Results-driven professional known for adaptability and a proactive approach to problem-solving. Demonstrates strong work ethic and effective communication skills, contributing to team collaboration and organizational success. Committed to continuous learning and leveraging expertise to support ambitious goals.
Overview
10
10
years of professional experience
Work History
VP of Business Development
United Advisors
Buffalo Grove, IL
04.2015 - 09.2015
Supported advisors in expanding business through strategic marketing solutions.
Directed the development of marketing materials, such as brochures, web content, presentations, and advertising campaigns.
Maintained contact with existing customers to ensure satisfaction levels remain high.
Identified needs of clients promptly and efficiently.
Assisted with advisor requests and answered questions to improve satisfaction.
Manager of New Business Processing
PFG (MetLife)
San Diego, CA
09.2013 - 02.2015
Oversaw all stages of application management, ensuring seamless transition to policy issuance.
Managed sensitive data with a high level of discretion.
Supervised daily application progress to guarantee prompt policy distribution.
Maintained communication with back-office personnel, as well as third-party vendors, to process applications and mitigate any potential application delays.
Calculated and monitored producer compensation.
Ensured compliance with regulatory requirements and industry standards.
Service Coordinator
New Tickford St. Service
San Diego, CA
10.2012 - 02.2015
Facilitated communication with clients through effective email management, while overseeing document filing.
Handled accounting responsibilities through the use of Account Edge software.
Resolved extensive accounting backlog to ensure accurate and up-to-date books.
Earned licensure for the sale of used automobiles.
Oversaw second-hand vehicle auctions to identify potential inventory.
Behavioral Interventionist
ACES
San Diego, CA
02.2012 - 07.2012
Provided in-home ABA therapies to children on the spectrum.
Facilitated the development of language abilities, social proficiency, and self-reliance.
Assisted in developing positive reinforcement systems that encouraged desired behaviors while discouraging undesirable behaviors.
Implemented visual aids, such as schedules or choice boards, to help students understand expectations.
Demonstrated appropriate behaviors using behavior modeling and positive reinforcement techniques.
IT Administrator
The Law Offices of Thomas W. Rutledge
San Diego, CA
10.2005 - 03.2012
Resolved computer hardware and software issues efficiently.
Served as a liaison between independent contractors and external vendors to ensure seamless computer system maintenance.
Performed data transfers employing an automatic uploading system.
Generated and customized reports to meet specific office demands.
Ensured office systems were current and functional.
Maintained usernames and passwords for employees and client websites.
Prepared computer systems for new hires.
Generated software monitoring reports for HR review.
Education
Bachelor of Science - Psychology
San Diego State University
San Diego
05-2008
Skills
Office administration
Attention to detail
Organization
Strong proficiency in Microsoft Excel
Data management
Marketing assistance
Problem-solving skills
Entrepreneurship / Volunteer Work
Launched and operated a small business while managing responsibilities as a stay-at-home parent, developing new skills in business operations, marketing, and client relations.
Spearheaded a successful community fundraising initiative through the PTA, independently organizing a school fun run.
Designed all marketing materials, secured community sponsorships, and raised over $10,000 for school programs.
Built and nurtured relationships with local businesses, increasing community engagement and long-term support for the school.