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Teri Whitman Email & Phone Number

Executive Administrator/Office Manager/Personal Assistant w/20+ years' experience delivering top-level office operations at The Boldt Company
Location: Green Bay, Wisconsin Metropolitan Area, United States 5 work roles 1 school
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Role
Executive Administrator/Office Manager/Personal Assistant w/20+ years' experience delivering top-level office operations
Location
Green Bay, Wisconsin Metropolitan Area, United States
Company size

Who is Teri Whitman? Overview

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Teri Whitman is listed as Executive Administrator/Office Manager/Personal Assistant w/20+ years' experience delivering top-level office operations at The Boldt Company, a with 680 employees, based in Green Bay, Wisconsin Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Teri Whitman.

Teri Whitman previously worked as Senior Risk Coordinator at The Boldt Company and Executive Administrator at The Boldt Company. Teri Whitman holds High School Diploma from Appleton West High School.

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The Boldt Company

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Profile bio

About Teri Whitman

Dynamic and goal-focused administrative professional with a wealth of operations, office support and client service experience. Successful career supporting business affairs and assisting executives, managers and inter-departmental personnel. Strong communication, interpersonal, problem-solving, multi-tasking and organizational skills.

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Teri Whitman's current company

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The Boldt Company
The Boldt Company
Executive Administrator/Office Manager/Personal Assistant w/20+ years' experience delivering top-level office operations
appleton, wisconsin, united states
Website
Employees
680
AeroLeads page
5 roles

Teri Whitman work experience

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Senior Risk Coordinator

Current

Appleton, Wisconsin, United States

Advanced through a series of progressively responsible positions at the corporate headquarters of one of the largest professional construction services firms in the United States (see below).* Corresponded with insureds/claimants, medical professionals and other parties to obtain injury information, determine coverage eligibility and calculate benefit amounts.* Explained policies and claim procedures to clients, answered technical questions and acquired recorded statements from relevant parties.* Researched problem claims, requested investigations of questionable claims and recommended closure, as needed.* Collected all available data required for risk assessment; reviewed data for completeness, performed research to verify accuracy and issued requests for additional information as needed.* Reviewed and analyzed credit applications using internal/external resources, collaborating with the finance team to make case-by-case decisions regarding risk and qualification.* Prepared claim checks and processed invoices in accounts payable system weekly.~~~~~~~Highlights~~~~~~~> Leveraged extensive industry knowledge to institute in-house administration of claims for the Wisconsin, Minnesota, Michigan and Oklahoma markets.

Mar 2020 - Present

Executive Administrator

Appleton, Wisconsin, United States

Appointed as Executive Administrator of the Claims & Support Services Unit for nearly seven years, providing a high level of administrative and operational support to the Chairman of the Board and CEO. Also supported the Vice President of Labor Relations and Corporate Safety Director.* Responsible for customer service (front-desk reception), keyboarding, calendar management, phone (switchboard) communications, records management, dictation transcription, travel planning, expense reporting and preparation of email, mailings and other correspondence.* Composed a range of letters and emails for customers, vendors/suppliers and other business offices, often writing on behalf of the Chairman and CEO, and maintaining error-free spelling, grammar, syntax and punctuation.* Prepared loss run reports for paid claims and amounts held in reserve, along with claim status reports, business unit reports, jobs without contracts reports and upcoming bid review reports, all of which were either quarterly, monthly or multiple times per week.* Scheduled, coordinated and prepared meetings for the executive team, new employees and other parties; coordinated invitations and notifications for attendees and facilitated catering, A/V equipment, handouts and other meeting resources.* Booked flights, hotel lodging and car reservations, and coordinated all travel logistics for the executive team’s business trips.* Maintained confidentiality of sensitive information, including financial data, medical records, invoices and addresses, and update official records and database files on a weekly basis.~~~~~~~Highlights~~~~~~~> Created, administered and trained staff in a new company-specific database for recording, tracking and reporting work-related safety incidents and recordable injuries.> Appointed by management to lead a team of part-time employees in processing and distribution of mail/parcels, front-desk reception and switchboard communications.

Jul 2014 - Mar 2020

Senior Claims Manager

Appleton, Wisconsin, United States

Jun 2006 - Jul 2014

Claims Manager

Appleton, Wisconsin, United States

Mar 1989 - Jun 2006

Industrial Relations Administrator

Appleton, Wisconsin, United States

Jul 1986 - Mar 1989
Team & coworkers

Colleagues at The Boldt Company

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1 education record

Teri Whitman education

  • Appleton West High School
    Appleton West High School
    High School Diploma
FAQ

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What company does Teri Whitman work for?

Teri Whitman works for The Boldt Company.

What is Teri Whitman's role at The Boldt Company?

Teri Whitman is listed as Executive Administrator/Office Manager/Personal Assistant w/20+ years' experience delivering top-level office operations at The Boldt Company.

Where is Teri Whitman based?

Teri Whitman is based in Green Bay, Wisconsin Metropolitan Area, United States while working with The Boldt Company.

What companies has Teri Whitman worked for?

Teri Whitman has worked for The Boldt Company.

Who are Teri Whitman's colleagues at The Boldt Company?

Teri Whitman's colleagues at The Boldt Company include James Quinn, Jeremy Bolek, Adam Carpenter, Lisa Schulze, Shrm Scp, Sphr, and Mike Tow.

How can I contact Teri Whitman?

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What schools did Teri Whitman attend?

Teri Whitman holds High School Diploma from Appleton West High School.

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