Nancy Gordon Email & Phone Number

Hunt Valley, Maryland, United States

Timonium, MD

Developed close relationships assisting clients with life, disability and long-term care insurance placement. Managed over 40 emails per day as liaison between clients and underwriters communicating throughout application process, while keeping financial advisors up-to-date with status and approvals via SalesForce.Successfully exceeded annual insurance.

Baltimore, MD

Coordinated and completed all investment account and insurance policy paperwork on behalf of clients. Acted as liaison between clients, insurance companies and brokerage firms for ongoing policy service changes, as needed.Provided excellent customer care by responding to over 40 customer requests daily, effectively answering questions and inquiries related.

Hunt Valley

Supported financial advisor with calendar management scheduling client reviews via Outlook.Assisted clients with account related transactions including opening new investment accounts, investment allocation and insurance applications. Effectively responded to over 30 daily customer inquiries via telephone and email. Prepared annual review reports including.

Hunt Valley, MD

Managed customer inquiries regarding office technology solutions in a fast-paced environment.Supported sales team with prepared proposals, purchase orders and custom invoices. Created system generated reports to track status of orders and report monthly sales.Assisted Project Manager on occasional complex office technology product delivery installations.

Baltimore, Maryland, United States

Built and deployed operational procedures and administrative systems to support business needs. Created marketing programs through targeted mailings and participated in trade shows to boost awareness and capture customer business. Reconciled daily sales and financial reports in QuickBooks.

Baltimore, MD

Supported financial advisor in attracting a great number of new clients by arranging introductory meetings through systematic marketing strategy researching and preparing relevant feed lists for advisor review meetings to obtain referrals. Once referrals were obtained, utilized effective phone and email marketing language to schedule introductory meetings.