Download PDF

Skills

Life Insurance

Filling out insurance applications & preparing them for processing

Running life, custom variable life and disability ilsurance illustrations

Interpersonal Skills

Self Motivated, Proactive, Positive, Upbeat Attitude

Languages

Bi-lingual; Speaks fluent English & Spanish

Microsoft Office

Microsoft Word, Excel, PowerPoint, Outlook

Administrative

Type 87 WPM

Very organized & detail oriented

Works well with deadlines, never leave a task unfinished

Communication

Excellent and responsive listening and communication skills, in person, over the phone, and via email

Education

20072009

Associate of Science

Southwest Florida College

Graphic Design

Work experience

2014Present

Associate Financial Representative

Northwestern Mutual Wealth Management Company
  • Filling out insurance applications for prospective clients.
  • Scheduling Paramedical Exams for applicants.
  • Running insurance illustrations for prospective clients/running illustrations & policy data reviews for inforce policies.
  • Interacting with clients via email, phone, and fax; assisting them with their insurance & investment needs (filing requests for loans, processing the buying & selling mutual funds, etc.)
  • Set up appointments for Financial Representative to conduct annual reviews with current clients to assess their current needs.
  • Fill out applications for and help maintain investment accounts (brokerage, retail, retirement).
  • Send out bulk mailers for yearly client gifts and annual reviews.
  • Interact with third party affiliates/custodians on a daily basis for maintenance of client investment accounts.
20132014

Graphic Designer/Web Master, Administrative Assistant

Heritage & York Financial Group
  • Management of the company website via WordPress, blog, and social media (Facebook, Twitter, LinkedIn, Google+, etc.), as well as SEO for the website.
  • Design corporate materials, books, pamphlets, & brochures for clients and employees.
  • Manage the email marketing for the company every single working day, as part of an explicit schedule or at request of CEO.
  • Find & record leads for the sales department of the company, including telemarketing & email leads, utilizing Microsoft Excel and the service of referenceUSA.com and sba.gov.
  • Supply office assistance as necessary, whether it be filing, data entry, answering phone calls, following up with vendors, etc.
20122013

Graphic Designer/Office Assistant

World Fresh Market/Superior Property Management
  • Designing weekly grocery store flyer and newspaper advertisement for Pueblo      Supermarkets with Adobe InDesign, Photoshop & Illustrator CS6.
  • Communicating with co-workers in the US Virgin Islands via email & phone to discuss flyer/ad information.
  • Writing checks, entering checks written, balancing bank statements for multiple multi-million dollar bank accounts in Quickbooks.
  • Filing, answering phones, taking messages and any other administrative duties as needed.
  • Data entry of monthly bills & expenses paid for multiple companies over various Excel spreadsheets.
  • Training of 10+ employees in my current position at that current time.
20102012

Administrative Assistant

Duane Thomas Marine Construction
  • Answering phones/taking messages/checking messages.
  • Talking to customers/vendors/prospective leads over the phone as well as managing calendar & appointments for construction salesmen & owner, including meetings with potential clients, vendors, sub contractors, etc.
  • Communicating with customers/vendors/prospective leads via e-mail & fax.
  • Making new customer files/Filing/General administrative & clerical duties.
  • Writing/composing various marine construction permits.
  • Writing/composing construction proposals for customers/leads.
  • 1+ month in-depth training of new employee to overtake my position.