Terry Smith Email & Phone Number

Greater Seattle Area

Coordinate events for the Field Sales, Field Marketing, and Community Agent teams to attend as exhibitors to obtain sales opportunities. This includes working with school districts and education associations to coordinate logistics and manage the calendar of events. Order, manage, and distribute our inventory of booth materials to PEMCO representatives.

Greater Seattle Area

Provide administrative support for the Sales Director and Senior Education Representative for Field Marketing.Manage calendar of Educator Events and Benefit Fairs for Sales opportunities. Register for events and fairs, coordinate logistics with the event managers, Senior Education Representative, and Sales Agents. Coordinate educator event request for.

Responsibilities include working as a liaison among stakeholders to elicit, analyze, communicate, and validate requirements for changes to business processes, policies, and information systems, so the company’s products are profitable and delivered quick to market. Elicited and documented the requirements for an employee directory project which resulted in.

Conducted project training needs analysis for the business units resulting in a determination of the type of training or educational materials needed for the change. Developed, edited and approved project training/educational material and user guides for all impacted departments which reduced inconsistent information.

Provided program/project administration and analysis skills for implementation of the new processing systems for the School Employees Credit Union of Washington (SECUWA), EvergreenBank, and PEMCO Mutual Insurance Company. Using Microsoft Project, established the program plan and tracked, monitored, and reported on project status.Created a shared project.