Allison Kramer, Ms, Chfc® Email and Phone Number
Allison Kramer, Ms, Chfc® work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
Allison Kramer, Ms, Chfc® personal email
Allison Kramer, Ms, Chfc® phone numbers
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
Seaside Wealth Advisors
View- Website:
- seasidewealthadvisors.com
- Employees:
- 3
-
Chief Operations Officer And Chief Compliance OfficerSeaside Wealth AdvisorsPlano, Tx, Us
-
Chief Operations OfficerSeaside Wealth Advisors Feb 2024 - PresentWilmington, North Carolina, United States
-
Director Of Operations And Client Services (Jenkins Financial)Northwestern Mutual Oct 2022 - Dec 2023Mechanicsburg, Pa -
Director Of Operations (Jenkins Financial)Northwestern Mutual Dec 2019 - Oct 2022Mechanicsburg, PaAs 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 DivisionSelect Medical Oct 2017 - Nov 2019Mechanicsburg, Pennsylvania-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 DivisionSelect Medical Jun 2017 - Oct 2017· 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 AnalystAmn Healthcare Nov 2015 - Dec 2016Dallas/Fort Worth Area· 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® Skills
Allison Kramer, Ms, Chfc® Education Details
-
Administration -
Bachelor Of Science (B.S.)
Frequently Asked Questions about Allison Kramer, Ms, Chfc®
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 the current company?
Allison Kramer, Ms, Chfc®'s current role is Chief Operations Officer and Chief Compliance Officer.
What is Allison Kramer, Ms, Chfc®'s email address?
Allison Kramer, Ms, Chfc®'s email address is ak****@****orp.com
What is Allison Kramer, Ms, Chfc®'s direct phone number?
Allison Kramer, Ms, Chfc®'s direct phone number is +125272*****
What schools did Allison Kramer, Ms, Chfc® attend?
Allison Kramer, Ms, Chfc® attended The University Of Texas At Arlington, University Of North Carolina Wilmington, The American College Of Financial Services.
What skills is Allison Kramer, Ms, Chfc® known for?
Allison Kramer, Ms, Chfc® has skills like Time Management, Powerpoint, Critical Thinking, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Goal Oriented, Customer Service, Organization, Leadership, Research.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial