Katie Smith Email & Phone Number

Since 1998, Businessolver has delivered market-changing benefits administration technology supported by an intrinsic responsiveness to client needs. It creates client programs that maximize benefit program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefit selections. Founded by HR professionals, Businessolver’s unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight.

Andover, Massachusetts

• Provided comprehensive support to VP of Sales, SVP of Strategic Accounts, SVP of Physician Sales and Marketing, and VP of Operations with a demonstrated ability to improvise, improve procedures, and meeting deadlines.• Managed executive's work calendars and scheduled appointments, meetings, and travel.• Managed external contacts for executives and kept track of periodic communication needed for priority contacts.• Produced accurate office files, update spreadsheets and craft presentations to support executives and boost team efficiency.• Prepared presentations, materials, and documentation for use by executives in meetings and engagements.• Composed internal memos and external correspondence for senior management and review all documentation to eliminate errors.• Processed weekly travel expenses, reimbursements, and timecards for executives and approved expenses and timecards for executives’ direct reports.• Assisted with onboarding of new hires (i.e., training, orientation, scheduling of training/introductory meetings, travel coordination, IT requests, etc.).• Coordinated successful conferences, including associated travel for all speakers and attendees, facilities, and support services.• Organized successful incentive trips for top performing team members.

Andover, Ma

• Provided comprehensive support to CEO with a demonstrated ability to improvise, improve procedures, and meeting deadlines.• Managed CEO’s work calendar and scheduled all appointments, meetings, and travel.• Produced accurate office files, update spreadsheets and craft presentations to support executive and boost team efficiency.• Prepared presentations, materials, and documentation for use by executives in meetings and engagements• Composed internal memos and external correspondences and review all documentation to eliminate errors.• Booked travel and processed travel expenses for CEO as needed.• Oversaw all customer contract renewals.

Newburyport, Ma

• Executed customer transactions, including deposits, withdrawals, money orders and checks for 20+ customers each day.• Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.• Monitored customer behaviors and upheld strict protocols to prevent theft of assets.• Promoted products or services to each customer to consistently achieve sales targets.• Upheld strict financial controls by keeping funds secure and accurately transferring monies.

Haverhill, Ma

• Supervised 15+ employees.• Maintained product and service consistency and quality.• Sought to increase sales while monitoring operations to ensure efficiency.• Controlled operational procedures: opening and closing, handing cash flow, marketing strategies, etc.