Answer all incoming calls and direct as needed. During our busy season this will be 200 calls per day.Trouble shoot customer service issues and advance to managers as needed. Assist sales agents in looking up and verifying clients Medicare and Medicaid coverage. Log all inbound voicemail and direct to them to the person who is needed. On average the number of voicemails is 300 per day. Look up client information for our sales agents to verify if they are on Medicare or Medicaid. There are roughly 1000 requests per day that are split between 2 people as they come in. I also retrieved and dispersed voice mail messages for the general mailbox average day would be roughly 300 messages per day.

Ensure volunteers that work in our office are scheduled for various projects to their abilities. This can involve 1-10 volunteers on a daily basis. Maintain a professional relationship with our All Volunteer Chapters (10 fully staffed chapters as well as over 50 organizations and volunteers who have events that support Sunshine Foundation. volunteers who all over the country and provide support to them. (creating flyers, posters, press release for the area the event is in, create a social media presence for the event. Create Quarterly Newsletter that is distributed via bulk mail and digital format. This is a 12 page mailing that tells the story of Sunshine Foundation and the families we help as well as ways to help us. We send 4 thousand pieces of mail and 8 thousand via email in total to our sponsors. Update our Social Media accounts (LinkedIn, Facebook, Instagram)Manage a variety of events that benefit Sunshine Foundation (RunWalkBark4Dreams, Volunteer Celebration). I make sure that the event is staffed by volunteers and that we have what is needed for that event such as chairs, tents, brochures.Compose Press Releases for all charity events that we are involved in nationally and release to the media outlets the event is taking place in.

Provide support to Mr. Schappell and his partners by making sure they were prepared with needed forms and documents for their client meetings. Following the meetings process all forms to ensure the needs of the clients are met. The number of agents working with SFG varied from 1-8 over the time I was employed. Handled all client requests, questions, and concerns in a professional, courteous and timely manner. I answered all incoming calls and processed all the mail. Requests from clients could be anything from changing their address to filing a death claim on a life insurance policy.Responsible for making all files digital in an effort for our firm to become paperless. Backup the digital files on a second location for computer safety. Developed an annual performance review system for top clients. Utilized Salesforce to track client interactions and proactively contact clients on a regular basis.Responsible for advisor licenses and appointments.

Manage calendar for President of the company as well as Office Manager and Sales person assuring time was managed well and all needs were met by both clients and managementCreated quarterly asset reports for clients and scheduled one on one meetings with their advisors to review strategy for retirement planning. Processed all incoming and outgoing correspondences for compliance purposesMaintained the postage machine and all postal supplies including processing payments to the USPS Greeted all guests and answered all incoming calls in a friendly and professional manner on both main office line and private lines as neededOrganized and hosted seminars for the management team in our office

Supported President and two Financial Advisor prioritizing the needs of the office Process all incoming and outgoing client forms and ensuring that everything was accurate and processed in a timely mannerOrganized and managed various seminars and client appreciation events during off work hoursManaged calendar for owner and gently reminding him of the days agenda Processed payroll for office that included tracking PTO and transferring funds to the correct accountCalculated commissions for financial advisors in the office and tracked bonus programs for the teamArrange travel for President as needed ensuring he got to and from as economically as possible Processed all Accounts Payable/Receivables for the office needs as well as some personal needs for the owner

Supported VP Sales for North East Division and Branch Office Manager. Managed calendar for Vice President ensuring he was on time and prepared for each meeting.Made travel arrangements for staff by coordinating with private travel agent.Submitted expense reports and tracked PTO and employee reviews to proper manager for approval. Maintained various compliance files for office and assisted in annual audits. Assisted in recruiting new financial advisors for firm, schedule interview, pre-screen and orientation.

Support Branch Office Manager and three Financial Advisors directly. Maintain compliance records for office. Assist in all internal and external audits. Maintain a log of all securities and annuities in office. Set up and coordinate seminars and meetings for sales staff. Responsible for departmental banking. Track and follow up on client correspondence.Track IRA withdraws and deposits. Order office supplies and maintain office equipment.