Administrative
Open To Work
Holly Pitts
MassMutual The Piedmont Group
Cumming,GA
Work Preference
Job Search Status:
Open to work
Work Type
Full Time
Location Preference
HybridRemoteOn-Site
Location:
Cumming, GAAlpharetta, GASandy Springs, GADunwoody, GAAtlanta, GA
Open to relocation:
No
Important To Me
Company CultureWork-life balanceWork from home optionHealthcare benefitsPaid time off401k matchStock Options / Equity / Profit SharingPaid sick leave4-day work weekFlexible work hours
10
Years of experience
Dedicated Administrative Assistant with excellent experience in multiple industries. Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Work History
Executive Assistant/Licensing Coordinator
2 Years 2 Months- Managed the General Agent calendar, scheduling meetings and coordinated logistics for efficient time management.
- Assisted in preparing presentations and reports, ensuring clarity and adherence to agency guidelines.
- Organized travel arrangements, including itineraries and accommodations, streamlining travel processes for the General Agent.
- Organized and coordinated monthly/weekly meetings.
- Used advanced software to prepare documents, reports, and presentations.
- Updated spreadsheets and databases to track, analyze, and report on agent performance.
- Assisted in the contracting process of potential agents and brokers to include submitting background checks and FINRA registration.
- Update SalesForce database with updated insurance licensing info for agent records.
- Handled confidential and sensitive information with discretion and tact.
- Provided exceptional support to new agents throughout the entire licensing process, ensuring satisfaction at each stage.
- Coordinated licensing processes to ensure compliance with state regulations and industry standards.
Executive Assistant/Licensing Coordinator
8 Years 2 Months- Managed the General Agent calendar, scheduling meetings and coordinated logistics for efficient time management.
- Assisted in preparing presentations and reports, ensuring clarity and adherence to agency guidelines.
- Organized travel arrangements, including itineraries and accommodations, streamlining travel processes for the General Agent.
- Facilitated organization and coordination of monthly and weekly meetings.
- Used advanced software to prepare documents, reports, and presentations.
- Updated spreadsheets and databases to track, analyze, and report on agent performance.
- Assisted in the contracting process of potential agents and brokers to include submitting background checks and FINRA registration.
- Safeguarded sensitive data to ensure compliance with privacy standards and maintain trust.
- Provided exceptional support to new agents throughout the entire licensing process, ensuring satisfaction at each stage.
- Coordinated licensing processes to ensure compliance with state regulations and industry standards.
Education
No Degree - Business Administration And Management
Skills
Administrative Support
Strong problem solver
Office Administration
Meticulous Attention to Detail
Advanced MS Office Suite
Apple IOS
Excel Spreadsheets
Word Documents
Powerpoint Decks
Calendar management
Meeting planning
Database management
Document preparation
Extensive vocabulary
Financial services
Calendar and scheduling software
File maintenance
Honest and dependable
Customer service
Professional and mature
Phone etiquette
Business correspondence
Videoconference preparation (Zoom)
Mail handling
Report development
Documentation and recordkeeping
Logistics and schedule management
Information confidentiality
Travel coordination
Resourceful
Technical support
Email management
Self-starter
Reliable and responsible
Work prioritization
Administrative support
Office management
Strong problem solver
Schedule & calendar planning
Customer service
Customer Service-oriented
Meticulous attention to detail
Office administration
Professional and mature
Travel coordination
Meeting planning
Travel arrangements
Excel spreadsheets
Database management
Document preparation
Advanced MS office suite
Videoconference preparation
Technical support
Mail handling
Social media
Proper phone etiquette
Reliable and responsible
Microsoft office
File maintenance
Calendar and scheduling software
Work prioritization
Self-starter
Timeline
Executive Assistant/Licensing Coordinator
MassMutual The Piedmont Group
09.2024 - CurrentRead More
Executive Assistant/Licensing Coordinator
MassMutual Perimeter
07.2016 - 09.2024Read More
Perimeter College - Dunwoody Campus
No Degree from Business Administration And Management
Read More