Record kept annual donations and mailing list for new/existing individuals and organizations as well as preferences of notification mail or e-mail in Abila Fundraising (Sage) software.Record kept new and renewing membership registrations. Acknowledgement of receipt by mailing out a thank-you letter and membership card.Record kept visitor cards from each of their seven homes to capture data such as contact information, home visited, how they heard about us, and reason for their… Show more Record kept annual donations and mailing list for new/existing individuals and organizations as well as preferences of notification mail or e-mail in Abila Fundraising (Sage) software.Record kept new and renewing membership registrations. Acknowledgement of receipt by mailing out a thank-you letter and membership card.Record kept visitor cards from each of their seven homes to capture data such as contact information, home visited, how they heard about us, and reason for their visit.Coordinated event registration and silent auction donations as well as assembling the event program for Gala at Buttler McCook House. Event netted about $8,000.00.Developed a list of possible silent action donors by targeting local businesses in securing items for Nathan Hale House Dinner. I was able to successfully secure a total of 11 donations which brought in about $3,000.00 in revenue.Assisted in the mailing of invitations for dinner/cocktail fundraisers at Nathan Hale Homestead and Cocktails at Phelps/Hathaway House. Assisted in reconciliation of final tallies for both events. Both events netted about $17,000.00.Conducted a study of what similar organizations are offering concerning membership so Director and Board can review to see how they can improve upon the customer experience. Show less

As Plan Manager, provides technical consultative assistance for 750+ client accounts across NY, NJ and MA. Helps educate clients and resolves problems at both the plan and participant level.Effectively manages all aspects of sponsored retirement business, collaborating with internal teams, brokers and third party administrators. Promptly responds to all inquiries, which establishes trust and confidence. Expertly manages newly set up accounts through the distribution process resulting in… Show more As Plan Manager, provides technical consultative assistance for 750+ client accounts across NY, NJ and MA. Helps educate clients and resolves problems at both the plan and participant level.Effectively manages all aspects of sponsored retirement business, collaborating with internal teams, brokers and third party administrators. Promptly responds to all inquiries, which establishes trust and confidence. Expertly manages newly set up accounts through the distribution process resulting in high plan retention.Provides superior customer service, fostering long-term relationships. Earns frequent customer compliments and recognition for exceeding expectations.Serving as primary customer contact, maintains long-term relationships resulting in high client satisfaction rates demonstrated by positive ratings on surveys. Efficiently resolves any service issues, with few resulting escalations. Serves as liaison between plan sponsors and internal partners. Selected by management to take part in a one-year project to help identify ways to improve upon the customer experience from both the internal and external views. Show less

Expertly managed the field office of the number one grossing agent in the Government Market, with $55M in annual sales. Participated in the hiring and training of a part-time Administrative Assistant, demonstrating patience and strong product knowledge.Delivered friendly and efficient customer service, independently resolving problems without escalation to management. Partnered with agent to maintain customer satisfaction and a high-level service experience.