Beth Peltier Email & Phone Number

Marketing Creative Services

• Worked collaboratively and productively with multiple clients within our in-house agency to develop award-winning marketing materials and campaigns.
• Chosen as key leader of company initiative to incorporate a new brand look and feel to all collateral that increased market recognition and helped earn department the title of “Department of the Year.”
• Led a cross-functional project team, including an external production company, creating a recruiting video that is currently being… Show more Worked collaboratively and productively with multiple clients within our.
• Led a cross-functional project team, including an external production company, creating a recruiting video that is currently being displayed on youtube.com and on the company website.
• Coordinated signage and advertising for nationally televised Senior PGA event, the Allianz Championship, elevating company awareness through sponsorship.
• Served as the project leader with Meeting and Event Services for the top three major annual corporate events; FMO Meeting, Elite Producer Conference, and National Sales Conference, developing meeting themes and.

Corporate Marketing And Communications

• Led projects from strategic concept through implementation, with responsibility for establishing timelines, leading creative presentations, ensuring projects were on brand, documenting all meetings, and keeping all.
• Owned the process and management of all trade-ad placements across all product lines. Worked with an outside media placement agency, created the jobs and Purchase Order Requisitions, and managed submission of artwork.
• Owned the process and management of all trade-ad placements across all product lines. Worked with an outside media placement agency, created the jobs and Purchase Order Requisitions, and managed submission of artwork.
• Provided project management for campaign and product launches and marketing promotions helping to drive increased sales and financial professional satisfaction. Show less

Corporate Marketing And Communications

• Scheduled and monitored workload of all Marketing requests daily while being aware of the priorities and keeping those on the fast track. Reprioritized jobs and adjusted schedules for writers and designers to keep.
• Documented all processes and procedures for the traffic coordinator position, ensuring standard operating procedures were in place for future training and development use.
• Promoted to Marketing Communications Specialist

Operations

• Responsible for making all types of policy changes and some tax reporting for annuity contracts.
• Promoted to senior representative after only six months.
• Selected to develop processes and procedures for Allianz Life Insurance Company of New York business, ensuring compliance and mitigating liability issues with the state.
• Chosen to learn and write procedures for the entire complex policy administration system and delivered ongoing training to all end users at corporate… Show more Responsible for making all types of policy changes and.
• Chosen to learn and write procedures for the entire complex policy administration system and delivered ongoing training to all end users at corporate headquarters, ensuring 100 percent.accuracy and compliance.
• Saved the company considerable time and money when selected as one of two people from a department of 25 for a special project team, helping all departments eliminate errors arising from incomplete applications while.

Operations

• Accurately and efficiently processed all tasks associated with premium and policy changes for life insurance and annuity contracts.
• Chosen to do an extended rotation on the customer service phone team, after being with the company for only five months, which required extensive product knowledge and superior interpersonal skills.
• Promoted to the Annuity Team after four month rotation was complete.