Summer Putman Email & Phone Number

Austin, Tx, Us

First year accomplishments:- Worked on and cross trained team members on fund transfer process.- Collaborated with legal department and external business partners to implement residual fund transfer process. Second year accomplishments:- Partnered with engineers to automate workflows, reducing manual effort by 50 hours monthly.- Standardized domain knowledge across three teams through the creation of 40 SOP documents. - Partnered with legal department to ensure regulatory compliance and published documentation in Confluence.

- Managed clients’ health care plans, servicing more than a million participants. Coordinated between technical teams and external partners to drive efficient, timely, and accurate claims administration. - Improved client resolution time by 22%, closing a monthly average of 120 Salesforce tickets, resulting in 100% client retention and 9.8/10 client satisfaction score. - Owned all operational tasks for clients within book of business, including plan design and pricing implementation, data transfer and eligibility setups, and custom process setups. - Researched upcoming legislative changes impacting private insurance and Medicare, advised clients on necessary compliance adjustments. Communicated legal updates to participants through email and mail. - Presented upcoming plan changes to participants, holding presentations and Q&A sessions weekly throughout open enrollment. Designed promotional flyers, emails, and webpages to increase attendants and enrollment rates. - Completed complex data requests identifying ad hoc populations requiring corrections due to plan code errors.

San Antonio, Texas Metropolitan Area

- Maintained website updates and designed book for publication. - Led conversion to digital files and cloud based sharing. - Assisted with CEO’s TV morning show appearances

Tulsa, Oklahoma Area

- Became Subject Matter Expert on the Content Management System working to troubleshoot internal solutions - Taught classes on the CMS in group and one-on-one settings - Customized and managed individual subdomains for 600 agents - Built Squarespace sites for partnered home builders - Increased ad views by 20% through optimizing Google Search Ad campaigns - Worked on multiple projects and objectives daily while remaining organized and meeting deadlines

Tulsa, Oklahoma Area

Launched and managed the marketing department, leading to consistent higher quality leads and increased brandrecognitionSupervised and outlined the social media strategy, brand image, and content creationDesigned and built two WordPress websites, while managing a thirdCoordinated and managed large non-profit fundraising eventsLed the marketing and design for two new startups

Tulsa, Oklahoma

Created daily branded content for company social media profilesManaged reception and busy phone lines in a fast-pacedReceived promotion to create marketing department

Lubbock, Texas Area

Directed a team of four peers throughout a semester long projectDesigned, executed, and analyzed research on nonprofit donationsBuilt a comprehensive campaign to increase impact of a local nonprofitProvided detailed, honest, and constructive feedback to teammatesProject culminated in a 130 page book and 20 minute presentation

Lubbock, Texas

Designed digital and print marketing materials for hospitality servicesGenerated social media attention for special campus eventsAssisted department head in planning department events

Coordinated field sales team’s needs and requests with home officeBuilt and organized hundreds of quotes each monthAssisted customers with questions over live chat and phoneScheduled travel needs for team members for conferences

Seattle, Wa

Created marketing materials and handled social media accountsImplemented comprehensive remodeling projectAssisted owner with scheduling, organizing, planning