Annette Alvarez, Mba Email & Phone Number

Parker, CO

Imagine the money your organization could save by hiring right, the first time! We believe that companies thrive on great ideas from great people, and our people-first approach makes FirstIdea the choice for organizations who want to find, and keep, the best-fit person for every role. Tailoring our research-based methodology to each company’s unique.

Parker, CO

• Prepared operating plans and budgets, managed cash flow, calculated and monitored balance sheet ratios.
• Selected and bought merchandise. Managed stock levels and made key decisions about stock control, analyzed sales figures and trends, forecasted future sales volumes to maximize profits.
• Recruited, interviewed, hired and trained personnel. Conducted appraisals and performance reviews, ensuring standards for quality and customer service.
• Planned and directed advertising, organized special promotions and displays. Shopped the competition ensuring best prices for customers.

Parker, CO

• Performed customer service duties, processed customer files and requests, followed up on underwriting requests to keep the office efficiently running smoothly and customers satisfied.
• Offered quotes to prospective clients in an efficient way to generate sales.

• Implemented the first Spanish customer service call center for Nextel. Implemented processes for several departments for Spanish speaking customers.
• Coached and developed customer care representatives to guarantee employee as well as customer satisfaction.
• Ensured ACD performance objectives were met with a focus on quality and “one-call” resolution, and customer responsiveness was accurate and timely.
• Served as POC on customer-escalated issues with other departments ensuring customer follow through and resolution.

• Responsible for the transition period of retirement plans from previous record keeper to GWL&A’s system, to include implementation of guidelines and reconciliation of assets and loans.
• Build a good relationship with external clients for a better transition of plans.
• Analyzed financial data as well as IRS guidelines and regulations about retirement plans prior to conversion period.
• Gave accurate information to participants with inquiries including investment options, distributions and loan status, contribution and distribution options.
• Handled plan’s problems by analyzing and being a liaison between departments for plan administrators for a better relationship between the company and clients.

Diversity And Inclusion Management Certificate

Doctorate In Management

Mba, Marketing/Management

Bachelors Of Science In Business Administration, Marketing