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, linens, color schemes, etc.) to meet the quality expectations signature events and activities of the Center.• Propose new ideas to improve the event implementation process.• Serve as liaison with vendors for signature event-related matters.• Assist with managing on-site production and clean up for events as necessary including training and managing all volunteers.• Create standard procedures for each event and hold event after action meetings and create an event report as part of event close-out in coordination with Director of Operations.• Prepare and modify event contracts as requested• Oversee advertisement of all events. Provide information and data to creative consultants, oversee and approve all internally developed creative, always assuring brand standards are met, assure that all events are advertised a minimum of one month in advance in the agency newsletter and social marketing along with listing major events on community calendars.• Prepare marketing materials and/or coordinate materials with creative consultants. Oversee and approve all internally produced items to follow marketing guidelines.• Anticipate project needs, discern work priorities, schedule work of volunteers and others, work independently, always meet deadlines with little supervision,• Other duties as assigned.

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 appropriate décor (florals, linens, color schemes,etc.) to meet the quality expectations of the event.• 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. • Assist with preparing budgets and provide periodic progress reports to staff directors for eachevent project. With CFO, track event finances including check requests, invoicing, and reporting.• Prepare and modify event contracts as requested• Oversee advertisement of all events. Provide information and data to creative consultants,oversee and approve all internally developed creative, always assuring brand standards are met,assure that all events are advertised a minimum of one month in advance in the agencynewsletter and social marketing along with listing major events on community calendars.

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 in gaining access to services and in maximizing the use of community resources based upon their needs.• 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. • Established the Phoenix Indian Center as a SNAP partner agency

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 for customers and refer to appropriate staff. I collaborate with staff and community agencies/businesses to identify resources for the agency and customers.• 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.• Assist with new staff orientation • Assist with planning and evaluation of departmental policies and procedures.

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 day. • 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