- Drafted and sent out RFPs for clients based on their specific needs.- Interpreted quotes, interacting with carriers for verification, while compiling them into spreadsheets for presentation to the client. - Prepared Open Enrollment materials, both in English and Spanish.- Created Open Enrollment initial file feeds, while ensuring optimal set up of on-going file feeds between carriers, payroll administrators and/or benefit administration systems.

I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include: • Protecting the family with life insurance • Saving for retirement • Saving for a child’s college education • Charitable giving to their favorite organizations or causes

Job Duties· Retention of client advertising accounts through review of campaign set up, active campaign management and execution of consistent customer service· Management and analysis of internet advertising campaigns to satisfy client expectations for various performance metrics such as high click-through rate and low cost per click· Rapport building and the fostering of relationships with clients through timely follow up and communication in order to increase retention of accounts· Delivery of education to clients on campaign performance and return on investment received· Provide instruction to Internet Marketing Consultants on platform navigation and campaign analysis/performance· Troubleshooting performance issues using internet advertising best practices while creating new, innovative solutions to technical issues· Incorporate constantly evolving technology, processes, and publisher guidelines into daily routine of campaign evaluation· Ensure advertising campaigns correlate with advertiser’s other forms of marketing

Bookkeeping and Clerical Tasks