Jamie Bartz
Roseville
Summary
Results-driven professional with extensive experience in the Industrial Contracting industry. Proven track record of efficiently scheduling meetings, processing quote requests, generating proposals, and managing project schedules efficiently. Skilled in invoicing, AIA document preparation, and maintaining a keen eye for detail. Committed to ensuring seamless operations and exceptional client satisfaction.
Overview
16
16
years of professional experience
Work History
Account / Project Coordinator
Lee Industrial Contracting
Pontiac
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.
- Draft and manage the proposal review process, coordinating feedback and revisions from stakeholders.
Life Insurance Case Manager
Producers Choice Network
Sterling Heights
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.
- Utilized Ebix Ez databases, ensuring accurate customer information and eligibility data.
Executive Assistant
MKD Wealth Coaches
Auburn Hills
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 and disability coverage to ensure adequacy.
- Assisted clients through the underwriting process, including applications, exams, and policy delivery.
Education
Business Administration -
Macomb Community College
Warren, MI01.2013
Business Administration -
Baker College
Clinton Township, MI01.2004
Skills
- Advanced MS Office Suite
- Productivity and Efficiency Improvement
- Complex Schedule Management
- Project Reporting
- CRM Software
- Document Handling
References
References available upon request.
Timeline
Account / Project 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
Business Administration -
Macomb Community College
Business Administration -
Baker College
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