Joseph Beattie Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

- Administer all staffing initiatives and employee relations, such as identifying staffing needs, documenting and handling conflicts, and coordinating staff termination decisions.- Manages all aspects of benefits administration - from annual open enrollment process and new employee enrollment.- Facilitates onboarding of all staff members and brokers, utilizing an adaptable 30-day roadmap to success- Plans and executes company wide trips and events, including but not limited to annual company parties, sales award trips inclusive of international travel, staff recognition, monthly virtual town halls, and more.- Leads a team of 12+ front desk administrative assistants across 6 different offices throughout the Chicagoland area and Evanston.- Alongside the team of Designated Managing Brokers, ensures compliance of brokerage and individual broker practices with state and local entities, such as the IDFPR and local real estate boards (CAR, MORe, OPPAR, NSBAR).- Performs review of all policies, contracts, and relationships to support the office of the CEO/Owner in making advised and thoughtful business decisions, drafting language and addendums as necessary.- Fosters and manages external vendor relationships, collaborating with different departments to find ways to meet new business challenges in equitable ways with our partners.

Chicago, Il, Us

- Head of Administration and HR- Worked with the team of front desk staff members to create digital resources that further outlined the roles and responsibilities of the administrative team in efforts to standardize processes across all offices and create a stronger sense of support founded in documentation and tried and true processes- Supported and coordinated the opening of a sixth Dream Town Office in August 2022 in Oak Park, IL- Collaborates with the management team through regular weekly meetings, keeping agenda and meeting minutes, outlining initiatives and disseminating information to necessary parties, and working cross-departmentally to monitor progress on said initiatives. - Championed bringing Top Work Places survey and award process to the company, which helped Dream Town to earn “#1 Mid-Size Real Estate Brokerage” in 2022 along with multiple sub-categorical awards for cultural excellence (employee well-being, employee appreciation, and professional development).*Promoted from role in September 2022 to Chief of Staff

Chicago, Il, Us

- Oversee day to day operations for the organization, including but not limited to: office management, member and vendor billing, course booking, product set-up, vendor management work flows, and more. - Lead and manage projects to enhance offerings and systems.- Manage the Find a CRS app and online referral management tool.Design and implement ways to improve processes to yield higher rates of efficiency.- Managed a complete office renovation (in excess of 1.7 million dollars) from start to finish through the COVID-19 pandemic- As part of the HR/Facilities/IT Team, work cross collaboratively to streamline communication and create synergy between projects, initiatives, and support.- Lead the organization in talent and development opportunities that foster positive company culture, including company outings, virtual get-togethers, annual holiday party, informal staff engagements, comprehensive onboarding program and trainings, and more.- Develop and track KPI for major organization initiatives, and work with departments to analyze successes and areas for improvement to ensure longterm success.- Serve as liaison to international partners to help foster growth in partnerships and continuity of business

Chicago, Il, Us

• Developed and oversees customer care quality assurance metrics to guarantee efficiency of department and customer satisfaction• Pioneered and maintains Customer Care Operations Manual, auxiliary departmental policies, and a 12-day essential on-boarding program for all new team members• Handles all escalated calls, emails, and social media inquiries for the organization at large• Supervises all application processing, payment processing and batching, and all customer interaction logs • Produces weekly customer service metrics dashboard for the organization to report on successes and areas for improvement• Established data entry standards for the organization after launch of new CRM, and ensures accuracy of member data in CRM as it relates to the organization as well as to external vendors/partners• Coordinates the sales, fulfillment, and distribution of the annual print referral directory, as well as the ongoing sales and management of the online advertising directory• Manages and processes all refunds, exchanges, transfers, or comped orders for the organization• Maintains all automated messaging as it relates to customers and members, including emailed receipts, frequently asked questions, conference registrations, and applicable web content• Collaborates with Membership for outbound telemarketing campaigns through external vendors and temp agencies• Manages vendor relationships for technology and member benefit partners• Serves as international member and partner liaison• Functions as lead user acceptance tester for all major, customer-focused initiatives • Fosters positive work-place culture by assisting HR with planning and implementing office-wide events• Empowers team members through quarterly professional development training, one-on-ones, and individualized constructive feedback

Chicago, Il, Us

• Develop meaningful projects that engage the 30,000+ membership body of CRS and contribute to the organization’s overall goals of member growth, satisfaction, and retention• Actively participate in member recruitment and other Marketing programs which may lead to proactive outreach via telephone calls, letters/email campaigns, and social media engagement• Process new member, reinstatement, and designation applications with accuracy • Advise members of remaining requirements and options to obtain the CRS Designation• Coordinate and follow-up on Illegal Usage Complaints, which include both verbal and written communication• Assure the accuracy of information being delivered to members and maintain member records in database to ensure data integrity• Continually research and maintain knowledge of all CRS programs and services• Moderate departmental projects for thoroughness, accuracy, efficiency, and ensure completion of all projects at 100%• Develop and implement user-friendly and staff accepted communications to share with members to encourage a streamlined thread of communication • Ensure department’s PCI compliance when securely processing credit card information

Chicago, Il, Us

• Designed and implemented intentional health education resources for health care providers and office staff • Developed meaningful patient resources and tools to be featured on the company's website and be available for print-outs for patients• Collaborated with healthcare providers to bring innovative, home based care solutions to patients• Worked in conjunction with Practice Director to oversee Physician Quality Reporting System (PQRS) measures for the practice• Oversaw daily work of the Quality Analyst Team members, including but not limited to: Inbox Management, Structural and Resource Support, Project Support and Progress• Facilitated mutually beneficial relationships with external vendors and businesses - such as to improve quality and timeliness of labs, imaging, and other diagnostic tests• Assisted the Marketing Team with designing and generating content for materials for distribution• Coordinated and plan: all-staff monthly in-services, weekly one-on-one meetings with all Analysts, and health care provider quarterly performance review meetings• Acted as the primary Liaison for our Electronic Medical Records (EMR) System vendor so as to streamline communication for all updates, questions, and process improvements concerning the integrative and technological aspects of the system• Assisted the Office Manager with process improvements and new health care provider and staff on-boarding

Ann Arbor, Michigan, Us

● Draft budgets and specs documents for major annual events and conferences● Analyze conference data to measure and ensure return on investment● Manage conference and event logistics● Assist Conference Managers in arranging client contracts● Participate in beneficial focus groups for marketing and sales initiatives● Provide quality customer service to all clients and guests of the University of Michigan● Manage event space through the use of Conference Programmer software● Work with Microsoft Office programs, Adobe Acrobat, and Google Applications

Ann Arbor, Michigan, Us

• Served as a resource for 42 fellow staff members for issues of social identity and restorative justice by way of presentations, provision of resources, and meaningful personal interactions • Upheld the Community Living Standards by addressing situations and documenting violations to ensure the safety and inclusion of students within a 1200 bed residential community• Educated a residential community of 60 students by planning and implementing active and passive social and educational programs every three weeks that encourage students to actively participate in the community• Coordinated events focused on the promotion of mental and physical health, such as hall-wide yoga and alcohol awareness events• Participated in Title IX Bias Response Training, Emergency Response Training, Allyhood Development Training Additionally served as the Community and Campus Outreach committee's chair person from September of 2014 - May 2015 by leading a group of 6 Resident Advisors in orchestrating service learning events and facilitating the dissemination of information regarding service work and service learning opportunities in Ann Arbor and the greater area, and also in the Metro-Detroit area.

Ann Arbor, Michigan, Us

• Assisted Conference Manager in arranging contracts with clients• Provided tours of campus buildings and facilities• Participated in beneficial focus groups for marketing and sales• Provided quality customer service to all clients and guests of the University of Michigan• Coordinated multiple summer conferences providing on-campus services including lodging accommodations, dining, catering, transportation and parking reservations• Served as a primary liaison between conference clientele and university partners• Managed event space through the use of Conference Programmer software• Managed problems, conflicts and emergency situations with conferences quickly and effectively

Ann Arbor, Michigan, Us

- First Year Experience Course (FYEC) Instructor for UC 170 "Making the Most of Michigan" during its pilot program at the University of Michigan- Co-facilitated weekly class meetings of 20+ students- Worked to develop individuals communication skills through generative listening exercises- Structured resume workshops and improvement activities with the support of various campus partners across different departments- Incorporated and educated on the use of Google Applications and Google Sites through the program's learning objectives

Chicago, Il, Us

● Served as a primary liaison for 12 summer conferences, providing all on-campus services including lodging accommodations, classroom and event space, dining, catering, transportation and parking reservations● Reviewed and processed purchasing invoices for individual conference budgets in excess of $100,000● Controlled event space through the use of StarRez software and managed participant housing and dining reservations● Participated in UChicago Housing, Dining and University decision making committees● Managed problems, conflicts, and emergency situations with conferences quickly and effectively● Completed all pre-arrival tasks and prepared materials for conferences such as processing registration, liability paperwork and insurance, reserving and preparing campus classroom and event space, negotiating with external contractors to provide additional amenities and services, and organizing and staffing check-in and checkout● Served as liaison between collaborating campus offices and conferences guests in order to provide a streamlined one-stop shop experience in accordance to ACCED-I requirements.

Detroit, Mi, Us

● Managed patient records, record requests, and electronic data ● Utilized the Electronic Medical Records System Epic● Performed maintenance and information technology work on computers and medical equipment● Generated reports (practice-based data analysis)● Worked with Microsoft Office Suite and Adobe Acrobat Pro