Working to help design amazing memories in The recreation department of Cameron Park.

Collaborated on planning the cities foremost events from a largely attended fishing derby to a city-wide paradePromoted all programs and maintained relationships with local businesses for donation and sponsorship fundingDeveloped and implemented youth activities for summer months and senior programs for special holidaysServed as a city liaison with volunteer committees during monthly meetings in preparation for city eventsProduced public survey and a city policy which was… Show more Collaborated on planning the cities foremost events from a largely attended fishing derby to a city-wide paradePromoted all programs and maintained relationships with local businesses for donation and sponsorship fundingDeveloped and implemented youth activities for summer months and senior programs for special holidaysServed as a city liaison with volunteer committees during monthly meetings in preparation for city eventsProduced public survey and a city policy which was presented and approved by City Council and CommissionsCreated needed posters, brochures, press releases, agendas and all after-action reports needed for pre and post events Show less

Interface with public speakers and life coaches to accomplish event design from conception to productionConstruct fiscal budget for entire event within confines of clients abilitiesResearch event venue possibilities and negotiate contractsCoordinate with vendors and day of crew to oversee any troubleshooting on project Meet with the speakers and coaches for After Action Reviews(AARs) and event wrap up

• Solicit referrals and cross-sell opportunities via phone calls and emails for a 15% growth every 6 months within our Private Client Group department. • Evaluate all accounts for $25K+ high net-worth clients to provide recommendations on how to optimize their insurance portfolios• Marketing to and managing 200+ participant group insurance policies • Serve as direct liaison to wealth managers, attorneys and clients, to review insurance contracts on an annual basis• Editor… Show more • Solicit referrals and cross-sell opportunities via phone calls and emails for a 15% growth every 6 months within our Private Client Group department. • Evaluate all accounts for $25K+ high net-worth clients to provide recommendations on how to optimize their insurance portfolios• Marketing to and managing 200+ participant group insurance policies • Serve as direct liaison to wealth managers, attorneys and clients, to review insurance contracts on an annual basis• Editor, contributing writer and production design coordinator of Willis’ quarterly wealth management e-newsletter, Wealthy & Wise. Distributed to over 48 Sales Associates nationwide, which is distributed to clients and referral sources. Show less

• Quoted and comprised in-house proposals for all clients from tenant insurance to high-value housing. • Fielded all phone calls and emails providing stellar customer service to over 1,500 accounts for processing all immediate inquiries, billing issues and claims• Collaborated with the Marketing Department to develop monthly communications and content for the Personal Lines department rebranding on the company website• Compiled all data from weekly insurance carrier updates… Show more • Quoted and comprised in-house proposals for all clients from tenant insurance to high-value housing. • Fielded all phone calls and emails providing stellar customer service to over 1,500 accounts for processing all immediate inquiries, billing issues and claims• Collaborated with the Marketing Department to develop monthly communications and content for the Personal Lines department rebranding on the company website• Compiled all data from weekly insurance carrier updates, shared up-to-date information in management/marketing meetings and tracked all educational needs for the department. Show less

• Adhered to established $500,000 trustee fiscal budget by organizing and allocating funds for the race event and expositions.• Fundraised $15,000 for the race organization by obtaining exposition vendors furthering development efforts. • Researched, cultivated and maintained all corporate sponsors while retaining relationships with bi-monthly communication efforts.• Wrote and edited copy for press releases, event electronic communications materials and updated social media sites… Show more • Adhered to established $500,000 trustee fiscal budget by organizing and allocating funds for the race event and expositions.• Fundraised $15,000 for the race organization by obtaining exposition vendors furthering development efforts. • Researched, cultivated and maintained all corporate sponsors while retaining relationships with bi-monthly communication efforts.• Wrote and edited copy for press releases, event electronic communications materials and updated social media sites providing vendors event information • Held accountable for event preparation, final development and production details including but not limited to set up of the pre-race exposition, finish-line festival and VIP area• Liaison for all contributing vendors, their contracts, and finish-line festival expositions to ensure smooth operations Show less

• Coordinated launch of website-based quoting system for potential clients which increased online sales by 10% within ten weeks of start up• Established client marketing database in order to determine appropriate strategies for insurance solicitation• Oversaw all invoicing, legal endorsements, and securing client confidentiality while orchestrating their quarterly client meetings and renewals.• Ensured all company marketing materials were updated and ordered in a timely manner such… Show more • Coordinated launch of website-based quoting system for potential clients which increased online sales by 10% within ten weeks of start up• Established client marketing database in order to determine appropriate strategies for insurance solicitation• Oversaw all invoicing, legal endorsements, and securing client confidentiality while orchestrating their quarterly client meetings and renewals.• Ensured all company marketing materials were updated and ordered in a timely manner such as mailing solicitations, brochures and website copy. Show less

• Worked closely with Chief Executive Officer and Chief Financial Officer while maintaining monthly reconciliations and providing clerical support• Point contact for over 300 commercial/personal lines insurance accounts• Analyzed new insurance carriers, laws, initiatives and products in order to better serve clients• Instrumental in implementing a company-wide data software which streamlined productivity showing a successful increase in sales