Christy Dull
Parkton,MD
Summary
I'm pursuing a full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. I'm a reliable and dedicated employee with over twenty years working in an administrative role. I'm seeking to apply my detail-oriented and adaptable personality to fulfill your company’s and client's needs. I have a proven track record in managing office operations and providing dependable administrative support. I have the ability to stream line office processes and aid in project coordination. I'm known for my effective communication and multitasking skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Specialist
GBP Wealth Management
10.2019 - Current
- Manage calendars and meetings for five different financial advisors.
- Deliver excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Help plan client luncheons and group events.
- Process eligibility and benefits verification and authorization requests.
- Follow up on denials, late payments, extensions and other special circumstances.
- Track pending authorizations to resolve discrepancies and avoid revenue loss.
- Maintain a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
- Act as subject matter expert, answering internal and external questions and inquiries.
- Prepare and submit client life and disability applications. Work with the underwriting department to help streamline and expedite the approval process.
- Utilize CRM software to manage client relationships.
Executive Assistant
Krauss Real Property Brokerage
03.2019 - 10.2019
- Monitor, confirm, and respond to all of Heidi's emails for her Real Estate Business as well as her second business venture
- Greet clients, answer the telephone and make follow-up calls
- Schedule all meetings and listing appointments
- Monitor, respond and edit all website inquiries on Heidi Krauss's dashboard
- Send all leads (website, email, phone) to all the appropriate parties
- Respond to communications from clients via telephone, mail and email
- Confirm receipt of offers, forward to the appropriate parties and track each step of the process
- Order supplies for the office, prepare and distribute marketing material
- Update deals to close list on Heidi's power board and obtain feedback
- Manage and pay all incoming bills and invoices
- Assist with closing processes, order food, set up conference room
- Manage client database and prepare activity reports
- Prepare all presentation materials and documents as needed for client listing meetings
Associate Financial Representative
Northwestern Mutual
04.2015 - 03.2019
- Support the Financial Advisor in managing the calendar by making, rescheduling and confirming appointments
- Maintain client databases regularly to keep current and accurate contact information
- Monitor and edit Financial Advisors personal website and LinkedIn account
- Respond to communications from clients via telephone, mail and email
- Document appropriate information and inform the Financial Advisor as needed to assist the client
- Assist clients with service requests and account maintenance for their insurance and investment products
- Maintain client files and preparation of documents in compliance with federal regulations
- Prepare feeder list and client info sheets for prospective clients
- Create applications and review them once completed by the client for completeness and accuracy
- Follow-up with Clients as needed to collect missing information and signatures
- Serve as liaison between Client and appropriate departments in order to expedite the underwriting process
- Prepare all presentation materials and documents as needed for client meetings
- Manage the inventory of all open cases by tracking case status, next steps, and required documents; work with Financial Advisor to implement strategies to help close cases
Clerical Associate
Element Financial Corporation
03.2014 - 04.2015
- Handling inquiries and incoming work request
- Type and send reports to the Account Consultants
- Enter confidential client information into databases
- Process and log information to client liaisons
- Train new hires on company databases and programs
- File weekly reports and distribute mail
Operations Assistant
Goucher College
06.2011 - 03.2014
- Serve as a liaison between faculty and students
- Act as front desk receptionist; answer the phone and greet students, faculty, and staff
- Schedule and coordinate appointments with advisors and program directors
- Coordinate meetings, order catering, organize luncheons and events
- Process payments for mentoring teachers at area county schools
- Prepare and Process mentoring teachers contracts at area county schools
- Draft, prepare, and send correspondence
- Help plan and prepare commencement ceremonies
- Order office supplies
- Assist Marketing Director with non-traditional admission applicants
- Plan, coordinate and host summer residences for student
Executive Assistant to the Vice President of Development & Redevelopment
Kimco Realty Corporation
05.2006 - 01.2010
- Coordinate meetings, travel arrangements, reservations, and prepare and submit expense reports on a monthly basis
- Serve as liaison to internal and external contacts
- Coordinate Financial Reporting with the Assistant Financial Administrator and the Development Accountant
- Draft, prepare, and send correspondence
- Organized office luncheons and presentations
Client Manager
Maryland Real Estate, Inc
09.2004 - 05.2006
- Creating proposals designed for housing renovations and preservation work
- Communicate directly with clients and contractors to mitigate problems with specific property and conveyance issues
- Submitting bids for network, creating work orders, and receiving bid approvals
- Client billing and contractor invoicing
- Developing and presenting power point presentations to over forty customers and employees concerning company policies, office manuals/handbooks and to demonstrate the proper use of our internet web applications
Investment Specialist
T. Rowe Price
05.2003 - 09.2004
- Developing qualified referrals by assessing customers financial needs
- Processing stock and mutual fund purchases, redemptions and exchanges
- Operated as a subject matter expert for customers of on-line sales tools
- Researching investment trends and report these results to the Vice President of the marketing department
- Converted potential customers to clients of T
- Rowe Price investments by providing guidance on investment uncertainties
- Acquired a leadership role as a quality team member selected by my department managers
Audit Coordinator
CDR Associates, LLC
07.2001 - 05.2003
- Initiating and finalizing financial audits for over 300 hospitals located along the east coast
- Serving as point of contact for hospital directors and internal departments
- Maintain scheduling and customer concerns
- Coordinating auditor's appointments and travel arrangements
Education
Bachelor of Science - Business Administration, Marketing
Towson University
01.2002
Skills
- An independent and self-motivated professional with excellent interpersonal skills, able to grow positive relationships with clients and colleagues at all levels of the organization
- Dedicated and focused; able to prioritize and complete multiple tasks and follow through to achieve project goals
- Serve as an effective gatekeeper and answering telephone calls
- Proficient user of Microsoft Office(Word, Excel, PowerPoint, Outlook and Access) Type over 80 WPM
- Ability to excel in fast paced environment
- Maryland Life and Health License
- Software Systems; CRM & Slack
- Dedicated team player
Certification
Maryland Life and Health License, Expired, 08/2019
References
Furnished upon request
Timeline
Insurance Specialist
GBP Wealth Management
10.2019 - Current
Executive Assistant
Krauss Real Property Brokerage
03.2019 - 10.2019
Associate Financial Representative
Northwestern Mutual
04.2015 - 03.2019
Clerical Associate
Element Financial Corporation
03.2014 - 04.2015
Operations Assistant
Goucher College
06.2011 - 03.2014
Executive Assistant to the Vice President of Development & Redevelopment
Kimco Realty Corporation
05.2006 - 01.2010
Client Manager
Maryland Real Estate, Inc
09.2004 - 05.2006
Investment Specialist
T. Rowe Price
05.2003 - 09.2004
Audit Coordinator
CDR Associates, LLC
07.2001 - 05.2003
Maryland Life and Health License, Expired, 08/2019
Bachelor of Science - Business Administration, Marketing
Towson University
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