Lisa Mancl

Lisa Mancl Email and Phone Number

New Accounts Manager @ Elite Retirement Group Inc.
Wisconsin Rapids, WI, US
Lisa Mancl's Location
Wisconsin Rapids, Wisconsin, United States, United States
Lisa Mancl's Contact Details

Lisa Mancl work email

Lisa Mancl personal email

n/a
About Lisa Mancl

Lisa Mancl is a New Accounts Manager at Elite Retirement Group Inc.. She possess expertise in microsoft excel, customer service, office management, microsoft word, outlook and 10 more skills.

Lisa Mancl's Current Company Details
Elite Retirement Group Inc.

Elite Retirement Group Inc.

View
New Accounts Manager
Wisconsin Rapids, WI, US
Website:
woodtrust.com
Employees:
56
Lisa Mancl Work Experience Details
  • Elite Retirement Group Inc.
    New Accounts Manager
    Elite Retirement Group Inc.
    Wisconsin Rapids, Wi, Us
  • Woodtrust
    Retirement Plans Benefit Processor
    Woodtrust Oct 2016 - Present
  • Jo-Ann Stores, Llc.
    Education Coordinator
    Jo-Ann Stores, Llc. Jan 2012 - Oct 2016
    1150 Meridian Drive, Plover, Wi 54467
    • Manage classroom schedules and course catalogs.• Organize supplies and classroom.• Process independent contractor payments.• Cash Register• Customer Assistance
  • Jewell Associates Engineers, Inc, (Jewell)
    Executive Administrative Assistant
    Jewell Associates Engineers, Inc, (Jewell) Oct 2010 - Oct 2016
    310 East Jackson Street, Wisconsin Rapids, Wi 54494
    • Answer and forward phone calls.• Process incoming and outgoing mail.• Research and locate opportunities for project bids.• Word, Excel, Power Point, Outlook.• Design, print, and assemble marketing brochures and packets.• Field work as assigned.
  • Central Wisconsin Counseling Associates
    Front Office Coordinator
    Central Wisconsin Counseling Associates Apr 2007 - Aug 2009
    320 West Grand Avenue, Wisconsin Rapids, Wi 54495
    • Greet clients, answer telephone, schedule appointments for multiple psychotherapists with various schedules• Daily billing to insurance companies and follow-up with unpaid claims• Process incoming insurance payments• Print and mail client statements monthly and process client payments daily.• Type letters, handle medical record requests, mail welcome packets and file intake paperwork.• Medical Assistance billing, verifications and prior authorizations
  • Ameriprise Financial Services, Inc.
    Receptionist And Marketing
    Ameriprise Financial Services, Inc. Mar 2005 - Aug 2006
    Wisconsin Rapids, Wi
    • Greeted clients, answered telephone, scheduled appointments for two advisors, and performed general office duties including filing, faxing, copying, and typing• Coordinated the mailing of appointment reminders, review letters, greeting cards, and marketing letters• Planned and organized parties, dinners, and client appreciation events for 20 – 400 clients
  • Edward Jones
    Senior Branch Office Administrator
    Edward Jones Mar 1995 - Jun 2003
    Wisconsin Rapids, Wi
    • Handled all administrative tasks including customer service, problem solving, new account setup, account updates, IRA applications, and portfolio maintenance• Managed office supplies and equipment• Answered telephones, scheduled appointments, and provided stock quotes• Promoted to Senior Branch Office Administrator and invited to join the firm as a limited partner

Lisa Mancl Skills

Microsoft Excel Customer Service Office Management Microsoft Word Outlook Multi Line Phone Event Planning Bookkeeping Payroll Accounts Payable Accounts Receivable Appointment Scheduling Databases Invoicing Health Insurance

Lisa Mancl Education Details

  • Lincoln High School
    Lincoln High School
    3.75

Frequently Asked Questions about Lisa Mancl

What company does Lisa Mancl work for?

Lisa Mancl works for Elite Retirement Group Inc.

What is Lisa Mancl's role at the current company?

Lisa Mancl's current role is New Accounts Manager.

What is Lisa Mancl's email address?

Lisa Mancl's email address is li****@****ust.com

What schools did Lisa Mancl attend?

Lisa Mancl attended Lincoln High School.

What skills is Lisa Mancl known for?

Lisa Mancl has skills like Microsoft Excel, Customer Service, Office Management, Microsoft Word, Outlook, Multi Line Phone, Event Planning, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Appointment Scheduling.

Who are Lisa Mancl's colleagues?

Lisa Mancl's colleagues are Cynthia B., Sherry Evenson, Deb Ott, Brian Nickel, Mike Glodosky, Susan Morey, Seth Pavlovich.

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