Joni Tomal Email & Phone Number

Tacoma, Wa, Us

Snoqualmie, Washington, United States

Seattle, Wa

I provided client service on life, disability income, annuity, and long-term care insurance policies. As the SmartOffice CRM administrator, I facilitated accurate data and reporting to expedite sales and service initiatives. In addition, I was the the point person for compliance projects and procedures.

Seattle, Wa

In private client group, facilitated and resolved complex servicing issues for life insurance clients. Maintained contemporary knowledge of accounting and legal issues and their impact on existing business and future business. Managed CRM database and special projects. Earned life and disability insurance agent credentials. (Note: In November 2016 USI sold its life insurance division to a newly formed company, Pillar International Insurance Advisors, and I transferred to this new firm.)

Seattle, Wa

Supported sales and client service teams in growing the business through efficient processes and structure of vital client data. Identified, monitored, and verified key components to insure highest integrity and reliability of information. Wrote clear and concise procedures and trained stakeholders. Researched financial companies to enhance user understanding of firms’ structure and history to facilitate improved sales and service.

Managed all aspects of contact relationship management (CRM) application Pivotal for improving sales and client service across a 15-state region. Created project plan for introducing CRM to both managers and salespersons. Developed training documents, delivered training sessions, and built SharePoint site to shorten the learning curve.

Managed CRM database (SalesLogix) that tracked over 30,000 client/prospect accounts. Planned, composed, and delivered comprehensive communications to customers; created reports to summarize data and keep department goals on track. Conducted training sessions and developed training manual to create familiarity with CRM application. Leveraged knowledge of business operations and sales/service team daily needs to build Administrator role and guide IT into customizing CRM application for the new Russell Indexes division. Introduced processes and technologies that created a strong foundation and ensured continual client service. Created SharePoint site and trained staff on its use, forming team to manage flow of documentation. Modernized and improved marketing strategy by researching, recommending and implementing email campaign software SwiftPage, allowing for full insight into campaign details/metrics and providing the sales/service staff with a valuable tool to aid efforts. Managed the administrative support team. Acted as liaison with Legal and Accounting to coordinate contract compliance and invoice reconciliation. Created best practices for ensuring contracts for each client were accurately executed and tracked in CRM.

As Supervisor, directed Administrative and Client Service Support teams with 14 total members, with an emphasis on building strong, dynamic groups to meet time-sensitive deadlines and fast-paced demands. Played an instrumental role in the design and implementation of the SalesLogix system that improved the company’s ability to track information critical to the understanding of all clients and prospects. Managed the SalesLogix CRM, trained employees. Coordinated key projects that included the contract (license agreement) audit, which resolved accounting discrepancies and identified additional revenue opportunities.

Functioned as the primary day-to-day contact for a base of 200+ clients, providing data, responses to inquiries, client reports, and sales presentations. Served as Team Leader within peer group and Liaison to upper management. Promoted into new position to supervise former peer group. Managed client expectations under the pressure of urgent deadlines, generating a high level of satisfaction among the client base through quality of information and responses.

Focused on client support and resource management in coordinating internal and external requests and projects in busy sales and service environment.

Acted as liaison with Russell offices outside the United States to help build the business. Created and maintained status reports on projects and requests, investigated problems and identified solutions, and recommended and implemented efficient communication methods.

Provided administrative support for sales and client service team. Prepared correspondence, meeting materials and presentations. Helped clients with data requests.

Edited investment and finance books, monographs, seminar proceedings, annual reports, brochures, and catalogs. Worked with publishers and printers on every phase of publication process. Set publishing schedules for multiple projects. Designed and wrote staff newsletter.

Provided support for company president. Traveled to board meetings and took minutes and edited them for distribution. Arranged meeting logistics. Made extensive worldwide travel arrangements as AIMR extended its focus outside the US. Helped with conference logistics and on-site events. Supervised administrative assistant. Assisted with preparation of speeches and reports, wrote and edited correspondence, and assisted in confidential personnel matters. Administered the Professional Conduct Program for all members worldwide.