Peggy M. Email and Phone Number

• Supported Sr. Vice President and 4 Vice Presidents as follows: calendar management, travel arrangements, expense processing and presentation creation. Managed all facets of new-hire onboarding, including procurement of computer equipment, specialized software, security access, systems training and scheduling meet & greets with peers and executives. • As People Solutions Business Partner Team Coordinator to 30 team members, planned and executed all portions of annual “PSBP All-Team Meeting,” including budget creation, venue selection, hotel reservations, catering, transportation, specialized team events, audio/visual set- up, onsite management of entire meeting and post-meeting expense processing and financial reconciliation.• Assisted PSBPs with resolving customer service issues with team members, doctors, hospitals and patients, allowing PSBPs to concentrate on their most pressing tasks.• Assigned as Project Manager in charge of sorting through 100s of confidential HR files from storage, determining their disposition according to corporate retention policy. Boxed up files and labeled for shipment to other locations. • Scheduled and oversaw the clean-out of offices and secure departure of the building for all People Solutions team members (~80 people) over a 2-month period. • Developed Change Healthcare Nashville Tickets Program guidelines and designed all correspondence and forms used in management of the program, which included all venues and sports teams with which Change Healthcare held a contract or seat license. These included the Nashville Predators hockey team and all events held at Bridgestone Arena, the Tennessee Titans and Dallas Cowboys football teams and the Nashville Soccer Club. Created monthly survey sent to ~1K team members. Chose winners at random and issued tickets electronically to ~200 employees per month.

Supported President and 7 Financial Agents as follows: managed calendars, phone calls, mail and UPS shipments. Welcomed clients and ensured their comfort while in the office. Managed all facets of company events, including client seminars, Annual Sales Meeting, Annual Client Appreciation Event and Annual Holiday Celebration. Ordered all supplies, initiated work order repair requests and negotiated vendor contracts. Assisted in recruiting/vetting new agents and once hired, managed all onboarding (office setup, phones, computers, software, building access, etc.). Maintained company website. Designed letterhead, event invitations, business cards and forms.• Submitted new business online for all agents using Docupace software, including life insurance applications and investment/retirement applications and supporting documentation. Managed client policy statements, correspondence and change requests through different company- specific software programs. • Ordered and maintained inventory for all marketing and sales collateral provided by the home office.• Developed insurance, long-term care and investment presentations in PowerPoint and assisted in IT setup during events.

Provided administrative support (scheduled/planned/executed all facets of internal/external meetings, customer visits and events; scheduled domestic/international travel arrangements and prepared expense reports; generated correspondence, meeting presentations and Board presentations; and participated in coordination of staff events) on behalf of the President and CEO, as well as five Vice Presidents and numerous EWI Associates.

Provided administrative support to the VP, eight directors and seventy staff members and backup support to the National Accounts Senior Vice President and five additional Vice Presidents from other divisions.Assumed sole responsibility for the successful planning/execution of yearly spring and fall events for 70 staff members, boosting morale and fostering employer appreciation.

Ensured customer satisfaction and retention by serving as the primary contact for a designated group of employers at one of central Ohio’s largest managed care organizations (MCOs) processing workers’ compensation claims.