Microsoft Office
Annie Larson
Document Specialist
St. Paul,MN
Overview
21
21
years of professional experience
Work History
Manager/Owner
The Highland Backrub
08.2021 - Current
- Create, print, and distribute all marketing materials. Develop innovative ideas to enter different parts of the market to increase profitability. Create and maintain our presence on social media.
- Increase market share with strategic business development efforts, expanding into untapped markets.
- Train new team members on company policies and customer service protocols.
- Manage escalated customer complaints, ensuring timely resolutions and positive outcomes.
- Develop training materials and conduct workshops to improve team performance.
- Successfully manage budgets and allocate resources to maximize productivity and profitability.
- Develop and execute marketing strategies that effectively communicated brand values, increasing brand recognition.
- Recruit, interview and hire employees and implemented mentoring program to promote positive feedback and engagement.
- Maintain professional, organized, and safe environment for employees and patrons.
Document Production Specialist
Medica
08.2021 - Current
- Maintain data and communicate status related to projects, meeting records, etc.
- Proof, format, and edit member-facing documents, including accompanying materials for external distribution in accordance with operational, state and/or federal regulatory compliance.
- Responsible for member health insurance contract production including drafting, formatting, editing, proofreading and coordinating the releasing of the contracts.
- Coordinate communication between departments to streamline workflows.
- Assist in maintaining accurate documentation for production processes.
- Implement process improvements to enhance operational efficiency.
- Train new staff on company protocols and workflow procedures.
- Improve accuracy of script revisions by meticulously proofreading and editing documents before distribution.
- Actively participate in post-production meetings, providing valuable insights and suggestions for improvements in subsequent projects..
- Respond to emails and other correspondence to facilitate communication and enhance business processes.
- Volunteer to help with special projects of varying degrees of complexity.
- Identify and recommend changes to existing processes to improve accuracy, efficiency, and quality service.
- Facilitate timely delivery of special projects to meet organizational and departmental objectives.
Sales
State Farm
07.2019 - 02.2024
- Worked with potential customers and State Farm Insurance agents to get accurate pricing and information to the customer.
- Cold call potential customers and politely and respectfully address their insurance needs.
- Supported sales efforts by providing pre-sales assistance and post-sales follow-up as needed.
- Coordinated with sales teams to develop effective promotional materials and sales collateral.
- Boosted sales revenue by implementing effective outbound sales strategies and tactics.
- Boosted sales performance by providing timely and efficient support to the sales team.
- Utilized persuasive sales techniques to convert leads into sales.
Document Review Specialist
Wells Fargo
03.2020 - 07.2021
- Review and prepare loans for Wells Fargo Home Mortgage for purchases and refinances.
- Conducted detailed document reviews to ensure compliance with regulatory standards and internal policies.
- Analyzed complex documentation to identify discrepancies, ensuring timely resolution of issues.
- Managed high-volume workloads effectively by utilizing advanced organizational skills and multitasking techniques during the review process.
- Increased accuracy in contract drafting by identifying inconsistencies or potential conflicts during the review process before finalization.
- Maintained strict confidentiality of sensitive information, adhering to privacy policies and ethical guidelines at all times.
Teacher Assistant 2
St. Paul Public Schools-Expo Elementary
09.2018 - 03.2019
- Assisted teacher in overseeing students with special needs.
- Tutored students in reading, language arts, spelling, mathematics, social studies, and others subjects.
- Organized and maintained instructional materials such as books, flash cards, blocks, clocks, and rulers. Set up and take down equipment used in class.
- Monitored student hygiene as well as toileting if need be.
- Assisted teachers in developing engaging lesson plans and instructional materials.
- Supported classroom management by maintaining a positive and productive learning environment.
- Facilitated small group activities to enhance student understanding and collaboration.
- Provided individualized support to students with diverse learning needs and abilities.
- Implemented technology tools to streamline administrative tasks and enhance student engagement.
- Ensured the safety of all students by adhering strictly to school policies regarding proper supervision during class times as well as extracurricular activities.
- Increased student engagement with dynamic lesson plans designed to accommodate diverse learning styles.
- Maintained safety and security by overseeing students in recess environments.
Operations and Support Intermediate
Department of Public Safety (DVS)
01.2008 - 08.2017
- Coordinated with multiple teams within state departments. Assure accurate information is routed and filed in appropriate locations to maintain an efficient central location for all Minnesota DVS needs.
- Utilized quantitative reasoning skills to process and field reports.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Paid attention to detail while completing assignments.
- Learned and adapted quickly to new technology and software applications.
- Proved successful working within tight deadlines and a fast-paced environment.
- Developed and maintained courteous and effective working relationships.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Case Aide
Ramsey County Child Protection
10.2004 - 03.2005
- Provided support to social workers in case management activities and documentation.
- Assisted in gathering information for assessments and evaluations of child safety.
- Facilitated communication between families, social workers, and external agencies.
- Monitored case progress, ensuring adherence to established timelines and protocols.
- Maintained up-to-date client records, ensuring accurate and timely reporting of progress and outcomes.
- Coordinated transportation arrangements for clients when needed to ensure seamless access to vital services.
- Maintained strict confidentiality regarding sensitive client information in accordance with agency policies and legal requirements.
- Developed strong rapport with clients by demonstrating empathy, active listening, and effective communication skills.
- Provided compassionate support during crisis situations, implementing de-escalation techniques when necessary.
- Participated in staff meetings to review cases, share updates, and discuss strategies for successful outcomes.
Education
B.A. - Marketing
University of WI Eau Claire
05.2004
High School - undefined
Cretin Derham Hall
06.2000
Summary
Diligent Document Productionist with background in production support and coordination. Known for efficiently managing schedules and ensuring smooth communication among team members and departments. Demonstrated organizational and problem-solving skills in fast-paced environments.
Skills
Document preparation
Proofreading proficiency
Customer service
Verbal and written communication
Schedule management
Complex Problem-solving
Prioritization and time management
Teamwork and collaboration
Reliability
Multitasking and time management
Meeting planning
Timeline
Manager/Owner
The Highland Backrub
08.2021 - Current
Document Production Specialist
Medica
08.2021 - Current
Document Review Specialist
Wells Fargo
03.2020 - 07.2021
Sales
State Farm
07.2019 - 02.2024
Teacher Assistant 2
St. Paul Public Schools-Expo Elementary
09.2018 - 03.2019
Operations and Support Intermediate
Department of Public Safety (DVS)
01.2008 - 08.2017
Case Aide
Ramsey County Child Protection
10.2004 - 03.2005
B.A. - Marketing
University of WI Eau Claire
High School - undefined
Cretin Derham Hall
Software
Smartsheet
Teams
Mailchimp
Mangomint
Vagaro
Canva
Iris
Schedulicity
Sales Force
Adobe
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 11 staff members.
- Achieved the DPS Gold Star Award (Department of Public Safety) by printing, reviewing, delivery/mailing 10,000 - 15,000 State documents daily with accuracy and efficiency.
Work Preference
Work Type
Full TimePart TimeContract WorkLocation Preference
RemoteImportant To Me
Work from home optionCompany CulturePaid time offFlexible work hoursCareer advancementPersonal development programsLanguages
English
Native or Bilingual
Interests
Walking my dog
Being with family and friends
Golfing
Movies and TV series
Home Improvements
Marketing and creating marketing material