Nancy Seitz Email & Phone Number

California, United States

Oakland, California

San Francisco Bay Area

• Managed and completed a variety of policy-related projects involving Excel pivot table data manipulation, mail merges, PowerPoint presentations, mass renewals, and cross platform policy updates.• Created accounts for new policyholders, and performed updates to existing policies that included risk additions, risk and policy cancellations, and premium adjustments.• Hosted a successful Microsoft Word mail merge seminar for the associate underwriting staff.Utilized several computer applications in managing and completing policy updates, including eOASIS and ImageRight.

San Francisco, Ca

● Coordinates activities for busy cardiac clinic call center including patient registration, phone calls and submitting prescription requests to physicians and nursing staff.● Demonstrates diplomacy and discretion in managing the confidential and sensitive patient information.● Utilizes several computer applications in managing and completing patient information, including the EPIC application.

San Francisco, Ca

HALL CAPITAL PARTNERS Executive Assistant to General Counsel and Chief Compliance OfficerHORSLEY BRIDGE PARTNERS Executive Assistant to Managing DirectorsDEAN BRADLEY OSBORNE LLCExecutive Assistant to Managing Partners● Scheduled and planned meetings including the preparation of agenda, presentation information, and reports.● Coordinated complex calendar schedules and kept executives apprised of all changes and the impact on information needed for meetings.● Partnered with the compliance department staff in organization and completion of projects related to meeting and reporting on compliance regulations.● Collaborated with directors in finance and human resources on sending K-1 forms to clients, updating client folders, and sending old files and documents offsite.● Served as first point of contact in greeting guests, clients, and company employees.● Performed domestic and international travel planning including processing business visas with foreign consulates.