Allison Kramer, Ms, Chfc® Email & Phone Number
@seasidewealthadvisors.com
2 phones found area 252 and 717
LinkedIn matched
Who is Allison Kramer, Ms, Chfc®? Overview
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Allison Kramer, Ms, Chfc® is listed as Chief Operations Officer and Chief Compliance Officer at Seaside Wealth Advisors, a with 3 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at seasidewealthadvisors.com, phone signal with area code 252, 717, and a matched LinkedIn profile for Allison Kramer, Ms, Chfc®.
Allison Kramer, Ms, Chfc® previously worked as Chief Operations Officer at Seaside Wealth Advisors and Director of Operations and Client Services (Jenkins Financial) at Northwestern Mutual. Allison Kramer, Ms, Chfc® holds Master Of Science - Ms, Administration from The University Of Texas At Arlington.
Email format at Seaside Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Allison Kramer, Ms, Chfc®. Compare company email patterns before reaching out.
About Allison Kramer, Ms, Chfc®
Experienced Director Of Operations with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Multi-tasking, Critical Thinking, Life Insurance, and Creative Problem Solving. Strong operations background with a Master of Science - focused in Administration from The University of Texas at Arlington. Current holds the following licenses: PA Life insurance, SIE, Series 7, Series 63, and TX Public Notary
Listed skills include Time Management, Powerpoint, Critical Thinking, Microsoft Word, and 24 others.
Allison Kramer, Ms, Chfc®'s current company
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Allison Kramer, Ms, Chfc® work experience
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Chief Operations Officer
Current
Director Of Operations And Client Services (Jenkins Financial)
Director Of Operations (Jenkins Financial)
As the Director of Operations I am responsible for overseeing the overall flow of business and assignment of tasks. I provide support for all meeting preparations as well as manage the teams marketing efforts. I am the point of contact for all insurance & investment related servicing requests. In additional to above I assist the team with the overflow of investment account opening, insurance underwriting, administer payroll, run monthly reports, manage the company vendors, plan quarterly client event, schedule team events/volunteer opportunities, and manage the Advisors calendars.
Hr Coordinator, Outpatient Division
-Ensures compliance with all established company policies and procedures -Provides administrative human resources support for the Outpatient Division. Support services include, but are not limited to: personnel file maintenance, licensure tracking and maintenance, benefit, compensation, and payroll administration, corporate compliance, workers’ compensation, payroll tax, employee relations/investigations support, and policy and procedure interpretation -Prepares new hire packets& Ensures accurate and timely completion of the new hire paperwork -Facilitates in the processing of terminations, salary increases, status changes, as well as providing next steps in unemployment claims & leaves of absence requests -Supports and consults with Human Resources Manager or Regional Human Resources Director regarding employee inquiries, investigations, and organizational effectiveness -Compiles information and materials that may involve extensive research and include highly confidential and sensitive information as requested including the coordination and distribution of financial reports -Implements and communicates new or updated processes or policies to the field -Maintains accurate, complete, and organized records, reports, files, and other documentation including tracking, organizing, and auditing this information in a timely manner .
Onboarding Specialist, Outpatient Division
· Consistently looks for process improvements and greater efficiencies. · Ensures the onboarding process meets all requirements and adheres to all employment laws. · Provides prompt customer services to internal contacts, as well as candidates, to ensure an outstanding onboarding experience. This includes, but is not limited to, answering telephone calls and emails from candidates, teammates, and managers regarding new hire processes, paperwork requirements, and background checks; answering questions related to onboarding policies and establishes and maintains positive working relationships with management and internal and external customers.· Identifies potential onboarding issues or concerns; researches, provides clarification, and facilitates problem resolution.· Notifies management and/or departments regarding onboarding process issues; collaborates and advises as appropriate and escalates non-compliance issues and concerns.· Serves as liaison between Select and third-party vendors regarding background clearance processes, drug testing, and E-Verify; coordinates requests, answers questions, monitors and receives results
Credentialing Analyst
· Acquired and maintained relevant compliance documentation for the assigned Healthcare Provider candidates on assignment with client facilities by partnering with internal sales and clinical teams, while reinforcing Joint Commission, federal, state and AMN mandates in order to achieve compliance for on-time start date.· Review healthcare providers’ submitted requirements including licensure, certifications, screens, and medical education to determine HP document status versus requirements needed for specific assignment in order to pursue outstanding requirements.· Maintain up-to-date facility database including updated contact information, new requirements and client correspondence by following up regularly with clients in order to optimize service coverage and prevent gaps in service delivery.· Communicate timely and create urgency with Healthcare Providers via email and phone, to encourage timely and accurate document submission by establishing target dates and monitoring document submission progress in order to deliver comprehensive documentation to the client facility for an on-time assignment start date.· Coordinate with 3rd party vendors to determine appropriate dates, times and locations for HP candidates to complete necessary compliance steps including drug screens, background checks, immunizations, etc.
Allison Kramer, Ms, Chfc® education
Master Of Science - Ms, Administration
Bachelor Of Science (B.S.)
Education record
Frequently asked questions about Allison Kramer, Ms, Chfc®
Quick answers generated from the profile data available on this page.
What company does Allison Kramer, Ms, Chfc® work for?
Allison Kramer, Ms, Chfc® works for Seaside Wealth Advisors.
What is Allison Kramer, Ms, Chfc®'s role at Seaside Wealth Advisors?
Allison Kramer, Ms, Chfc® is listed as Chief Operations Officer and Chief Compliance Officer at Seaside Wealth Advisors.
What is Allison Kramer, Ms, Chfc®'s email address?
AeroLeads has found 1 work email signal at @seasidewealthadvisors.com for Allison Kramer, Ms, Chfc® at Seaside Wealth Advisors.
What is Allison Kramer, Ms, Chfc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 252, 717 for Allison Kramer, Ms, Chfc® at Seaside Wealth Advisors.
Where is Allison Kramer, Ms, Chfc® based?
Allison Kramer, Ms, Chfc® is based in Plano, Texas, United States while working with Seaside Wealth Advisors.
What companies has Allison Kramer, Ms, Chfc® worked for?
Allison Kramer, Ms, Chfc® has worked for Seaside Wealth Advisors, Northwestern Mutual, Select Medical, and Amn Healthcare.
How can I contact Allison Kramer, Ms, Chfc®?
You can use AeroLeads to view verified contact signals for Allison Kramer, Ms, Chfc® at Seaside Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Allison Kramer, Ms, Chfc® attend?
Allison Kramer, Ms, Chfc® holds Master Of Science - Ms, Administration from The University Of Texas At Arlington.
What skills is Allison Kramer, Ms, Chfc® known for?
Allison Kramer, Ms, Chfc® is listed with skills including Time Management, Powerpoint, Critical Thinking, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, and Goal Oriented.
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