Alandra Bain Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts

• Coordinated domestic and international travel logistics and processed expense reports for team members in CONCUR
• Prepared meeting materials for prospect, consultant, and internal meetings; compiled and formatted monthly AUM reports; prepared conference materials and prep notes
• Maintained and updated contacts, meetings notes, and calendar entries in Salesforce, as well as pulled marketing contact lists from the CRM platform
• Served as primary backup for my manager, an Executive Assistant, for four months during maternity leave; compiled meeting notes for team meetings; responsible for all aspects of calendar management for the Director of.
• Distributed quarterly consultant updates and Acadian white paper pieces through the firm’s marketing platform, ACT-ON
• Managed internal meeting requests for Directors, using tact and discretion to prioritize meeting requests

Greater Boston Area

• Assisted with calendar management for two Partners in Microsoft Outlook
• Edited and polished PowerPoint presentations for meetings with the CEO
• Assisted Partners of Company with incoming new business applications and processes for individuals looking to purchase auto and home insurance
• Improved office efficiency by running daily activity reports to keep new and current business running smoothly
• Oversaw daily operations on Applied Epic software including updating client’s information and processing new business/renewal policies into the agency’s system
• Responsible for allocating new business and renewal commissions for the agents

Greater Boston Area

• Addressed and researched clients’ questions and administration issues from MetLife sales force, producers, brokers, agents or prospect contacts
• Facilitated resolution of their inquiries and issues typically via phone calls, correspondence or emails
• Developed, reviewed, organized, and distributed marketing materials to facilitate effective competitive positioning of product line supported
• Worked with a team of CSR taking inbound calls to improve client relationship with the firm, generating $4 million in GDC (sales)