Alexis D. Email and Phone Number
With a ackground in operations, marketing, and customer service across diverse industries, demonstrating exceptional adaptability. A certified Salesforce Associate with over 9 years of hands-on experience, including 6 years as a Salesforce Administrator and 3 years in training and mentoring users. Strong organizational abilities demonstrated through successful management of complex projects, from social media creation and coordination to event planning, combined with strong leadership abilities in team management, employee coaching, and new hire mentoring.Advisory services offered by Pensionmark Financial Group, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. Pensionmark Financial Group, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
Pensionmarkmeridien
View- Website:
- meridienonline.com
- Employees:
- 8
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Operations And Marketing CoordinatorPensionmarkmeridien Sep 2018 - PresentProvidence, Rhode Island AreaServe as primary touch point as system administrator for the Salesforce environment for users. Handling all administrative Salesforce functions. Training of new users on Salesforce. Act as needed, as the liaison between our users and the development team. Coordination of different social media platforms and information, Design and Post Social Media Content and branded items. Schedule and get Compliance approval for content planning. Assists Human Resources with interns/new employees on-boarding and other tasks as needed, Assist in creating new accounts for incoming clients and updating information for our current clients. -
Operations Team LeadMercer Mar 2018 - Sep 2018Norwood, MaCoached Employees for best practice polices and to reach service Levelagreements. Monitored KPI and coached accordingly. Tracked, identify and provide additional training to Benefit counselors. Conducted research to provide solutions to inquires and problems. And coordinated employee workload to ensure Proper staffing -
Resolution SpecialistMercer Jul 2016 - Mar 2018Norwood, MaResearched and found resolutions to complex client issues. Trained/Mentored large group New Benefit counselors to pass licensing. Licensed to work with Medicare/Medicaid retirees- to assist them with enrollment and questions around coverage and elections. Worked side by side with All levels of management to give and set up client and prospect client presentations. -
Senior Benefits ConsultantMercer Jul 2015 - Sep 2016Norwood, MaConsulted on employee benefit issues; Including Life Insurance, Health, Dental/Vision, STD, Payroll, Vacation, etc. Educated employees on core and voluntary benefits. Resolved a wide range of issues with payroll, benefits and event website support. Coordinated with Human Resources and insurance carriers for best outcomes in a efficient professional manner. -
RealtorColdwell Banker Residential Brokerage Mar 2014 - Dec 2014 -
Personal Lines Underwriter AssistantThe Alpha Group Inc Jun 2008 - May 2009Canton, MaIssue inspection. non-renewal’s and cancellations letters, key in premiums, verified policy information and update policy with changes, assisted in audits. And in free time assisted with billing inquires changes and payments in free time.*Moved from the Customer Service Rep Position to this one after 3 months. -
Hr Assistant/Account RecievableThe Alpha Group Inc Aug 2007 - Jun 2008Attleboro, MaIssue inspection, non-renewal’s and cancellations, key in premiums, verified policy information and update policy with changes, assisted in audits. And in free time assisted with billing inquires changes and payments in free time. -
Office Manager / Psy AideNfi Massachusetts Inc Apr 2005 - Nov 2006Fitchburg, MaIn charge of accounts payable, petty cash, resident financial accounts and payroll. Completed, maintained and filed state and company reports. Assisted in the hiring process and handled HR questions, problems and paperwork. Bought equipment and supplies and maintained a company schedules.● Created and facilitated a therapeutic group
Frequently Asked Questions about Alexis D.
What company does Alexis D. work for?
Alexis D. works for Pensionmarkmeridien
What is Alexis D.'s role at the current company?
Alexis D.'s current role is Operations, Marketing and Salesforce.
Who are Alexis D.'s colleagues?
Alexis D.'s colleagues are David Radoccia, Susy Peddle, Andrew Balasco, Christopher Barrett,.
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1kelleher-international.com
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Lexi D
Creator Manager @ Levanta | Influencer Outreach | Influencer Marketing | Partnerships Manager | Brand Partnerships | Account ManagementFort Lauderdale, Fl1insightglobal.net
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