Eileen Lopez Email & Phone Number

New York, United States

*Servicing working families with supplemental insurance benefits.*Field Underwriting*Developing long relationships with clients.*Scheduling and Meeting with clients virtually across New York State.*Administrative duties (Phone calls, Emails, text, scheduling appointments, maintaining client records, fulfilling all policy requirements etc.)*Generate leads.

Washingtonville, Ny

● Developed a budget for a family of 4-5, reduced extraneous spending by 48% and boosted annualsavings yearly. ●Effectively managed multiple schedules. ●Organized special events for up to 40 people, managing logistics and receiving positive feedback.● Effectively managed, maintenance and made repairs to home. Performed home renovations and builds.● Independent email marketing contractor. Increased client portfolio by 5% on a weekly basis.● Innovative comprehensive health educator. Over saw a staff of 3. Trained staff. Maintained a consistentincrease in sales by 10% every quarter.● Professional freelance video editor with 3 years experience in advanced video editing.

Nyack, Ny

• Manages all sales desk responsibilities in support of the Vice President/Relationship manager. Promote agent events along with distribution of awards for sales competitions. • Project Manager responsible for organizing, maintaining reviewing and distributing work flow, department records and auditing project work. Responsible for maintaining department records.• Secretary for operations management meetings.• Remote processor in charge of processing all cash deposits, maintaining address changes, work list reviewer and information update.• Reviewed and drafted regulations, standards and other guidelines for impact on the serviced organizations. Reviewer for new policies, procedures and guidelines and prepare recommendations to management on the need for changes in existing policies. • Developed methods of measurement that furnished a valid assessment of the success of the classification program or related initiatives. Make changes to program requirements to ensure that compliance is maintained. Ensure measurement methods adequately identify the impact of changes to serve as a useful tool for different levels of management. • Pride managers and employees with information and interpretations of the organization’s classification policies, procedures and guidelines. • Call center support.

Nyack, Ny

• Managed all aspects of the sales desk in support of chief Marketing Officer and Regional Vice Presidents. Provided Chief Marketing Officer and Vice Presidents with weekly, monthly, quarterly and annual reports. Gathered and maintained department records and reports. • Liaison to the field on a national level. Responsible for servicing Insurance Marketing Organization/ agents needs including: Product questions, illustrations, licensing/ contracting, marketing material in a timely manner via phone, email, fax and email. Effectively handle the marketing line for 9,000 independent agents. Promoted agent events along with distribution of prizes for sales competitions.• Facilitated consumer contact with sales support, product function and agent referrals. Responsible for assisting agents with navigating through company website.• Contributed feedback on marketing material. Provided backup for graphic designer in E blasting and updating marketing materials. Assist with software and website testing. Hosted webinars for the marketing department and conducted voice over’s for presentations. • Incumbent for providing Bills and Collections, Annuity Services, Life Services, Claims, Actuary with daily department functions (i.e. Reports, cash processing, training, data entry and phone calls).• Supported Vice President of Operations, Vice Presidents of Marketing and Director of New Business with conversion, testing, projects and reports, secretary for management meeting. Dashboard maintenance for all departments. Trained associates on company portfolio and computer assistance. • Project leader.

Nyack, Ny

• Effectively processed all aspects of Life New Business application process. • Performed customer phone interviews, established new accounts and reviewed new business application, data entry, final chart review, medication research/verification. • Communicated with field regarding outstanding requirements. Answered marketing questions. Handled personnel life insurance policy. • Developed new procedures and worksheets for more efficient flow of new business.

White Plains, Ny

Temp at Presidential Life Insurance Company (New Business Administrator)Processed daily cash deposits. Performed phone interviews, established new accounts and reviewed new business applications. Fulfilled general agents request and assisted with new business procedures and marketing questions. Temp at Albert Einstein Medical Center (Auditor)Executed medical record audits, data entry, filed medical records, adjusted billing data and final review.

Scarsdale, Ny

• Managed a team of 6 and responsible for all time sheets.• Consistently increased center revenue by 20% to 30% over each year. • Counseled clients in nutrition and weight loss, conflict mediator data entry, promoted customer events, received and exported inventory. • Audited charts, book keeping, answered phones, scheduled appointments, made weekly financial goals for each staff member and scheduled all staff work schedules.

Bachelor'S Degree, Criminal Justice

Activities and Societies: Kappa Alpha Tau

Associate'S Degree, Criminal Justice/Police Science

Activities and Societies: Kappa Alpha Tau