Dokmay Powell
Santa Rosa,CA
Summary
Skilled professional who plays a crucial role in the operations of a financial technology company. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Leadership trained with high expectations for personal, work and employee contributions. Proficient in tackling many projects in a timely manner. Independent thinker with proven leadership and communication skills.
Overview
12
12
years of professional experience
Work History
Executive Assistant/Business Support Specialist
CuneXus
03.2022 - Current
- Manage and maintain calendar for CEO and high-level Executives
- Coordinate remote team building exercises and activities to promote a more team-oriented work environment
- Serve as main contact and gate keeper to high-level Executives
- Closely support Marketing Manager with projects and event coordination-vendor coordination
- Demonstrated my ability to work collaboratively and effectively by executing our annual Symposium of 150 clients, vendors and partners
- Produce reports and PowerPoint presentations for Staff Meetings
- Handle logistics, catering, agendas and travel arrangements for meeting and event planning for staff and high-level Executives
- Prioritize tasks, allowing senior staff to increase productivity
- Draft reports, executive summaries and newsletters
- Organize logistics and materials for meetings and take detailed notes for later dissemination to key stakeholders
- Work with senior management to initiate new projects and assist in various processes
- Process monthly expense reports via Concur
- Oversee day to day in-office operations
Licensed Life Insurance Agent
Self-Employed
03.2020 - 04.2022
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs
- Analyzed risk factors to recommend appropriate coverage levels
- Conducted annual reviews of existing policies to update information
- Collected premiums on or before effective date of coverage
- Designed presentations and marketing materials to promote insurance products
- Generated leads through cold-calling, networking and other outreach methods
Front Office Supervisor
Advanced Skincare and Dermatology
11.2011 - 07.2018
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff
- Handled all patient inquiries (insurance, billing and complaints)
- Patient, staff and vendor liaison, eClinicalWorks (electronic health record software) super user
- Set priorities and problem-solved workflow issues to maintain rapport with customers and managers
- Delegated tasks to administrative support staff to organize and improve office efficiency
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge
- Social media management, blog and marketing material editor, light bookkeeping, collections, marketing and event coordinator
Education
High School Diploma -
San Rafael High School
San Rafael, CALicense -
California Department of Insurance
03.2020
Certificate of Completion -
Fowler International Academy
03.2019
Skills
- Customer Relations and Communications
- Executive Management Support
- Management Conflict Resolution
- Marketing, A/R, A/P, Collections
- Inspire and Motivate Team Members
- Travel Arrangement Coordination
- Manage Executive Schedules
- Excellent Written and Verbal Communication Skills
- Attention to Detail/Proofreading/Editing
- Personnel Training
- Organized/Efficient/Reliable
Timeline
Executive Assistant/Business Support Specialist
CuneXus
03.2022 - Current
Licensed Life Insurance Agent
Self-Employed
03.2020 - 04.2022
Front Office Supervisor
Advanced Skincare and Dermatology
11.2011 - 07.2018
High School Diploma -
San Rafael High School
License -
California Department of Insurance
Certificate of Completion -
Fowler International Academy