Jeanette Richards Email and Phone Number

• • Manage office staffing, operations, and logistics for three offices with support from two Associate Team Leaders• Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement • Assist the DGM in recruiting and interviewing candidates for tax office associate positions,• Build an engaging team environment, across all offices, by… Show more • • Manage office staffing, operations, and logistics for three offices with support from two Associate Team Leaders• Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement • Assist the DGM in recruiting and interviewing candidates for tax office associate positions,• Build an engaging team environment, across all offices, by training and coaching associates while holding them accountable to execute on Standard Operating Procedures (SOP) and recognizing outstanding associate contributions • Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns • Lead daily team meetings and communicate essential information to tax office associates • Create associate work schedules across all offices and ensure accurate timekeeping, as well as labor management, for staff in all offices• Travel between the three offices as required• May prepare up to 75 tax returns, as needed Show less

• Implemented curriculum on behalf of teachers to include creation of classroom art activities, reviewing & administering state standardized test.

• Insure physical facilities comply with local, state and federal laws• Complete state regulatory training & certification to include safety training & regulations• Develop & administer day to day lesson plan while overseeing the well-being of students

• Pre and post-sale pricing of products• Review new quotes daily price & return to agents• Review product coverage with agents & clients• Review & solidify rates and contract coverage with underwriting• Pre-underwrite once individual applications are reviewed and entered into the system • Ensure clients receive all marketing materials as it applied to their coverage• Develop & enter business to business plans to include voluntary coverages• Train incoming New… Show more • Pre and post-sale pricing of products• Review new quotes daily price & return to agents• Review product coverage with agents & clients• Review & solidify rates and contract coverage with underwriting• Pre-underwrite once individual applications are reviewed and entered into the system • Ensure clients receive all marketing materials as it applied to their coverage• Develop & enter business to business plans to include voluntary coverages• Train incoming New Business Coordinators Show less

• Organize and update schedules for the Executive Director• Preform task as designated by the Board of Directors• Produced accurate office files, updated spreadsheets and created presentations to support our director• Planned, coordinated and executed meetings for Executive Director and Board of Directors• Assisted with scheduling and logistics for State Capitol meetings with State Senators and lawyers• Greeted visitors and determined nature and purpose of their… Show more • Organize and update schedules for the Executive Director• Preform task as designated by the Board of Directors• Produced accurate office files, updated spreadsheets and created presentations to support our director• Planned, coordinated and executed meetings for Executive Director and Board of Directors• Assisted with scheduling and logistics for State Capitol meetings with State Senators and lawyers• Greeted visitors and determined nature and purpose of their visit to direct them to their appropriate destinations• Screened incoming mail, publications and other correspondence direct to the Executive Director or Board• Scheduled activities/scheduled for staff to include Kids on the Block program• Filed Medicaid and Medicare for payment Show less

• Produce accurate office files, updated spreadsheets and crafted presentations to support Directors and team• Distribute announcements, booked conferences rooms and coordinate catering for all staff meetings and team builders• Assisted with all HR filings for the team• Assisted marketing by filing specs for websites, print and televised add with legal for approval • Reconciled and processed expense reports for 18 internal and external team… Show more • Produce accurate office files, updated spreadsheets and crafted presentations to support Directors and team• Distribute announcements, booked conferences rooms and coordinate catering for all staff meetings and team builders• Assisted with all HR filings for the team• Assisted marketing by filing specs for websites, print and televised add with legal for approval • Reconciled and processed expense reports for 18 internal and external team members• Completed internet research of competitor CEO’s and their products and contracts for review• Worked as a liaison between IT and team adding software or repairing computer issues as they arose Show less