Emily Tracey Eppich Email & Phone Number

Hartford, Ct, Us

• Responsible for implementing and leading weekly planning meetings for both the RSO and apprentice groups• Created and maintain scheduling files to compile upcoming group work and track completion progress on both SharePoint and in P6• Utilize STORMs and Access databases to complete and distribute weekly and monthly RSO task-focused reports• Serve as the main contact point across teams who request RSO or apprentice services• Explore new data illustration reporting methods through Power BI

Hartford, Connecticut Area

• Collaborate with Dispatch and Technical Services director and managers to complete a detailed data section of the monthly workplan• Responsible for revising, streamlining and completing the weekly New Business services report which tracks new service installations • Create and distribute the weekly corrosion repairs summary report to illustrate progress toward the annual goal• Utilize programs such as PCS, STORMs, AQT and Excel to complete weekly and monthly reports • Assist in the onboarding and training of two new employees• Explore new data illustration reporting methods through Power BI • Involved in the Maximo project as a member of the test team as well as in discussions of analyst needs

Glastonbury, Ct

I am thankful to still be involved in the gymnastics program I grew up with. My coaching experience allows me to not only share my love of the sport but also work with our gymnasts and watch them grow, in gymnastics and life.• Coach gymnasts ages three to eighteen in the fundamentals of gymnastics• Demonstrate leadership skills through gymnastics instruction

Rocky Hill, Ct

In this role, I interacted with some unique brands in the Beverage/Alcohol industry. I had the opportunity to strengthen my analytical skills while monitoring trends in the industry and reporting back to clients.• Monitor and report monthly redemption data for clients’ in-store and digital couponing programs• Utilize historical data to predict future redemption behaviors and estimate program budgets• Responsible for testing new database capabilities and reporting structures to enhance deliverables

Windsor, Ct

As an analyst at LIMRA, I looked at trends in the financial services industry - specifically those in the Distribution area and focused on how financial products are distributed to consumers. My research had an emphasis on independent distribution intermediaries who primarily sell insurance products. I shared the stories our data presented, communicating through reports and presentations. Feedback on the great relevance of the information provided was very rewarding. I had wonderful colleagues at LIMRA and was trusted to work independently, as well as have the ability to consult with others to create an even stronger end product.Recent research topics include: Young advisor series, the language of life insurance, intermediary expansion, succession planning• Collect and interpret both quantitative and qualitative data• Successfully prioritize internal and external requests and complete tasks effectively and efficiently• Collaborate with team members to create and maintain research study elements (data collection/survey forms, databases, analysis tools, PowerPoint presentations and written reports)• Analyze data and clearly communicate results using written reports • Utilize MarketSight program to perform in-depth data analysis runs used to strengthen reports• Prepare and conduct presentations to illustrate and communicate findings to over 80 customers• Organize discussions with clients to better understand and serve their needs, build a stronger relationship and address data inquiries• Responsible for finalizing questionnaires, obtaining and examining data, and writing participant reports for annual compensation studies• Publications found in: InsuranceNewsNet, LIMRA’s MarketFactsLIMRA publications are a member benefit, and accessible through a LIMRA online account. If you are a home office employee of a member company, your free online LIMRA account is just a click away: https://www.limra.com/Request_Access/

Windsor, Ct

• Collaborate with team members to create and maintain research study elements (data collection/survey forms, databases, analysis tools, PowerPoint decks and reports)• Responsible for finalizing questionnaire, obtaining data and writing participant reports for our semi-annual U.S., MLEA and Canadian Career Agent Recruiting Trends study • Utilize MarketSight program to perform in-depth data analysis runs• Prepare and conduct presentations to better illustrate and communicate findings to member companies• Proof presentations and reports for grammatical accuracy and overall visual appeal

• Coordinate pre-sales proposals and broker verification returns• Work in conjunction with sales team on proposing retirement solutions for prospective clients• Review sold case paperwork for requirements and accuracy• Run daily proposal reports for sales team• Prepare and distribute marketing materials to financial advisors

Brockton, Ma

Recruiting and Recording• Contacted applicants’ references and recorded information discussed regarding work experience• Prepared informational materials for career fairs and new employee orientations• Compiled and organized employee profiles using the company’s database, resources and filing system• Recorded evaluation responses from employees and consumers about company services and practicesAccounting• Collected and calculated deposit information from patient co-pays and insurance payments for organization’s 15 branches and reviewed records for accuracy • Recorded accounts receivable and re-billed clients using the ARPlus software

North Easton, Ma

Database Management• Researched over 8000 nonprofit organizations in South Eastern MA and Northern RI• Conducted further research for contact information of over 1300 organizations to use for Needs Assessment survey while managing the database on an ongoing basisResearch and Reporting• Utilized the Foundation Director Online to conduct grant research on a variety of local organizations• Tracked evaluation responses for a variety of programming and analyzed feedback for reports• Generated monthly reports on the Center’s BreakFACTs programming – workshops on a variety of nonprofit management topics

Master Of Business Administration (Mba)

Bachelor Of Science, Major: Management, Minor: Economics

Activities and Societies: “Girl’s Tryumph” Program, Dance Club Member, Special Events Committee

Education record

Education record