Summary
Overview
Work History
Education
Skills
Timeline
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Holli Glendenning

Hilbert,WI

Summary

Dynamic Executive Assistant with a proven track record at Chet Larson, Insurance Broker, excelling in executive support and office management. Recognized for meticulous attention to detail and strong problem-solving skills, I successfully streamlined communication and enhanced operational efficiency, ensuring compliance with state regulations while managing a client database of over 3,500.

Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.

Proven track record of maintaining efficient office operations. Expertise in scheduling and coordinating meetings, managing travel and expense reports, and transcribing minutes.

Overview

13
13
years of professional experience

Work History

Executive Assistant and Office Manager

Chet Larson, Insurance Broker
08.2018 - 01.2025
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
  • Answered high volume of phone calls and email inquiries.
  • Screened calls and emails and responded accordingly to support executive correspondence.
  • Maintained spreadsheets and databases of over 3,500 clients to ensure all paperwork was completed and in compliance with the State of Minnesota Medicare and Medicaid.
  • Worked extensively with clients to ensure all documents and files are compliant with the State of Minnesota Insurance Regulations.
  • Developed business relationships with individuals at Medicare and Medicaid Insurance Providers including: Humana, Blue Cross/Blue Shield, United Healthcare, Medica, and UCare to solve any client application problems.
  • Kept an annual calendar of all required tests and certifications were completed to ensure Mr. Larson was compliant with state and Federal Medicare and Medicaid guidelines.
  • Planned and executed over 20 workshops and seminars for Mr. Larson to explain the updated annual plans for each Medicare Health Insurance Companies. Including being responsible for booking locations, audio visual needs, food and beverages, mailers, rsvp's, and making sure all appropriate Healthcare Insurance materials were available to all attendees.

Scheduling Coordinator and Accounts Receivable

Midwest Special Instruments
04.2022 - 05.2024
  • Utilized advanced software tools like Excel, Outlook, and scheduling-specific platforms such as Sage and Infor to effectively manage comprehensive appointment calendars for the technicians located in Omaha.
  • Proactively identified scheduling issues and developed quick solutions to promote efficiency and profitability.
  • Coordinated with other teams and customers to ensure new installations were efficient, and cost effective.
  • Optimized workflow by prioritizing tasks based on urgency and aligning staff assignments accordingly.
  • Supported company growth by effectively managing an increasing volume of scheduling requests without compromising service quality.
  • Facilitated timely payment from customers by providing detailed invoice information and addressing any concerns promptly.
  • Managed the month-end close process, ensuring timely and accurate financial reporting relating to Accounts Receivable balances.

Sales Manager and Brand Ambassador

Ribbon Fair, LLC
08.2015 - 08.2017
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies including implementing an online ordering and shipping plan to include ebay and etsy sales.
  • Exceeded annual sales expectations by 46%.
  • Managed, hired, trained, and tracked hours of over 50 sales representatives and brand ambassador staff needed for over 38 annual events including trade shows, home and garden shows, upscale boutique shows, and regional fairs.
  • Managed all inventory, including shipping all products and exhibit booth set up and tear down materials to over 38 locations annually.
  • Successfully served as lead brand ambassador and sales manager for numerous products including: Toy car puzzles, Bowdabra, Funny Gears, Induction UFO's, Pump Bottle Misters, and Squap Games.
  • Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
  • Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
  • Elevated brand visibility, coordinating with marketing to launch successful promotional campaigns.

Program Manager, Annual Meeting Logistics

American Academy of Neurology
05.2012 - 06.2014
  • Served on a team of 38 staff members at The American Academy of Neurology to implement the success of the second largest medical Annual Meetings in the world.
  • Responsible for planning the layout space for over 45 offices and display/exhibit booths for the Annual Meeting by serving as the main contact between over 125 AAN staff, the Convention Center representatives, and the Decorating Company with a budget in excess of 1.2 million dollars annually.
  • Successfully managed all food and beverage needs, BEO's and Guarantees for over 13,000 Annual Meeting attendees including breakfasts, breaks, and lunches to remain on a budget of 1.5 million dollars annually.
  • Monitored, and worked with the Convention Center to ensure there was enough WiFi supply to support over 13,000 meeting attendees all needing to download course syllabi at the same time.
  • Worked with the Convention Center Electrical Division to manage all electrical needs for over 45 offices, displays, and exhibits with a budget of over $100,000 per conference.
  • Successfully prepared bill breakouts for the following budgets following the Annual Meeting down to the penny: the Decorating Company, the Food and Beverage/Catering team, the Audio Visual Company with a budget of 1.5 million dollars annually, the Electrical Department of The Convention Center, and the Internet Department of The Convention Center.
  • Reviewed all contracts between The American Academy of Neurology and the following companies as well as maintained and ensured all mentioned contracts remained within or under their budgets: The Convention Center, The Decorating Company, The Audio Visual Company, The Electrical Department, and the Internet Department.
  • Worked with the local Fire Marshall to ensure all 267 meeting and seminar rooms, and all 45 offices, and all spaces within the Convention Center were compliant with their cities Codes.

Education

Bachelor of Arts - Cultural Anthropology

University of Minnesota
Minneapolis, MN
06-1995

Skills

  • Executive support
  • Administrative support
  • Office management
  • Strong problem solver
  • Meticulous attention to detail
  • Information confidentiality
  • Customer service
  • Professional and mature
  • Meeting planning
  • Project planning
  • Schedule management
  • Advanced MS office suite
  • Business correspondence
  • Appointment setting
  • Spreadsheet tracking
  • Bookkeeping
  • Report generation
  • Articulate and well-spoken
  • Time management
  • Reliable and responsible
  • Honest and dependable
  • Critical thinking
  • Executive schedule management

Timeline

Scheduling Coordinator and Accounts Receivable

Midwest Special Instruments
04.2022 - 05.2024

Executive Assistant and Office Manager

Chet Larson, Insurance Broker
08.2018 - 01.2025

Sales Manager and Brand Ambassador

Ribbon Fair, LLC
08.2015 - 08.2017

Program Manager, Annual Meeting Logistics

American Academy of Neurology
05.2012 - 06.2014

Bachelor of Arts - Cultural Anthropology

University of Minnesota

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Holli Glendenning