Tara Knicley Email & Phone Number

Rochester, New York Area

Pittsford, Ny

Hb Solutions

Prepare detailed reports and filings in accordance with the Affordable Care Act.-Work with company consultants and client personnel to ensure timely and accurate data collection of new and existing clients-Analyze clients monthly reports and advise on how to respond to compliance requirements, such as when to offer employees health insurance and ensure the coverage is affordable-Ensure customer service requests received are handled timely and appropriately-Manage more than 20 clients across a number of different industries, as rules may very -File 1094-C & 1095-C forms with the IRS on the clients behalf

Rochester, New York

Assist in managing administrative duties for an established advisor.-Schedule and prepare materials for financial review meetings-Assist with client account requests and follow-up to confirm all requests are being processed accurately and in a timely manner-Manage data in database and ensure payroll contributions are being recorded accurately and on schedule-Request compliance approval to publish marketing content

Managed relationships and deliverables for multiple clients across various industry verticals, including Financial Services, Nonprofit and Distribution/Channel. -Communicated daily with up to 15 key internal team experts (IT, Analytics, Creative) to insure the clients’ needs were being met and/or exceeded, while seeking out new growth opportunities-Influenced targeting strategies using data analysis for quarterly customer and prospect acquisition, retention and cross-sell campaigns, and reporting back on those that qualified for the campaign fulfillment offer(s)-Worked with internal analyst to evaluate clients membership data and identify key attributes to drive ongoing marketing programs, increase member retention, acquisition and renewals -Coordinated a complex marketing database project with internal team experts, vendor and client, to implement a system that would allow for immediate follow-up on customers transactions-Ensured security of confidential client data through access controlled virtual machine and yearly security audits-Forecasted, billed and budgeted -Prepared new program estimates for client approval and assisted in new proposal preparation for projects

Promoted from Account Manager, this role involved managing all levels of service and satisfaction for major clients.-Supervised and led a telemarketing project to register 400 of the clients top customers for a unique event at the Dallas Cowboy Stadium-Implemented and managed integrated B2B marketing campaigns on an ongoing basis for customer acquisition and retention -Worked with IT to provide daily, weekly and monthly client reports to insure that clients service level agreements were being met (leads/talk time/number of calls per hour)-Collaborated with creative services to develop email and direct marketing campaigns for lead generation-Managed the synergy of the telesales team, facilitate ongoing monitoring and product training-Accurately forecasted and billed

Administered print production requests and inventory control. -Coordinated work between the account team and various departments within the organization (IT systems, production services and accounting) to insure clients scheduled direct mail pieces were printed and on-target schedules; immediately communicated any schedule changes-Researched and implemented a print-on-demand direct mail piece that allowed for co-branding, as well as reduced the cost of materials, printing and assembly-Managed inventory levels and reorder points to prevent backorders on clients critical event materials -Communicated with client and vendors to insure effective and timely completion of special projects and marketing efforts -Worked with creative services on company related marketing materials, including; three-dimensional mailers, direct mail and company stationery

Manage programs/projects set-up for new and existing clients.- High degree of interaction with clients, vendors and all internal departments to insure coordination amongst all parties- Administered project plan development and implementation

- Responsible for managing client lead database- Coordinate data entry of client surveys- Create and maintain client and internal reports- Maintain client reports and presentations

Handled inbound telemarketing sales and product support calls regarding computer software and hardware.

Ba, Business Administration, With A Concentration In Marketing

Aas, Humanities With Course Work In Liberal Arts