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Technology Champion & Licensing Coordinator Resume Example

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TECHNOLOGY CHAMPION & LICENSING COORDINATOR
Summary

I am a talented individual and team leader offering 9 years of success in fast paced environments. As a detail oriented strategic thinker with high organization skills, I aim to create processes that allow for creative and efficient results to goals. I am committed to identifying and leveraging opportunities for growth for my self, my peers, and the company.

Skills

Project Management, Office Management, Employee Development, Customer Service, Content Creation, Communication Skills, Detail Oriented, Adobe Creative Suite, Microsoft Office, Network & Computer Support, Computer Maintenance, Windows OS, Mac OS, Google Suite.

Experience
Technology Champion & Licensing Coordinator
Meridian, IDMassMutual Idaho/Jul 2017 to Current
  • Technology Champion (7/2017-Present): The Technology Champion Role is a combination of two company roles: Agency Technology Specialist and Practice Development Specialist. Primary responsibilities are to implement and manage the use of technology throughout the Core or Detached agency and represent the GA on all system access issues; oversee setup, roll-out, maintenance and oversight of Home Office and agency specific technology requirements, practices and equipment. Tasks include:
    - On-board new Advisors/Brokers and off-board exiting Advisors/Brokers per Agency and Corporate Guidelines, including required device configuration, encryption, maintenance, printer/copier access, and phone system access.
    - Create, modify, or terminate system access and email accounts.
    - Provide Desktop Support to all Core, Detached, or Brokerage Advisors and conduct scheduled System Training
    - Complete and maintain hardware, software, and configured devices inventories.
    - Schedule and perform training for Advisors on company sponsored Advisor websites, Social Media Profiles and compliant content, and company systems
    - Establish firm goals and create action planning, training, and reporting for integration of the Client Relationship Management, Cloud Document Storage, and Conferencing systems.
    - Maintain updates and content enhancements for the Agency Website and assist with social media content and engagement.
  • Agency Licensing Coordinator (10/2018-Present): work with Management and Recruiting Officers to send applicants contracting prerequisites and applications, process background checks, submit applications to the corporate office, and ensure all official and confidential paperwork is kept restricted and filed per company standards. Assist advisors with obtaining additional licenses, certificates, and education required for sales.
Executive Assistant, Office Manager, Case Manager
Eagle, IDSellin Advisor Group/Mar 2016 to Jul 2017
  • Executive Assistant (3/2016-Present): organize calendars, conference calls, correspondences, secure travel plans and arrangements; track status on owners personal Life Insurance and Securities business, assist in creating materials used in the sale of a Life Insurance & Securities Business; Additional responsibilities included:
    - Website Management: Worked directly with a Web Designer to create a new look and feel for the company website, insure that all content updates are made as necessary.
    - Branding & Brand Management: Worked with a Graphic Designer to create a whole new brand for the company, which included a new logo, business cards, brochure, and marketing packet; created new materials, documents, and email layouts to help clients enhance business productivity.
    - Marketing Blasts & Materials: Facilitated the designing and content creation for important information being blasted to all clients via email and social media accounts.
  • Office Manager (1/2017-7/2017): Maintaining client relationships with continual communication, case follow up; maintain the office by ensuring a clean and orderly work space, filtering and distributing office mail, completing supply orders, and ordering routine building maintenance; maintain employee scheduling, time tracking, and approval of vacation/sick time.
  • Case Manager (1/2017-7/2017): Process Life Insurance applications by ensuring proper completion of the application and submitting to Insurance Carriers; keep detailed case status; communicate with Life Insurance agents on case status; Process and delivering the policy to the writing agent, and insuring the policy is active with the carrier.
Shift Manager, Bartender/Waitress, Hostess
Nampa, IdahoSmokey Mountain Pizza/Mar 2011 to Jun 2016
  • Shift Manager (3/2013-6/2016): Guide employees through the shift, coach employees process and procedures to be taking full advantage of their abilities; communicate with customers and address possible issues; extensive knowledge of all menu items, computer system, and specials/ discounts; assist in hiring new employees and training; manage employee schedules and reservation details; product orders, inventory counts and calculate daily sales and labor percentages.
  • Bartender/Waitress (6/2012-7/2016): Greet and seat customers, provide drinks of choice and food desired in a timely manner, handle payments with discretion, keep the restaurant clean and presentable at all times, train new employees.
  • Hostess (3/2011-5/2012): Greet and seat customers, clean dirty tables and help keep the restaurant clean at all times.
Education and Training
Bachelor of Arts: Applied StudiesNorthwest Nazarene UniversitySep 2015Nampa, ID

Bachelors Degree in Applied Studies with an Emphasis in Art and Business. The Art emphasis is focused on Graphic Design, while the Business emphasis has a Marketing concentration.
- Marketing Plan: Wrote a marketing plan for a local printing and copying business. The marketing plan started as a class project, but was given to the company for use and implementation as desired.
- Google Online Marketing Challenge: As a course project, work with a local hair salon to get needed information about the company in order to successfully create search engine adds using Google AdWords.

Certifications

Licensed Life, Health and Accident Insurance Agent by Idaho Department of Insurance

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Resume Overview

Companies Worked For:

  • MassMutual Idaho
  • Sellin Advisor Group
  • Smokey Mountain Pizza

School Attended

  • Northwest Nazarene University

Job Titles Held:

  • Technology Champion & Licensing Coordinator
  • Executive Assistant, Office Manager, Case Manager
  • Shift Manager, Bartender/Waitress, Hostess

Degrees

  • Bachelor of Arts : Applied Studies