Brandy Willis Email & Phone Number

Round Rock, Tx, Us

Austin, Tx, Us

Cedar Park, Texas, United States

Cedar Park, Texas, United States

Austin, Texas

-Manage all home construction projects from beginning to end.-Perform professional email and calendar management.-Reconciliation of all the CEO’s personal and business files, going paperless if possible. -Manage finances via QuickBooks of the CEO’s multiple trust accounts.-Reconcile the monthly American Express statements in conjunction with the Accounting department. -Book and manage domestic and international travel in conjunction with the other Noble Partners or other travelers when needed, both personal and professional. Book and manage his children’s travel as well.-Handle extremely confidential family matters when necessary. -Manage any legal proceedings with the legal team, personal or professional, as well as attend depositions, arbitration, and court hearings.-Managed CEO’s VIP client relationships and arrange for meetings/dinners/retreats when necessary, keeping the spreadsheet up to date. -Maintain all personal expenses for the CEO’s Homestead. -File annual Agricultural exemption for Beekeeping and manage the upkeep of the bee hives.-Manage the CEO’s online presence via LinkedIn and professional Facebook pages. -Create documents/spreadsheets when requested, including term sheets for strategic partnerships-Order all office supplies via Amazon or Instacart and set-up and maintain new vendor accounts when needed for office supplies/services.-Update the phone list and send out to the staff as needed for new hires and terminations. -Set-up weekly/monthly ongoing business and financial meetings with all Noble Partners. -Update and manage spreadsheet with all of the CEO’s personal and professional logins.-Create term sheets for strategic partnerships-Assist with the move of the entire office twice, including moving vendors, change of address, and the physical move itself.-Manage property management service including key and access card distribution/management, maintenance requests, etc.-Zoom expert for the entire office.

· Provides an in-depth assistance and support to the administrative, marketing and case development of existing clients as well as qualified prospects, in the insurance and financial industry.· Maintain Agent’s calendar including: Initial mailings, email confirmations, initial phone contact for appointments, and email follow-ups for all appointments.· Maintains discretion when working with sensitive and confidential information.· Case Development: Performance tracking, analysis and reporting of business.· Maintains current physical client and new client files per compliance requirements. Prepare agent for annual supervisory compliance interview (audit).· Successfully assessed all client files and completed Compliance authorized purge.· Process applications for Life Insurance, Long Term Care, Investment products and others.· Maintain list of potential prospects and activity using Excel and Rightbridge· Track open cases to completion and follow up as needed with Underwriting department and/or clients.· Prepare weekly and monthly reports.· Maintains office accounting using Quickbooks.· Coordinate closely with Nautilus and their members on more complex cases.· Marketing assistance: leverage existing marketing materials and social media to develop marketing initiatives and produce customized solutions for clients, prospects and strategic partners with the goal of increasing sales/production. Assist with mailings and seminars.· Coordinate and prepare for Client Review meetings, as well as providing input and assisting in the facilitation of quarterly client reviews and formal client presentations.· Continually increases my knowledge of products and services via NYLIC University CBTs, eMoney University, and other books/seminars as recommended by principal Advisor.

Austin, Texas Area

• Direct support to the Vice Presidents as a key liaison for strategic relationship management in all aspects –adept at anticipating their future needs.• Demonstrated the ability to manage complex and frequently changing travel arrangements (domestic and international) and calendar management over all time zones.• Adapt at creating and maintaining email management systems, allowing for the executive’s time to be maximized, addressing priorities first and foremost.• Maintained the utmost discretion when working with sensitive and confidential information.• Established and executed entire process for VP relocation across state lines.• Successfully managed all expenses with Concur Solutions and American Express online accounts for all expenses and mileage reports.• Effectively controlled office expenses through negotiations with vendors, reducing costs by 30%.• Assisted in candidate selection and new hire onboarding, increasing the Sales team threefold.• Order and tracking of all new hire equipment, American Express cards, and desk location, etc.• Developed and maintained professional rapport with international distributors and resellers while appropriately directing new business opportunities to the related Account Mangers.• Maintained invoice and purchase order database, ensuring payment was made in a timely manner.• Routinely assessed the team’s goals and initiated team building activities, ensuring positive team morale. • Proficient in Mac systems and software, Google drive/apps, Dropbox, and Microsoft Office Suite, with a drive to constantly hone my Windows based knowledge and skills.• Well-rounded skill set with video conferencing systems: Lifesize, UberConference, Google hangouts, and WebEx.• Experienced with Salesforce, UPS and FedEx online systems, and time mapping/blocking for appropriate use of time management

Provided pharmaceutical care and pharmacy services related to prescription and patient data entry, assembling, affixing labels, and bagging of completed prescriptions. As the Medicare Specialist, I gained thorough information on claims and processing of many third-party payers, most notably Medicare.I worked extensively with our diabetic population making sure their diabetic needs were met by giving them all applicable diabetic product information, answering any questions they may have about their disease state (referring them to the Pharmacist if needed), and instructing how to use the products and services offered by the manufactures of their supplies to their benefit.

Remote

• Direct support to Regional Marketing Manager – mail processing, phone management, correspondence, personal and professional calendar management, filing, and video meeting coordination.• Demonstrated capacity to provide comprehensive support including scheduling meetings, coordinating domestic travel, shipping all company branded promotional items and swag to events location, and effectively managing all essential tasks.• Adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, and improve accuracy and efficiency.• A proven history of managing multiple projects simultaneously including planning large scale events for Math and Science administrators and educators to improve teaching through handheld technology.• Prepared fiscal finance reports for CFO review.• Tracked discretionary and technology funds while maintaining mileage reports on a TI proprietary program.

Criminal Justice/Law Enforcement Administration, Gpa 3.5

Bachelor Of Business Administration (B.B.A.), Health/Health Care Administration/Management