Bree Marshall Email & Phone Number

Phoenix, Arizona, United States

• Oversee and ensure that all communications, public relations and marketing strategy plans are implemented.
• Provide direct supervision of subordinate team members including Communications Specialist and Civic Engagement Specialist
• Approve the development of new content, update, create new pages and maintain website.
• Assist with negotiations for space bids, contracts and book event space under supervision, arrange food and beverage, order supplies and audiovisual equipment,, order event signs, and ensure appropriate décor (florals.
• Propose new ideas to improve the event implementation process.
• Serve as liaison with vendors for signature event-related matters.

Phoenix, AZ

• Assist with negotiations for space bids, contracts and book event space under supervision,arrange food and beverage, order supplies and audiovisual equipment, make travelarrangements, order event signs, and ensure.
• Aggressively gather information on each project to achieve quality event productions.
• Conduct research, make site visits, create budget and find resources to assist staff in makingfinal decisions about event possibilities.
• Serve as liaison with vendors on event-related matters.
• Assist with managing on-site production and clean up for events as necessary including trainingand managing all volunteers.
• Create standard procedures for each event and hold event after action meetings and create anevent report as part of event close-out.

Phoenix, AZ

• I provide intake services for customers who are in need of services such as: workforce, housing, clothing, educational, transportation, food, and other community services based on needs. I am an advocate to customers.
• Created a service request form to conduct a comprehensive assessment of incoming customers.
• Create a next step for action in collaboration with the customer based on referred service.
• Provide personalized referrals to service agencies as needs are substantiated
• Develop and maintain partnerships with other service providers in the community
• Knowledgeable of eligibility criteria for other services agencies.

Phoenix, Arizona Area

• I provide a program overview to customers during intake appointment, recommended appropriate activities and services. I conduct screenings to determine eligibility. Assign and schedule initial assessment appointments.
• Maintain program efficiency by conducting a comprehensive assessment of customers to determine appropriateness and eligibility to ensure only eligible customers are enrolled into the program.
• Instrumental in assisting the workforce program fix a major issue with the Department of Labor database.
• Increased productivity by creating and maintaining a spreadsheet to track and eliminate pending files that have reached their 30 day expiration date.
• Conduct regularly scheduled file reviews which ensured 100% audit success for the 2012 program year.
• Perform daily system maintenance and weekly compacting of the database to prevent the loss of vital customer information.

• I spoke with customers who were not satisfied with their current rate and/or wanted to cancel their policy. I frequently had to follow up on a policy on a specific future date if unable to complete the request on that.
• I reviewed account billing information and rectify any misunderstandings
• I maintained documentation regarding customer retention and prepared a report of what aspects of a policy were reviewed in an effort to retain the customer.
• I created and maintained spreadsheet reports with client data and results of each customer contact. This is where it would be documented if follow up was necessary

• I conducted interviews of potential customers to determine eligibility for automobile insurance, and to determine which coverage would provide adequate protection.
• I also wrote policies and was the leader for cross sales for special lines policies
• I determined the need of the customer and referred them to the proper department to ensure the most positive customer experience.
• Calculated monthly insurance rates for customers

Bachelor Of Science In Entrepreneurial Studies, Business Administration, Management And Operations

Education record