Kelly Haley Email & Phone Number

• Assisted office operations in a real estate investment business environment.
• Processed accounts payable and managed company bookkeeping with extensive data entry
• Scheduled housing inspections and coordinated vendors for over 25 properties
• Maintained vendors certificate of insurance and managed database for annual audit
• Facilitated monthly direct mail marketing campaigns of over 15,000 to acquire properties for investment
• Examined over 100 probates weekly to acquire data to reach target market

Mendota Heights, Minnesota, United States

Managed client’s insurance and investments accounts while coordinating business operations and procedures to facilitate organizational effectiveness and efficiency.- Developed and managed complex client service documentation and support- Identified issues with prior broker agency and facilitated switch to a responsive and client focused agency- Recommended.

Responsible for managing insurance underwriting, service requests and critical communication with clients and underwriters. Assist Vice President of Insurance to facilitate the operation of the insurance department.- Improved underwriting case management using existing technology- Facilitated underwriting requirements and discussions with underwriters for.

• Conduct beauty demonstrations and provide product samples to induce sales. Determine customers needs and provide education to cultivate a great relationship for current and future sales.
• Handled various cosmetics supplies
• Maintained inventory and distribution
• Developed and enriched customer relationships by effectively handling various client service requests

Trusted with coordination of office operations and procedures to facilitate organizational effectiveness and efficiency⮚ Coordinated agency meetings and made travel arrangements for agency executives⮚ Assisted Human Resources in hiring and onboarding insurance representatives and clerical personnel⮚ Processed payroll and commissions, handled taxes.

Edina, Minnesota, United States