Kelli Grosshans Email & Phone Number

Waverly, Ne, Us

Waverly, Ne

This company began as a hobby and has continued to grow since its inception. I am a one-person business and enjoy creating items that make my customers excited. I am responsible for all aspects of my business and am dedicated to providing high-quality items and impeccable customer service.

Lincoln, Nebraska Area

As a virtual assistant, I provide world-class administrative support to my clients.Clients with whom I have worked include a real estate appraiser, the Chief of Staff at a not-for-profit credit union, a two-person law firm specializing in workers' compensation, personal injury, and Social Security disability, and a fractional CFO.

As a transcriptionist, I listen to and transcribe audio files assigned to me, ensure accuracy, and return the completed transcripts on a timely basis.

Lincoln, Nebraska Area

Working as an Admissions Representative, I was one of the first contacts that patients had with our hospital. My responsibilities included greeting patients and family members; admitting patients for surgery in a timely, professional, and accurate manner; answering phone calls and routing them to the appropriate person; and directing visitors to the appropriate location in our facility.One project in which I was instrumental was getting the Admissions staff involved in helping the Medical Records department with cross-checking archived patient files to ensure they had been scanned and stored electronically.

In this role, I served as a virtual assistant and Associate Financial Representative for a financial advisor. I was a licensed life and health insurance agent and worked with the advisor and his clients throughout the initial sales process and the subsequent customer service aspects. My duties included preparing presentations; maintaining complete and accurate notes in our CRM system; completing, reviewing for accuracy, and submitting applications; working with underwriters to ensure requirements were submitted on a timely basis; fielding client phone calls and questions; and working with Home Office staff to solve customer service needs.

This position allowed me to provide administrative support to three different Managing Directors, including their sales, client service, and supervisory activities. I was licensed for life and health insurance and held Series 6 and 63 registrations. I also served as the office manager, overseeing office operations, maintenance of facilities and equipment, and coordinating multiple office build-outs and moves. I also assisted with hiring, training, and supervision of members of support staff team members.Another part of my responsibilities was to monitor and enforce compliance regulations, maintain required books and records, and advise representatives and staff with regard to compliant procedures.Contract, license, and registration activities were also my responsibility. This included working with new financial representatives and interns to ensure the completion of all contracting requirements, coordinating financial representatives' nonresident licensing, and overseeing the completion of securities registration and continuing education requirements.Additionally, I was responsible for setting up and rebuilding computers for new financial representatives and troubleshooting and providing support for technology-related problems.