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Candidate's Name
Street Address  Magellan Way #104Raleigh, North Carolina Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEQualificationsExecutive assistant and office manager with strong interpersonal skills. Proven contributor who improves the organizations bottom line with the unique ability to positively impact the businesss productivity. Self Starter. Extensive experience in a variety of financial/insurance industry concepts, practices and procedures both in a home office and agency environment. The combination of knowledge and judgment allow me to influence and accomplish corporate goals. Able to lead and direct the work of others. Excellent communications skills and works well with all levels of personnel.Professional ExperienceELAINE CACARILLO, LLC  NORTHWESTERN MUTUAL, NY, NY - Administrative Assistant (August 2011 to December 2018)Prepare Personal Planning Analyses, insurance illustrations, and marketing materials in preparation for client/prospect meeting.Prepare insurance applications for completion and signature. Arrange medical, paramedical and any exams necessary for underwriting. Follow cases thru the underwriting process. Prepare policy for delivery once issued.Purchase, update, and troubleshoot technology, maintain three computers.Keep track of monthly expenses using Quickbooks.Maintain current insurance contracts and licenses for producer.Maintain financial representatives calendar, confirm and reschedule appointments.Monitor, order, and stock marketing materials and office supplies.Contact clients on late payment of policies. Prepare/print letter of instruction (e.g., asset/account transfers, beneficiary changes, etc.) for client signature. Communicate with Home Office as needed to supply or attain policy information.Daily office activities, phone, fax, email and filing. PRIVATE CLIENT GROUP LLC, NY, NY  Office Manager and Executive Assistant to Managing Partner (September 2008  May 2010)Manage and train all sales assistants and producers on guidelines pertaining to the operation of PCG. Improve agent productivity and create opportunities for cross selling thru organization of new client data, arranged exams, completed applications. Act as liaison between producers and various Insurance and Financial firms so that the producer could be focused on their productivity.Assist Managing Partner with event planning, meeting scheduling and travel arrangements.Responsible for confidential and time sensitive material including budget analysis and personnel matters.Assist Sr. Partner of Advanced Planning division of PCG to set goals, monitor budget and maintain division data base.Increase division productivity and accountability via data base and communication with planner.Manage the eMoney software program at PCG. This involves entering data from detailed factfinders into the eMoney software system to create presentations for clients involving such topics as Human Life Value, Estate Planning and Insurance Needs. STRATEGIES FOR WEALTH  A GUARDIAN LIFE AGENCY, NY, NY - Sales Assistant (June 2006 to September 2008)Improved agent productivity by organizing client data, arranged exams, completed applications, followed cases thru underwriting, met delivery requirements by being liaison between producer and client.Performed ongoing client service for all existing and new clients without agent input. MONY LIFE INSURANCE COMPANY, NY, NY - Executive Administrative Assistant (January 2003  June 2004)Created data spreadsheets and analyzed call tracking for purposes of revenue generation.Handled variety of situation and conflict resolution involving administration functions including working with fee based financial planners and resolving case support conflicts in the absence of the VP.Responsible for confidential and time sensitive projects concerning reorganization of the Advanced Planning division.Relieved the VP of administration type functions to increase the time the VP had available for executive level responsibilities. GUARDIAN LIFE INSURANCE COMPANY,NY, NY - 1035 Exchange Specialist (August 1992  May 2002)Facilitated the transfer of the cash value of life insurance policies from other companies into Guardian Life insurance policies.Reviewed life insurance applications and related paperwork to insure validity of the 1035 Exchange.Coordinated with Guardian agents, the Guardian underwriting department and other insurance companies to ensure timely process and correct transfer of funds from existing life insurance policies into a new Guardian policy according to IRS regulations and company practices.SKILLS: Microsoft Word, Excel, Power Point, Outlook, Lotus Notes, eMoney, QuickBooks