• Utilize Outlook, Excel, Word, and databases to organize and enter information, send emails, reply to texts, and to research any additional information that might be needed for a project.• Consult with owners and human resource managers on projects.

Sold Medicare products over the phone, analyzing client needs and providing solutions.

• Established and maintained relationship with clients.• Brought subject-matter experts from the organization into client relationship as needed to address specific issues / projects.• Maintained documentation regarding client activity.• Acted as project manager / coordinator for all client projects including annual open enrollment.• Participated with and coordinated with other departments regarding client specific issues including billing/collections.• Used Salesforce, Jabber, Teams, and Five9.

• Assisted companies with various multi-level questions concerning Health Care Reform, compliance, Human Resources, and more, referring difficult or incompletely defined regulations to legal counsel.• Reviewed client renewals, produced benchmarking comparisons, and analyzed rates for all lines of coverage. Maintained positive relationship with client decision-makers.• Created presentations, conducted and assisted in open enrollment meetings, and helped clients implement new benefits and programs.

• Assisted two agencies with administration.• Performed analysis primarily using Excel and used various HRIS solutions.

Substituted (usually in Math and Science) at Newtown Middle School and Newtown High School, Newtown, CT in 2012-2013.

• Assisted clients in providing analysis at renewal time and answering questions on group health insurance including COBRA, healthcare reform, benefits, rates and more.• Worked to keep customer retention rate at an average of 97%.• Worked with medium to larger groups (150-5,000 EEs), assisting Senior Account Managers with $1M+ books of business for 3 years.• Sent RFPs to carriers, coordinated results, and used Excel and PowerPoint to create presentations for clients.• Worked with reps from Aflac, Mutual of Omaha, Unum and other carriers to provide opportunities for our clients to round out voluntary insurance offerings.• Presented at employee enrollment meetings and annual renewal meetings.• Promoted with significant raises twice, helped in establishing and raising the bar of support staff.

• Served the denomination and WordAction Publishing Company by leading as an Associate Editor for children’s programs and products including Caravan, Elementary Children’s Church, and Children’s Quizzing.• Managed Excel lists, edited databases and queries, assisted with the coordination of large events, managed web content, and wrote and edited materials for publication.• My “customers” were denominational Children’s Ministries program directors in the US and Canada (82 districts) and other leaders across the globe.

• Provided full-time administrative and ministerial support to a mid-size congregation.• Led administrative and ministry volunteers and headed office duties and outreach.

• Managed the administrative needs of the Regional Office.• Hired, fired, and trained assistants and 4 telemarketers.• Managed pivot tables in Excel to produce reports for VP of Sales.• Managed the move of the office from Quincy to Waltham, managed monthly forecasts and prospect base reports on Excel, assisted Account Executives in every stage of the sales process (including RFPs and contracts), and assisted the CEO, President, CFO, and others.