Identify potential clients by utilizing LinkedIn and other internal resources to broaden search. Maintain efficiency in the client management process from meeting the client, presenting solutions, and delivering insurance/investment policies. -Managed daily operations through compiling sales materials, properly onboard clients through collecting vital information and generating financial scenarios and conducting retirement planning analysis. -Collaborate with financial advisor… Show more Identify potential clients by utilizing LinkedIn and other internal resources to broaden search. Maintain efficiency in the client management process from meeting the client, presenting solutions, and delivering insurance/investment policies. -Managed daily operations through compiling sales materials, properly onboard clients through collecting vital information and generating financial scenarios and conducting retirement planning analysis. -Collaborate with financial advisor for best approach in helping clients with debt management, strategize in best way to maximize their current 401K or other retirement accounts. -Create PPA and PX Plan to educate clients in the best approach for insurance to better service their family and independent needs-Complete onboarding information for life, disability, annuity applications. Perform rollovers, mutual fund trades requests and establishing investment accounts. Show less

Prepare projects for on-time, within-budget, and contract-compliant project delivery by coordinating between manufacturers, executive partners, and customers. Strategically develop action plans for each project after assessing costs.

-Manage and support 90+ employees, monitor superintendents in the field, on board new employees, set up their workstations and assist/ support VP of Operations.-Supervise and train reception staff.-Troubleshoot and resolve tier 1 IT issues.-Audit internal electronics, monitor and update reports of equipment/ machinery used in the field.-Handle safety related claims and monitor/ report incidents.-Organize inventory and expense reports and re-organize server files as… Show more -Manage and support 90+ employees, monitor superintendents in the field, on board new employees, set up their workstations and assist/ support VP of Operations.-Supervise and train reception staff.-Troubleshoot and resolve tier 1 IT issues.-Audit internal electronics, monitor and update reports of equipment/ machinery used in the field.-Handle safety related claims and monitor/ report incidents.-Organize inventory and expense reports and re-organize server files as needed.-Creates company monthly news letter.-Manage and verify multiple sub contractor qualification forms, accurately obtain missing information for the approval process. -Uploads, create and update documents, forms, meeting agenda, and meeting minutes.-Schedule formal and informal meetings with vendors for luncheons and other social events. Show less