*Manage Requests For Proposals (RFPs), supplemental questionnaires and any peripheral documentation necessary to provide a response, preparing presentation materials, requesting reports to supplement RFP responses with 100% timeliness on Local/Regional markets*Assist in organizing documents and information pertinent to send out the Notice of Sale on new and additional products sold*Provide administrative support to Sales and Service personnel including participating in the RFP process, managing due dates scheduling meetings and work with internal and external partners to coordinate responses for 7-9 Regional Market Account Executives in the Dallas and Denver offices*Closeout and report final sales in Salesforce, maintenance of office machinery, order and maintain marketing materials and office supplies, navigate internal systems to look up pertinent customer information and maintain notary license*Mentor Sales Coordinators new to the role, share knowledge of system intricacies and RFP components in the Private and Public Sector business and initiate updating training documentation for the Sales Coordinator role

*Promptly responded to member and customer inquiries*Educated customers on products and services and provided training on web services*Managed account reviews and analysis activities including contract renewals, rate increases and new location deployment*Created and managed customer databases including input requirements, report creation and ad hoc analysis

Seeking Executive Assistant or Sales Coordinator position in the Dallas area. Offering multiple years of successful office administration and customer account management experience with specific expertise in the insurance industry specializing in customer service, retention, and sales support. Detail-oriented, solid business background with extensive knowledge of customer service, risk management, retention of the customer base, and sales of products to benefit the customer.Account Management |administrative support | team leadership | issue resolution | client relations | office management | training & coaching |analytical skillsMicrosoft Outlook, Word, Excel & PowerPoint | Salesforce.com |Mainframe Databases |Adobe PDF

• Managed Requests For Proposals (RFPs), supplemental questionnaires and any peripheral documentation necessary to provide a response, preparing presentation materials, requesting reports to supplement RFP responses with 100% timeliness on Local/Regional markets• Provided administrative support to Service and Sales personnel including: participating in the RFP process, managed due dates and worked with internal and external partners to coordinate responses• Closeout and reported final sales in Salesforce, maintenance of office machinery, ordered and maintained marketing materials, navigated internal systems to look up pertinent customer information and maintained notary license• Lead meetings of the LTD Sub-Team as the chair of the group which is part of the Disability Subject Matter Expert team, maintained meeting notes and updated training documents• Mentored Sales Coordinators new to the role, shared knowledge of system intricacies and RFP components in the Private and Public Sector business

• Designed a custom Excel template with formulas to interpret a customer database file which saved the claims team 15 minutes per claim• Assisted customers as a single point of contact regarding disability claim escalations, status inquiries and process interpretation, arranged travel to client meetings• Improved accuracy by analyzing and identifying the root cause of escalations and recurrent trends by tracking all escalations into a database• Demonstrated collaboration skills by working closely with the claims team to resolve known issues, made suggestions to leadership for training and areas for improvement in servicing the customer’s needs

• 99% accuracy rate of resolved disability claim based issues by partnering with the account team, claim operations, clinicians and additional internal resources • Utilized leadership skills by training new specialists on disability processes and claims terminal• Managed Short-Term Disability and Family Medical Leave Act claims for 3 years and Long-Term Disability claims for 3 years by reviewing files from start to finish while exhibiting excellent customer service, advanced to complex clients with delicate customization and a large portfolio of customer accounts