Georgia Monson, Clf Email & Phone Number

Greater Chicago Area

Lenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you are family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom.As part of the Sales Administrative team, I play an important role in the firm’s success—and the success of our clients. At Lenox, each team works in unison, so that we can help you achieve what matters most — a strong financial future for you and your family.

Spring Grove, Illinois

Certified Personal and Professional Coach & Energy Leadership Master PractitionerSpecializing In:Personal & Professional DevelopmentCultivating Change

Hinsdale, Illinois

Partnered with Top of the Table MDRT wealth management advisor to create financial planning solutions to high net worth clientele. Served as key member of investment team supporting over 200 clients with assets under management in excess of $4M earning a retention rate of 90%.Identified, evaluated, implemented process improvement projects creating SOP and training to streamline, standardize, and minimize errors while significantly increasing customer satisfaction.Created and implemented a strategic plan to convert brokerage clients to an advisory platform by creating educational program of information about the benefits of assets under management portfolio management.Recognized as Associate of the Year (2010) for outstanding customer service, excellence in building long term client relationships, and effective mentoring of fellow associates. Managed client centric strategic planning process that ensured all client expectations and objectives were met while maintaining compliance and standards and significantly improving risk management objectives.Liaison between clients, financial planner, and trust administrators providing client needs analysis and process facilitation to ensure deliverables and consistently provide a seamless client experience.Managed, trained and mentored team members in upholding highest standards in process efficiencies and modeling best practices in maximizing resources and providing excellence in customer service delivery.

Oak Park, Illinois

Provided personnel, financial, marketing and practice administration for physician office.Led turn- around initiative to collect over $50K of revenue on aged accounts over two years through improved account analysis, optimization of staff resources, and streamlining of collections process.Migrated outdated and inefficient manual financial reporting process to an automated and integrated process significantly improving collections and cost containment, minimizing hourly allocations of staff time.Initiated brand new strategic financial planning process by creating financial reporting system to accurately analyze revenue and expenses, anticipate resources and forecast expenses.Established new accounts receivable process including collection protocols and process timelines and systems to expedite claims process and ensure timely follow up on outstanding accounts.Initiated participation in universal provider datasource (CAQH) streamlining credentialing process by significantly increasing efficiencies via access to information and savings of substantial time and resources.Provided leadership in Human Resources management including payroll processing, provision of annual staff reviews, hiring recommendations, staff on-boarding, and performance evaluations and training.

Chicago, Illinois

Oversaw risk management and compliance plan implementation, managed care administration, financial management and all office operations for eight staff members and three orthopedic surgeons.Identified and implemented opportunity to source critical patient data via the utilization of integrated hospital database resulting in 50% increase in process and procedure efficiencies and substantial decrease in patient wait times.Created improvements in office processes and collection protocols, resulting in one of lowest accounts receivable books of business in the entire company. Collected over $70K of revenue on aged accounts over two years old in less than one year. Worked on corporate committee in the planning and transition protocols needed to prepare for new corporate tax identification number and name change. Served on corporate HIPAA committee to establish policies and procedures, also served on Administrators committee to create innovative solutions to company-wide initiatives for multiple locations.Handled all human resource related duties including performance reviews, disciplinary actions, OSHA related safety measures, payroll and training.Steered employee task analysis project involving interviews, analysis of work processes/ flow and reassignments of duties and roles; significantly improved employee engagement, effectiveness, and reported job satisfaction of employees.

River Forest, Illinois

Served as HR, marketing and practice manager across three office locations and six surgeons. Automated medical offices to support practice expansion through coordinated IT upgrades, customized software development and conversion and establishment of new on-line communications system.Led business analysis and turn-around project for practice operations including the establishment and implementation of accounts receivable protocols, resulting in double the revenue within 3 months.Launched firm’s initial website, created local advertising campaign and established an 800# line as well as marketing tools and patient communication vehicles for new bariatric program.Researched competitors, negotiated vendor costs, pinpointed target markets and articulated requirements to marketing vendors, web programmers and radio stations.

Chicago, Illinois

Redeveloped and co-managed training program to comply with NASD application guidelines and assumed role of education coordinator to support staff trainer and over eighty district agents. Organized quarterly seminar logistics, including location set up, workshop scheduling, materials preparation and licensing qualification.

Stevens Point, Wisconsin

Supervised activity of thirteen district agents and served as director’s associate to help achieve administrative and marketing production goals. Served as primary contact for all District Director personal clients.Generated over $10K in additional revenue within a ten month timeframe.Arranged fast track sales class and prepared new hires with materials and mentoring support.

Chicago, Illinois

Recognized for exceeding expectations as operations manager and requested to simultaneously serve as second in charge of Staff Recruitment Program.Screened resumes, conducted interviews, coordinated testing, performed background/credit checks and employment/credentials verification and initiated new hire orientation.Instrumental during company acquisition of Cigna Financial Advisors, orchestrating efficient office merge while facilitating smooth employee transition.Administered payroll/benefits, set up licensing contracts, maintained personnel files, engaged in ongoing performance appraisals and handled disciplinary write ups.

Corporate Office In Oak Brook, Il

Responsible for processing weekly agency reports, monitoring and alerting field of pending requirements and qualifying applicants by arranging continuing education courses, training and licensing updates.Supported three regional offices as internal liaison with executive management and oversaw agency hiring process.Confirmed new staff approvals with upper management and collaborated with compensation division to set up official employee documentation and payment system.

Des Plaines, Illinois

11/1990-10/1995 & 03/1996-02/1998Concurrently served as HR coordinator, claims manager, client representative and operations manager during dramatic company growth period.Part of five member team supporting over two hundred clients for #1 Financial Representative in company.

Chartered Leadership Fellow, A

Education record

Bachelors Of Science, Business Management

Graduated Summa Cum Laude