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Professional and knowledgeable Marketing Assistant eager to contribute to company and team success through hard work, attention to detail and excellent organizational and communication skills.
Offering over 4 years of experience assisting in managing company reputation with agents as well as clients.
Highly efficient and accurate with communication as well as writing proficiency .
Recognized for exemplary time management, organization, prioritization and work ethic.
Extremely motivated with an eagerness to learn and grow by continuing education through courses offered by LOMA to achieve an ALMI designation (1 of 5 courses completed thus far).
- Recognized by management as being an asset to First Trinity Financial Corp by remaining steadfast in conscientious of responsibilities and dedication of duties, willingness to learn, prompt in work scheduling and time utilization as well as professionalism.
- Earned first of five certifications an Associate Life Management Institute (ALMI) designation.
- Recognized by agents for expedient and effective service.
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Multiple duties but not limited to the following:
- Directing incoming calls to internal personnel and departments, routing to best-qualified department.
- Supporting various administrative duties by proofreading, transcribing and invoicing.
- Corresponding pleasantly and promptly with agents through email, telephone or postal mail.
- Receiving and routing business correspondence to correct departments and staff members.
- Keeping reception area clean and neat to give visitors positive first impression.
- Collecting, sorting, and distributing sent mail and packages to agents and policyholders.
- Managing office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Overseeing inventory activities, including materials monitoring, ordering or requisition for agents.
- Providing agents support with product and website guide, product quotes, risk assessments, etc.
- Assisting with contracting agents, entering new agents into Microfocus, creating confirmation emails and welcome letters for new agents.
- Completing reviews for death claims for the underwriters' assessment.
- Managing agent supplies including fulfilling supply orders in a sufficient and timely manner, keeping record of supplies sent as well as ensuring agent satisfaction.
- Directing incoming calls to internal personnel and departments, routing to best-qualified department.
- Corresponding pleasantly and promptly with agents through email, telephone or postal mail.
- Keeping reception area clean and neat to give visitors positive first impression.
- Collecting, sorting, and distributing sent mail and packages to agents and policyholders.
- Assisted with office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
- Assisted with providing agents support with product and website guide.
- Assisted with agent supplies including fulfilling supply orders in a sufficient and timely manner, keeping record of supplies sent as well as ensuring agent satisfaction.
- Assessed student assignments to check quality and completeness before submission for grading.
- Supported instructor with test administration, curriculum development and assignment grading.
- Oversaw students in classroom and common areas to monitor, enforce rules and support lead teacher.
- Created lesson materials, visuals and digital presentations to supplement lesson plans.
- Reviewed lesson material with students individually or in small groups.
- Assisted healthcare worker with home welfare checks to align with state and program guidelines.
- Organized activities for birth parents and in-home support counselors.
- Transported children and families to offices for supervised visitation.
- Supervised and documented visitation between families and children.
- Answering phone calls specific to the child welfare department regarding parental rights, court dates, visitation dates, etc.
Northeastern State University - Tahlequah, OK
-With an academic minor degree in English, I thoroughly enjoy using my writing skills to assist in editing and offering critiques in company letters and important documents. I was also given the opportunity in creating the company's annual shareholder letter for the year 2019.
-Successfully completed course one of five for the LOMA "ALMI" designation certificate with plans of completing the second course in spring 2021.
-Anxious to continue obtaining and building knowledge in the department of underwriting as this is an area I would like to pursue to further strengthen my career in the life insurance industry.
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School Attended
- Northeastern State University
Job Titles Held:
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- Marketing Assistant
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Degrees
- Bachelor of Science
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