Danielle Winebarger Email & Phone Number

United States

Utilize various methodologies to oversee internal and external projects such as TPA conversions, website development/enhancement/troubleshooting, process improvement, etc.; maintain corporate contact lists; serve as point of contact for over 40 client companies; serve as liaison between various internal departments; design training and assessment program for new hires and existing employees across multiple departments; assist in other areas as needed.

United States

Responsible for onboarding and training new hires and the ongoing training of current employees, researched complex issues and replied directly to clients and customers. Designed a training and assessment program for employees to ensure high quality performance and need-based focused training.

United States

Answer 90+ phone calls daily, respond to emails and written requests from clients and customers for information on life insurance policies and annuities for eight blocks of business. Process ownership and beneficiary changes; loan, surrender, and withdrawal requests; NY Regulation 60 requests; 1035 Exchange requests; requests for automated premium payments. Assist policy owners with questions regarding policy terms and submission of requests for changes to policies. Assist with SERFF rate increase filings. Various special projects and research as needed.

Maintained customer contract files and database, completed wage and verification of employment reports, coordinated daily correspondence with Corporate office, greeted visitors and answered phones, assisted with payroll record-keeping, coded and approved accounts payable, ensured accuracy of customer and employee database, managed contracts and negotiated prices with various vendors, ordered office supplies, oversaw records storage and retrieval, performed basic repairs and maintenance on office equipment, assisted others as needed.

Prepared deposits and cash reports, assisted with bookkeeping, worked with Time Slips to prepare client billing worksheets, assembled and mailed client income tax returns, typed and assembled client financial statements and audit reports, answered phones, performed basic repairs on office equipment, ordered supplies, made deliveries to clients, assisted accountants and managing member, performed general clerical duties. Also, on many occasions, assisted the managing member and his wife with their personal, financial, and legal affairs.

Bachelor'S Degree, Business Administration

Associate Of Arts And Sciences - Aas, Business Administration And Management, General, 4.0 Gpa

Activities and Societies: Phi Theta Kappa; President’s List every semester. Graduated with high honors.

Associate Of Arts And Sciences - Aas, Business Administration And Management, General, 4.0 Gpa

Activities and Societies: Phi Theta Kappa

Associate In Applied Science, Business Administration And Management, General

Education record

Successfully completed various nursing, psychology, writing, and business courses.