AMANDA RIBEIRO
Pompano Beach,FL
Summary
Driven and resourceful administrative professional with 10+ years of experience assisting high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments. I'm detail-oriented, have strong system organizational skills, and the ability to handle multiple projects simultaneously with a high degree of accuracy. Have many years of leadership experience working in small sized start-up environments as well as large corporate settings.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Ribeiro Health LLC
01.2024 - Current
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
Human Resources Generalist
Merge IT LLC
07.2022 - 08.2024
- Handle on-boarding process for newly hired employees, which includes distribution of all paperwork and procuring necessary documents for W2, C2C & IC
- Order background screening and drug tests
- Prepared new hire letters, unemployment/employment letter, and Employment verifications
- Project Pipeline Report and preparation of SOW, CO, & MSA
- Updated HR database information, changes in benefits, taxes and other details
- Organized company-wide events designed to boost employee morale and client engagement
- Addressed employee conflicts with appropriate urgency, following all corporate procedures with successful resolution
- Post jobs and updated contractor expense reports
- Designed presentations and emails to send out to all employees
- File management of human resources, contracts, documents, and timecards
- Streamlining work processes and organizational structure
- Creating SOPs
- Collect timecards and assist Payroll manager with biweekly Payroll processing
- Create marketing materials for the company
- Create training materials for new employees
- Conduct Human Resources Training on Software Platform and ensure all has completed training
- Purchase order and Invoicing tracking management for contracts
- Ensuring all office supplies and materials are stocked
- Terminations processing of employees
- Designing automated systems to help with work efficiency and organization
Client Services Coordinator
Benchmark Financial Wealth Advisors LLC
02.2022 - 06.2022
- Assist Advisor with client events
- Run Life Insurance Quotes and Onboarding
- Opening Brokerage accounts for Investing, retirement plans, family trust, and college savings for minors
- Account Transactions (Wire, EFTS, Checks, Journal, Periodic Plans for Investments and Withdrawals)
- Send clients Financial Portfolios and Advising Plans on behalf of the Advisor
- Manage processes of Advisory Agreements and Investment Policy Statements
- Put in Claims for Life insurance, Disability Insurance, and Death Beneficiaries for Brokerage Accounts
- Run investment and withdrawal reports through Fidelity WealthScape
- Service accounts for clients - change of beneficiary, periodic plans, transactions, status, balance, application processes, personal information
- Filing for Clients Investments, Agreements, and Statements
- Assisting office with events, calendar management, client engagement, gifts, and luncheons
Executive Assistant to CTO
M1 DATA & ANALYTICS LLC
01.2020 - 02.2022
- Organized and coordinated conferences and monthly meetings
- Responded to emails and other correspondence to facilitate communication and enhance business processes
- Processed travel expenses and reimbursements for executive team and senior management group
- Screened calls and emails and initiated actions to respond or direct messages for managers
- Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity
- Entered customer information and updates in database system to track leads, interactions, relationships and propel sales opportunities
- Assisted with MSA, SOW, NDA agreements to have signed and filed
- Created expense reports, budgets and filing systems for management team
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data
- Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams
- Organized envelopes, postage and mail correspondence for staff and management, and coordinating with delivery and courier services
- Updated executives on changing business needs by thoroughly documenting internal and client meetings
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president
- Answered high volume of phone calls and/or email inquiries
- Worked with senior management to initiate new projects and assist in various processes
- Coordinated events and worked on ad hoc projects
- Promoted team productivity by keeping supplies organized and well-stocked
- Executed basic banking and bookkeeping tasks
- Onboarding of new employees and business partners
- Supported advertising and promotional initiatives by creating marketing materials
- Used QuickBooks to produce monthly invoices, reports and other deliverables
Logistics Manager
KRS Biotechnology Inc.
09.2011 - 11.2019
- Managed all inbound/outbound shipments of manufactured products, receiving goods, and inventory
- Directed and trained numerous employees throughout the years - managing all associates and activities to meet deadlines and goals
- Inspection/reporting of goods, data entry of supplies and inventory, record keeping, inventory (allocation, control, forecasting and distribution), researching to improve packaging and processes of finished goods, customer service and project management
- Negotiating and establishing vendor relationships, providing shipping quotes and estimates, end of day billing batch, and managing all order cycle within SAP and Shipping Software
- Reports included: backorder lists, inventory demand and count, open sales orders, open invoices, end of day payment summary, shipments daily log, and customer concern disputes pipeline
- Led and managed projects to support logistics efforts and plans
- Collaborated effectively in a cross functional team-oriented environment
- Identified and resolved shipping and packaging errors
- Created and enforced policies and procedures for entire logistics team
- Managed multiple small and large scale projects
- Worked collaboratively with customers and staff at various levels
- Implemented ordering, tracking and billing systems and associated processes to streamline procedures
Education
Associates in Arts -
PALM BEACH STATE COLLEGE
Palm Beach Gardens, FLSkills
- Operations
- Travel and Event planning
- Meeting/Conference Planning & Booking
- Transcribing & Meeting Minutes
- Office administration
- Project Management
- Email/Calendar Management
- Accounts receivable/payable
- Verbal and Written Communication
- Supply Chain Management
- Document & Contract management
- Strong problem solver
- Accounting & Data Reports
- Benefits Administration
- Payroll Processing
- Human Resource Management
- Policy and Procedure Development
- Insurance terminology & sales
Certification
- Life and Health Insurance License - Department of Insurance. (15 states)
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Timeline
Licensed Health Insurance Agent
Ribeiro Health LLC
01.2024 - Current
Human Resources Generalist
Merge IT LLC
07.2022 - 08.2024
Client Services Coordinator
Benchmark Financial Wealth Advisors LLC
02.2022 - 06.2022
Executive Assistant to CTO
M1 DATA & ANALYTICS LLC
01.2020 - 02.2022
Logistics Manager
KRS Biotechnology Inc.
09.2011 - 11.2019
Associates in Arts -
PALM BEACH STATE COLLEGE
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