Karla Venegas Email & Phone Number

Chicago, Il, Us

Greater Chicago Area

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Illinois, Texas, Indiana and Minnesota. I offer a variety of products and services that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Contact me with any questions or concerns you may have. I can also help you fully analyze your needs and recommend appropriate solutions specializing in the products and services I offer.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Greater Chicago Area

• Solely responsible for developing all aspects of the new Returning Veterans liaison role, aiding in program enrollment of 450 Chicagoland underserved Veterans for the fiscal year, targeting post 9/11 veterans• Provides direct case management services to at-risk homeless Veterans, creating an individualized service plan for each client to ultimately obtain self-sufficiency, including extended financial budgeting services• Developed monthly strategic recruitment plan to meaningfully engage recently returned veterans through community events and social media outlets - to include production of all polices, procedures and guidelines• Proposed, created and administers all content for the veteran services’ Facebook page, which includes daily social media engagement of veterans and community supporters• Recognized and chosen by senior leadership to represent the organization through various community outreach events, including the Women Veterans Symposium panel at the Chicago Union League Club and the VOA Senior Leadership National Conference

Evanston, Il

• Reconciled daily finance balancing reports for the store location, solely responsible for the cash security safe containing more than $25,000, and directly inputting all data into Kronos system• Verified cashier lane-accountability for any financial discrepancies and reported any issues to the regional accounting department and led all channels of communication between Customer Service managers and cashiers to ensure all discrepancies were handled through the proper procedures• Scanned all payable invoices to the regional accounting department to ensure payment to store vendors and also maintained/filed all reconciled vendor invoices for quarterly inspections• Created tracking systems for all company metrics including balance sheets and reports; became proficient in Microsoft Office including Word, Excel, Outlook, PowerPoint and all web-based applications

Mannheim Area, Germany

• Established, maintained and ensured over 500 military personnel files and records were updated with no discrepancies through 28th Transportation Battalion, in support of deployment operations • Prepared and reviewed all organizational, high-priority documents regarding all administrative actions, supply requests and system-generated reports of military personnel accountability for the unit’s commanding officers• Directed all necessary strength management reports to proper chain of commands; maintained tracking responsibility of reported personnel status changes of over 1,000 service members• Executed superior organizational/technical skills needed in preparation of various administrative inspections; consistently passed all inspections without issue and led to personal recognition through various administrative awards of excellence• Personally recruited by the 51st Transportation Company’s Commanding Officer to deploy in support of Operations Iraqi Freedom as the unit’s administrative lead