Specializes in client service and supporting the financial representative as he focuses on building his practice and client relationships. Ensures the continuation of an efficient, effective, and organized office. Serves as a liaison between the network office and home office, financial representative, and clients.

find • design • consign : vintage furniture & decor

Managed the workflow of print and digital marketing projects in relation to the project verification team’s workload and maintained deadlines and solved issues that affected the editing process. Trained new team members and mentored current direct reports for continued growth.

Reviewed key stages of print, digital and high profile projects to ensure the accuracy of offers, disclaimers and formats. Created process documentation for new projects that were assigned to the team. Acted as resource expert on these guides to not only verify accuracy of projects but also trained others within the department on correct usage.

Edited all printed marketing projects to ensure accurate offers, disclaimers and formats were communicated. Verified and approved projects at key stages against all pertinent guides & documentation.

Planned and scheduled focus groups, contributed to client presentations and findings reports, maintained and added to participant database, created promotional pieces and events, created templates for reports, proofread all reports and presentations, worked with many of the agency’s clients, including Dove, Revlon, Allstate and Palermo’s Pizza.

Developed marketing skills while working on multiple projects for a variety of the agency’s clients, including Northwestern Mutual Financial Network and Club Car. Projects included direct mail communication, customer service, telemarketing, website testing and media research.

Maintained successful guest loyalty program, created menu and newsletter layouts, conducted media research and updated the press library.

Greeted guests, answered and directed calls, created listing and offer packets, ordered supplies and forms, scheduled appointments.