Jamie Bartz
Roseville,MI
Summary
Experienced professional in the Industrial Contracting industry with a proven track record of achieving results. Efficiently schedules meetings, processes quote requests, generates proposals, and manages project schedules. Proficient in invoicing, AIA document preparation, and meticulous attention to detail. Committed to seamless operations and delivering exceptional client satisfaction.
Overview
16
16
years of professional experience
Work History
Account Coordinator
Lee Industrial Contracting
05.2013 - Current
- Manage operations for the top sales executive at a multi-site, nationwide contractor, ensuring seamless workflow and operational efficiency
- Maintain strong client relationships through consistent communication, ensuring satisfaction and engagement
- Support key projects from planning through completion, ensuring timely execution and delivery
- Organize and maintain comprehensive records, including contracts, invoices, and change orders
- Prepare and present regular project progress reports to senior stakeholders, highlighting key milestones and deliverables
- Draft and manage the proposal review process, coordinating feedback and revisions from stakeholders
Life Insurance Case Manager
Producers Choice Network
04.2012 - 05.2013
- Managed a case load for a nationwide insurance company, developing strategies to engage clients with a range of service offerings
- Created customized insurance plans aligned with clients' long-term financial goals
- Reviewed insurance applications for medical and financial accuracy, collaborating with Advisors to ensure timely life insurance placement
- Directed standardized processes for utilizing Ebix Ez databases, ensuring accurate customer information and eligibility data
Executive Assistant
MKD Wealth Coaches
06.2009 - 04.2012
- Supported the CEO by managing calendars, travel schedules, and optimizing personnel time and resources
- Created executive-level reports, presentations, and consumer facing materials
- Provided operational support for the 401(k) department, including generating reports and producing enrollment materials
- Streamlined office workflows to enhance productivity and client engagement
- Explained and demonstrated insurance policies, addressed client inquiries, and reviewed life/disability coverage to ensure adequacy
- Assisted clients through the underwriting process, including applications, exams, and policy delivery
Education
Some College (No Degree) - Business Administration
Macomb Community College
WarrenSome College (No Degree) - Business Administration
Baker College
Clinton Township, MISkills
- Advanced MS Office Suite
- Multi-site Operations
- Productivity & Efficiency Improvement
- Complex Schedule Management
- Project Reporting
- CRM software
- Document handling
Timeline
Account Coordinator
Lee Industrial Contracting
05.2013 - Current
Life Insurance Case Manager
Producers Choice Network
04.2012 - 05.2013
Executive Assistant
MKD Wealth Coaches
06.2009 - 04.2012
Some College (No Degree) - Business Administration
Macomb Community College
Some College (No Degree) - Business Administration
Baker College
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