Katherine Nelson Email & Phone Number

Eden Prairie, Mn

• Track down leases for contract requirements, last year’s certificates of auto liability insurance, and contacts from an acquired company’s database to be entered into a newly designed program for the collateral services department• Send out “Ready to Request” correspondence to brokers, clients, and fleet managers regarding insurance renewals, policy updates, and non-compliant coverage per signed lease agreement• Send out “Follow Ups” regarding non-compliant certificates and expired insurance on leased and non-leased vehicles

3 Capital Drive, Eden Prairie, Mn 55344

• Track down leases for contract requirements, last year’s certificates of auto liability insurance, and contacts from an acquired company’s database to be entered into a newly designed program for the collateral services department• Send out “Ready to Request” correspondence to brokers, clients, and fleet managers regarding insurance renewals, policy updates, and non-compliant coverage per signed lease agreement• Send out “Follow Ups” regarding non-compliant certificates and expired insurance on leased and non-leased vehicles

5775 - 12Th Avenue South, Suite 180, Shakopee, Mn 55379

• Provided customer service and advance replacement assistance• Activated new distributors and dealers into the database• Handled call backs and credit card entries on a daily basis• Handled communication with clients regarding the incentive program• Handled no defect found calls• Entered all Return Merchandise Authorizations (RMAs)• Processed sales orders• Provided additional assistance for the website as needed• Followed tracking and shipping information for clients

5775 - 12Th Avenue South, Suite 180, Shakopee, Mn 55379

• Answered and directed all phone calls• Assembled all new hire packets• Scheduled travel for all sales people while travelling• Coordinated time off requests and tracking PTO for all employees• Performed administrative tasks such as copying, filing, memos, and greeting clients• Created administrative forms such as fax forms, out of office requests, and phone lists• Entered sales orders into CRM and MAS90• Created sales expense reports through Microsoft Excel