SUMMARYWork cross-functionally in a dynamic growth-oriented environment. Exercise independent judgment and analysis in determining the best method(s) to resolve issues and ensure client loyalty and satisfaction. Champion creative problem solving and test new ideas with internal stakeholders. Steer new projects to completion.RESPONSIBILITIES/ACCOMPLISHMENTS• Develop and implement process improvements and knowledge base to drive company growth and efficiency. • Consistently… Show more SUMMARYWork cross-functionally in a dynamic growth-oriented environment. Exercise independent judgment and analysis in determining the best method(s) to resolve issues and ensure client loyalty and satisfaction. Champion creative problem solving and test new ideas with internal stakeholders. Steer new projects to completion.RESPONSIBILITIES/ACCOMPLISHMENTS• Develop and implement process improvements and knowledge base to drive company growth and efficiency. • Consistently and effectively manage new inquiries and current cases. Handle client communications and requests. Proactively follow-up on case-related tasks to ensure a well-organized and thoughtful approach to case management.• Reduced the average age of Accounts Receivable by 73.7%. Initiate invoice payment method upgrade. Oversee implementation, marketing, and increase client adoption rate. • Provide timely resolution of accounting related requests and issues. Analyze and report company invoice payments, receivables, and results of client surveys.• Onboard employee and contractor new hires. Develop and implement training schedules.• Ensure successful execution of client service requests. Document client information, activities, and interactions within CRM platform.• Identify problems and offer alternative solutions and/or courses of action based on available resources. Show less

SUMMARYCreated, implemented, and improved upon administrative processes for more efficient workflow. Developed important relationships and rapport with clients. Informed clients of estimated timeline to next stage of the process through regular contact. Streamlined procedures. Ensured high level of accuracy and continuity in all work.RESPONSIBILITIES• Increased productivity by designing and recommending strategies for process efficiency. Created templates. Originated… Show more SUMMARYCreated, implemented, and improved upon administrative processes for more efficient workflow. Developed important relationships and rapport with clients. Informed clients of estimated timeline to next stage of the process through regular contact. Streamlined procedures. Ensured high level of accuracy and continuity in all work.RESPONSIBILITIES• Increased productivity by designing and recommending strategies for process efficiency. Created templates. Originated correspondence, memos, and spreadsheets. Provided support in updating, revising, and rewriting legal documents. • Organized case summaries, comprehensive records, and additional materials as needed. Anticipated and resolved problems.• Directed all administrative aspects of Personal Injury (PI), Wills, Trusts, and Estate Planning, and Social Security Disability (SSD) case development. Prepared appropriate documents with and for claimants through the practice area cycle. • Structured legal files and databases. Monitored calendars, met deadlines, and documented actions. Input information into case management software. Show less

Initiated communication to candidates eligible for career transition program through outbound calls and emails. Described resources and options specific to program level and client. Provided individual program parameters and explained how to get started. Assessed and identified special needs and circumstances influencing the engagement decision. Partnered with management and sales team to convey issues, research needs, or offer resolution. Accurately documented outreach efforts in proprietary… Show more Initiated communication to candidates eligible for career transition program through outbound calls and emails. Described resources and options specific to program level and client. Provided individual program parameters and explained how to get started. Assessed and identified special needs and circumstances influencing the engagement decision. Partnered with management and sales team to convey issues, research needs, or offer resolution. Accurately documented outreach efforts in proprietary CRM database. Completed multi-step process to fully engage candidates or identify next contact. Adhered to company protocol and procedures. Show less

SUMMARY Directed all administrative aspects of Social Security Disability (SSD) case development. Created and implemented multiple interactive documents to improve efficiencies and process flow for all staff. Developed important relationships and rapport with clients. Maintained regular contact with people involved in the case. Informed clients of estimated timeline to next stage of the process. RESPONSIBILITIES/ACCOMPLISHMENTS • Kept cases organized by establishing and managing… Show more SUMMARY Directed all administrative aspects of Social Security Disability (SSD) case development. Created and implemented multiple interactive documents to improve efficiencies and process flow for all staff. Developed important relationships and rapport with clients. Maintained regular contact with people involved in the case. Informed clients of estimated timeline to next stage of the process. RESPONSIBILITIES/ACCOMPLISHMENTS • Kept cases organized by establishing and managing new and ongoing files. Monitored calendars, met deadlines, and documented actions. Input information into case management software.• Prepared appropriate disability documents with and for claimants through the entire SSD claim cycle. Organized case summaries, comprehensive records, and additional materials for hearings.• Increased productivity by designing and recommending strategies for process efficiency. Created templates. Organized legal files and databases. Originated correspondence, memos, and spreadsheets. Provided support in updating, revising, and rewriting legal documents. Show less

SUMMARY Reliably managed aggressive project schedules within time constraints. Identified, conducted, supervised, and directed multiple projects simultaneously that required use of best practices, good judgment, and efficiency. Facilitated content enrichment and functional strengthening of ongoing internal and client communications. Ensured high level of accuracy and continuity in all work. RESPONSIBILITIES/ACCOMPLISHMENTS • Shaped and outlined branding standards and style… Show more SUMMARY Reliably managed aggressive project schedules within time constraints. Identified, conducted, supervised, and directed multiple projects simultaneously that required use of best practices, good judgment, and efficiency. Facilitated content enrichment and functional strengthening of ongoing internal and client communications. Ensured high level of accuracy and continuity in all work. RESPONSIBILITIES/ACCOMPLISHMENTS • Shaped and outlined branding standards and style guides to promote consistency of company communications through logo usage rules, business papers, forms, and related media. Built brand identity. • Developed, coordinated, and administered communications initiatives. Researched, produced, and proofed copy for compliance related client notifications, marketing materials, guidebooks, forms, and reports. • Successfully planned and executed multi-faceted communication campaigns. Utilized most efficient channels to effectively reach target audiences. Acted as primary liaison to all cross-functional subject matter experts. Show less

SUMMARY Formulated targeted communications for Licensing Department, including web page/application development and maintenance on Primerica Online (POL), the company’s intranet website. Established marketing plans and strategic direction for Licensing & Education (L&E) tab on POL. Instituted editorial standards. RESPONSIBILITIES/ACCOMPLISHMENTS • Controlled and tracked project performance, time allocations, and quality by constantly evaluating project progress and conducting… Show more SUMMARY Formulated targeted communications for Licensing Department, including web page/application development and maintenance on Primerica Online (POL), the company’s intranet website. Established marketing plans and strategic direction for Licensing & Education (L&E) tab on POL. Instituted editorial standards. RESPONSIBILITIES/ACCOMPLISHMENTS • Controlled and tracked project performance, time allocations, and quality by constantly evaluating project progress and conducting regular team status meetings.• Significantly expanded and advanced online resources and direction for pre-licensing, licensing, and maintaining licenses to over 100,000 Primerica recruits and field representatives.• Conceptualized and launched Recruit Manager content to support emergent recruiting and retention strategies, resulting in reduced recruit time-in-process in getting the initial life license.• Standardized bulletin and html page templates to convey information clearly and concisely. Reduced time-in-process for field force to obtain and retain licenses and avoided potential revocation/suspension. • Resolved project issues by providing status updates. Promoted continuous improvement by conducting, documenting and sharing lessons learned. • Structured various projects into a sequence of phases. Scheduled a logical flow of results from requirements to execution. Methodically integrated testing & assessment into wide-ranging plans. • Recognized need for, and proactively upgraded, POL Content Review process flow. Devised a comprehensive tracking system detailing all facets of the project cycle. • Formed systems and simplified procedures manuals for fundamental processes. Provided easier opportunities for cross-training and saved time in training for new hires. • Range of responsibilities included supervision/mentoring of Communications, Projects, Self-Assessment, Continuity of Business, Audit, Call Center and Paralegal teams composed of managers and staff. Show less