Pam Jacobs Email & Phone Number

Boston, Massachusetts, United States

Jamaica Plain, Ma

• Responsible for accurate set up of new client accounts, ongoing maintenance of client information and full scale audit/clarification of all existing client profiles in a proprietary software program• Developed and implemented new processes for the collection and delivery of new client information as well as a detailed, multifaceted clarification plan for the audit of existing accounts• Worked with local and national sales teams and regional operations teams to acquire and clarify requisite information and verify client requirements for delivery of independent medical reviews• Collaborated with the IT Development team to develop programming enhancements to increase ease of use and access to critical specifications by customer service representatives and operations

Boston, Ma

 Worked with all departments to improve communication, processes and productivity Researched, devised and implemented company‐wide and department‐specific policies to promote quality, efficiency, and consistency to include practices such as new account transition,key control policies, accounting protocol policies and related forms Researched, assembled and analyzed data to prepare reports and spreadsheets on financial andorganizational performance Supervised Office Manager, Human Resources Coordinator and Administrative Assistants Provided problem solving and communication techniques coaching to staff, supervisors and department heads Attended and contributed to meetings of the Directors, Property Managers, Accounting and Sales & Marketing groups Created, ediedt, coordinated and disseminated corporate correspondence to staff, clients andvendors Participated in selection process of key personnel New employee IT setup, in‐house coordination of proprietary property management/clientcommunication software and DocStar scanning system, managed VoIP telephone system, resolved IT or issues or liased with IT consultant on advanced issues Coordinated training of new hires to headquarters Coordinated receipt of executed management contracts, initiated transition from previousmanagement company, set up and performed initial data entry upon receipt of information, briefedmanager on property specifications Provided recommendations to the President on a wide range of topics including office policydevelopment and implementation, personnel decisions and corporate spending Formalized protocol for 24 hour on‐call emergency services, coordinated with answeringservice to ensure adherence to protocol Assisted with real estate brokerage services: researched potential properties in MLS, corresponded with agents and clients, managed execution and delivery of time‐sensitivepaperwork Processed payroll in Director of Accounting’s absence

Boston, Ma

Managed key portfolio accounts: verbal and written communications, resolution of issues andresponse to inquiries, vendor coordination, full cycle financial oversight, special project andinsurance claim processing, management of on‐site door staff and residential superintendents Coordinated receipt of executed management contracts, initiate transition from previousmanagement company, set up and perform initial data entry upon receipt of information, briefmanager on property specifications Provided recommendations to the President on a wide range of topics including office policydevelopment and implementation and personnel decisions Researched, assembled and analyzed data to prepare reports and spreadsheets on financial andorganizational performance Maintained an evolving set of templates to create personalized management proposals for a variety of property types including condominiums, cooperatives, residential apartment buildings, single unit condominiums and estates Prepared management proposals, answered questions about services offered, coordinated receiptof executed contracts and start‐up information and performed data entry and set up for all newmanagement accounts Trained administrative assistants and office support staff Managed creation and organization of content for a comprehensive administrative assistanthandbook Provided training and general administration of the telephone system, troubleshoot basic ITquestions and issues Prepared and edited corporate and client correspondence, communications, and other documents Planned bi‐annual corporate events Processed payroll in Director of Accounting’s absence Managed the president’s calendar, appointment scheduling and travel arrangements Performed preliminary review of résumés of office and property management applicants andrecommended candidates to advance to the interview stage Assisted with reception duties; answered overflow main line calls, attended to walk‐in clients

Columbus, Ohio Area

Delaware, Oh

Delaware, Oh

Ba, Botany/ Microbiology, Humanities

Education record