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Education

Skills

Typing Speed
65 WPM
Microsoft Office
Proficient in Microsoft Word, Excel, PowerPoint, and Outlook

Work experience

Oct 2007Jun 2008

Contracting, Licensing, and Technology Coordinator

The Effner Financial Group
  • Fingerprinted and initiated background checks on all new hires
  • Guided new agents through the contracting process by facilitating the completion of all required paperwork and achievement of proper state licensure
  • Obtained, input, and processed the necessary paperwork for contract changes and terminations
  • Created sign-on IDs and email accounts for all new hires
  • Troubleshot sign-on issues and either performed recoveries or directed users to network support
  • Coordinated installation of new software packages and kept general office computers up to date
  • Provided backup for reception and application input
May 2007Oct 2007

Office Administrator

The Effner Financial Group
  • Provided administrative support for multiple sales representatives
  • Drafted correspondence from transcribed case notes
  • Updated prospect and client information in database software
  • Coordinated policy delivery and followed through on post-approval issues
  • Kept representative websites updated
  • Generated monthly sales reports and tracked progress towards individual and company goals
  • Utilized internet research to generate feed lists for prospecting appointments
Sep 2006Apr 2007

Office Assistant

Wheaton College Media Resources
  • Assisted customers with reserving media equipment for class projects and on-campus events
  • Maintained records of reservations, checkouts, and returns using web-based software
  • Prepared equipment orders for delivery or pickup, including testing of equipment
  • Addressed customer concerns over the phone and in person
Jun 2003Jul 2003

Administrative Assistant

Jobmaster Incorporated
  • Managed daily shipments of product to customers
  • Created, mailed, and filed invoices then
  • Took in payments and organized bank deposits
  • Initiated credit checks for first-time customers
Jun 2002Aug 2002

Administrative Assistant

Jobmaster Incorporated
  • Managed daily shipments of product to customers
  • Created, mailed, and filed invoices
  • Took in payments and organized bank deposits
  • Initiated credit checks for first-time customers

Interest

I enjoy reading historical fiction, playing the piano, and baking.

Portfolio

Certifications

Apr 2009Present

BLS for Healthcare Providers

Rocky Mountain CPR
Sep 2007Sep 2009

Illinois Life and Health Producer

Illinois Department of Insurance