ Field Rater Administrative duties, managing expense reports, calendars, ordering of supplies. Analyzed and processed incoming RFP's to determine product selections and initial eligibility. Utilized various quoting systems to develop competitive rates and finalize quote submissions. Maintained dialogue with various Sales Reps and Brokers pertaining to all aspects of quote cycle. Multi-Functional Office Assistant Advanced throughout the course of employment with increasing responsibilities (Mail Processor, Mailroom Coordinator). Managed and coordinated all aspects of mailroom/office functional operations for both Purchase and NYC offices. Maintained all office equipment/supplies/marketing materials. Maintained daily correspondence with various vendors and internal associates to meet business needs. Administrative duties involving customer service, filing, ordering marketing and office supplies, handling of security access.EducationA.A. in Liberal ArtsJunior College of Albany - Albany, NYProfessional and Personal references available upon request. |
