Denise Swank, Acs, Airc Email & Phone Number

Harrisburg, Pa, Us

Harrisburg, Pennsylvania, United States

Camp Hill, Pa

● Acted as Administrative Assistant to the Managing Director with responsibilities that included: managing calendar; creating sales bulletins; preparing correspondence; and coordinating meetings and events● Ensured regulatory compliance of records and procedures which had resulted in outstanding internal audits over the past 15 years● Analyzed budget to identify over and under usage and to forecast future spending● Controlled inventory and placed procurement orders● Managed daily office operations ● Processed new hires, terminations, and leaves of absence as on-site Human Resources Assistant● Processed all state and FINRA licensing to ensure the advisors were properly licensed to solicit and sell to meet their clients’ needs● Security System administrator● Organized and participated in community service projects

Rockville, Md

● Reviewed, ordered all medical requirements, and input all life insurance applications for award-winning agency● Developed a Life New Business Training Guide to decrease advisor errors and increase efficiency. The guide was adopted as a Corporate training tool.

Gaithersburg, Md

● Trained new employees● Supervised agency operations ● Completed financial reporting

Northumberland, Pa

● Calculated and processed death claim payments● Completed agency financial reporting● Customer service