Executive Assistant Resume

Experience

Levy & Levy Financial Planning   San Diego, CA   02/2008 – Current
Executive Administrative Assistant

  • Managed Life Insurance office and provided Administrative support for two Financial Planners
  • Performed Executive level Administrative duties: answering phones, screening incoming calls, faxing, scanning, copying, multiple calendars, Federal Express (orders and tracking) and mailing, maintained inventory and ordered all office supplies and equipment
  • Managed high volume email and telephone correspondence with high-net-worth clients, Insurance companies, General Agency and Life Insurance Underwriters
  • Managed documents, created spreadsheets and generated weekly reports in Word and Excel for owner of company
  • Provided high level of customer service/follow up to clients for their pending and in force Life Insurance policies or Annuity maintenance via telephone and email
  • Established and maintained files with sensitive client data and private financial documents
  • Ran illustrations for proposed Life Insurance applicants
  • Assisted clients with forms and obtained policy updates/Customer Service
  • Submitted new Life Insurance cases and stayed in close contact with General Agent to ensure all requirements were made available to the Underwriter and monitored pending cases through to completion
  • Monitored and ensured successful international wire transfers between clients and Investment or Insurance companies
  • Arranged National and International travel for two Executives
  • Maintained multiple calendars and appointment schedules

Metropolitan Life   Troy MI   08/2004 – 10/2006
Senior Administrative Assistant

  • Managed Insurance/Financial Planning office and provided Administrative support for multiple Senior Financial Planners
  • High volume case management. Submitted and assembled Securities, Annuity and Life Insurance cases to Back Office or Underwriting departments
  • Monitored case load daily, to ensure accuracy of details and insure correct details upon completion/issue of policy or contract
  • Managed case status to ensure all requirements for Life Insurance, Annuity and Securities business were satisfied and all information correct
  • Provided high level of customer service, policy/contract maintenance via telephone and email, assisted clients with forms and obtained policy updates
  • Managed high volumes of emails and telephone correspondence with clients, Insurance companies, Underwriters and Broker-Dealer
  • Managed documents, created spreadsheets and generated weekly reports for case and commission status in Word and Excel
  • Preparation of all reports for weekly staff meetings, including case updates, commission tracking and meeting minutes
  • Maintained calendars for multiple Financial Advisors
  • Answered and screened incoming calls, copying, typing correspondence, sorting and distributing mail, established and maintained files with sensitive client data.

Trader Publishing/Auto Trader   San Diego, CA   09/1999 – 02/2006
Customer Service Lead/Supervisor

  • Supervised up to 23 employees in Call Center environment
  • Created and maintained weekly employee schedules
  • Responsible for six-month and annual employee reviews, scheduling, and maintained day to day operations of department/departments
  • Monitored and coached employees with incoming and outgoing call quality
  • Planned and executed Ad-Renewal Department employee incentives
  • Resolved elevated/Management level Customer complaint calls
  • Screened job applicants for three different departments
  • Organized and hosted or co-hosted group interviews
  • Offered employment to qualified applicants
  • Developed and creation of training manuals for Customer Care Team and procedure manual for new back office automation platform
  • Trained new employees with company policies/procedures, how to take live phone calls and handle client requests/customer service, how to use the company specific main frame computer system and multi line phone systems
  • Generated weekly Supervisory reports for the corporate office
  • Cross functional Supervisor during departmental vacancies
  • Added employees to Audix phone system, and set up and maintained voice mail system for Customer Service team
  • Board member of Safety Committee, represented all three departments of Customer Service at monthly meetings, upheld and maintained safety rules and regulations in Customer Service Departments

Education

Business & General Education, Grossmont Junior College, San Diego, CA