Jamie Schenkerman
Naples,FL
Summary
Management Professional seeking a long-term career in which I can streamline my skills, and past experiences. Excellent verbal, and written interpersonal communication skills. Strong time management skills, with special attention to deadlines and ability to work in a fast paced environment. Goal achiever and problem solver, with a special focus on detail oriented projects. Records retention management to include scanning, document preparation, and processing. Critical-thinker, multitasker, and problem-solving skills with advanced abilities in multiple computer programs. Adept at collecting incoming documents, sorting, and filing them in manual and electronic systems. I am a dedicated, loyal hard worker who is highly motivated to learn and contribute to the overall team success. Continuously seeking opportunities within my role to expand my skills while facilitating and contributing to company growth.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Assistant Benefit Consultant
Brown & Brown Insurance
Naples, FL
06.2023 - Current
- Assist Benefit Consultants and Producers to develop and implemented benefit plans to meet the organization's goals.
- Coordinate and assist in conducting employee orientations to ensure understanding of the benefits provided.
- Prepare and gather information to prepare census to analyze nd evaluate current market conditions to suggest the best benefits programs to identify areas needing improvement.
- Gather and research effective benefit package solutions for Producers to present to potential groups employee benefits package.
- Provide continuous customer service support to clients regarding their benefits questions and concerns.
- Prepared and gather imperical data for Producers to present and negotiate contracts to clients and vendors to get competitive rates on benefit services.
- Prepared detailed reports on benefit plans utilization, costs, trends, and compliance issues.
- Assisted in resolving escalated claims issues related to health care coverage or other benefit plans.
- Prepared and distributed Benefit Confirmation Letters once enrollment period is closed.
- Prepared, document and gather information to adhere to strict compliance rules.
Customer Service Specialist
Gulfshore Insurance
Naples, FL
08.2022 - 05.2023
- Assist in preparing for Group Business & Renewal
- Attend potential new client meetings for clients that have a need for administrative and onboarding support
- Attend Open Enrollment meetings, as needed
- Complete spreadsheet enrollments or online keying of application
- Pull renewals from carriers and prepare renewal materials for EB Team to send to client
- Renewal Preparation
- Produce pre-renewal and renewal schedules at the request of the Account Manager/Executive
- Prepare Census, QC review & prep
- Handle requests timely and accurately in accordance with agency procedures and service standards
- Process Policies
- Accurate and timely processing of endorsements, audits, cancellations, and reinstatements
- Prepare audit letter, and, if agency bill, request check to include with the letter
- Ensure accuracy of new or existing data
- Assemble new enrollment kits
- Process in compliance with Company and agency guidelines and service standards
- Ensure accuracy of new or existing data
- Notify Account Manager/Executive of any errors or deviations to avoid potential E&O's
- Systems Maintenance (Sagitta, Zywave, ThinkHR and WorkSmart)
- Verify all BOR's (gained/lost) and New Business in Sagitta
- Administrative and Service Duties
- Handle minor client service related inquiries and requests escalating to AM when required
- Maintain documentation on carrier websites
- Responsible for ensuring all client documentation, both new business and renewal, is converted to electronic media and readily accessible by EB team members
- Revises existing Employee Benefits Procedure Manual in conjunction with VP EB Service and other team members as needed
- Attend marketing event and wellness fairs, as needed
Legal Secretary
Galbraith Law
Naples, FL
05.2021 - 01.2022
- Drafted letters and prepared legal correspondence for attorneys and clients
- Coordinated and scheduled in person meetings, virtual meetings, and telephone conferences
- Handled all incoming and outgoing correspondence
- Prepare Gift Tax documents to the IRS Photocopied, scanned all correspondence, documents and other printed materials needed for files
- Received and disbursed incoming mail
- Composed and revised legal documents
- Handled all incoming potential leads Proofed documents and submitted to attorneys for review and sent drafts to clients prior to finalizing documents at signing
- Gathered and prepared ancillary documents for clients Prepared Revocable Living Trust, Wills, Health Care documents, Durable Power of Attorney, Affidavit of Trusts and Letter of Instructions
- Prepared Excel Asset Summary Report and PowerPoint for client meetings
- Coordinated virtual meetings
- Opened new client files and new matters
- Responsible for handling calendar and schedule for 4 attorneys
Records Specialist
Western Global Airlines
Estero, FL
06.2015 - 02.2021
- Prepared engagement letters and financial summaries
- Acted as liaison between clients, and attorneys
- Processed and distributed invoices to bill clients
- Verified documents and certificates to record, catch and resolve discrepancies Retrieved, sorted, copied, electronically filed and manually filed original 8130 certificates, Airworthiness Documents and other pertinent documents and paperwork required by the Federal Aviation Administration
- Managed and processed daily log pages for 4 aircrafts on 3 separate computer programs Daily prepared Excel Discrepancy Sheet for 16 aircrafts and disseminated to all departments in Western Global Airlines
- Audited log pages daily and performed daily administrative duties, including answering calls, taking messages, other data entry
- Audited, disseminated information to correct department, individual or outside location
- Streamlined day-to-day office processes to meet long-term goals and increase productivity Resolved interpersonal conflicts by listening, finding common ground and building relationships.
Office Administrator
Southwest Florida Wealth Group
Bonita Springs, FL
09.2010 - 06.2015
- Coordinated schedules, administrative functions, quality assurance and process improvements to bolster operational output
- Facilitated communication between Raymond James Financial, Financial Advisor and clients to resolve issues and achieve performance targets
- Oversaw special event calendars for General Manager and Financial Advisor Detailed and arranged travel arrangements and venue reservations for conferences and seminars
- Handled all incoming and outgoing correspondence and monthly office newspaper for General Manager and Financial Advisor
- Opened new accounts by gathering pertinent confidential information and entered in a database system to track leads, interactions, relationships and propel sales opportunities
- Created and maintained computer- and paper-based filing and organization systems for records, reports and documents
- Maintained office supplies inventory by checking stock and ordering new supplies.
Office Manager/Recruiting Coordinator
Northwestern Mutual
Naples, FL
12.2008 - 08.2010
- Managed and updated recruitment software
- Executed strategies to achieve efficiency while meeting talent acquisition needs
- Coordinated training and appointments schedule for new recruits
- Sourced, qualified and conducted screening interviews with job candidates Built professional network connections within community and chose selected candidates for potential financial roles.
Executive Administrative Assistant
Naples Daily News
Naples, FL
02.2003 - 11.2008
- To the General Manager of Bonita Daily News and Naples Daily News
- Assisted Publisher and Director of Operations in facilitating new building project
- Prioritized and organized tasks to efficiently accomplish goals
- Handled multiple projects and tasks to ensure high quality and timely delivery Oversaw business communications and coordinated event promotion to increase brand awareness
- Helped to establish organizational vision and mission statement Coordinated and facilitated 3 office moves and merger of Bonita Daily New and Naples Daily News
- Instrumental in choosing architects, and furniture for new building Coordinated and facilitated Naples Daily News participation in the March of Dimes Walk, American Cancer Society and Scripps Spelling Bee for Lee and Collier County
- Achieve sales and customer service goals Created electronic filing system and paper-based filing and organization systems for records, reports and documents
- Participated in frequent communication with other administrative team members, human resources and finance departments on special projects and events
- Maintained office supplies inventory by checking stock and ordering new supplies Developed working relationships with customers through courteous telephone manners and follow-up, prioritizing customer service.
Legal Secretary
Kushi Law Firm, P.A.
Naples, FL
- Handle incoming and outgoing calls
- Gather information to open new client matter
- Open new client accounts
- Compiled and prepare documents
- Close accounts with completed matters
- Scan, file and distribute mail
- Addressed, documented and responded to incoming correspondences to address client inquires
- Assist in managing front desk, office and conference rooms
- Front office customer service, appointment management, and administration tasks to streamline workflow
Legal Secretary
Henderson Franklin, Attorneys At Law
Naples, FL
- Handle incoming and outgoing calls
- Gather information to open new client matter
- Open new client accounts
- Compiled and prepare documents
- Close accounts with completed matters
- Scan, file and distribute mail
- Addressed, documented and responded to incoming correspondences to address client inquires
- Assist in managing front desk, office and conference rooms
- Front office customer service, appointment management, and administration tasks to streamline workflow
Education
Masters Of Science - Management
Hodges University
06.2010
Bachelors Of Science - Communications
Colby Sawyer College
06.1995
Skills
- Proficient in Microsoft Office
- Word processing
- Excel
- Outlook
- Powerpoint
- Strong Writing and Communication Skills
- Drafting legal documents
- Business Correspondence
- Scheduling and Calendar Management
- Event coordination
- Benefits Administration
Certification
Certified 'Notary Public', State of Florida
Timeline
Assistant Benefit Consultant
Brown & Brown Insurance
06.2023 - Current
Customer Service Specialist
Gulfshore Insurance
08.2022 - 05.2023
Legal Secretary
Galbraith Law
05.2021 - 01.2022
Records Specialist
Western Global Airlines
06.2015 - 02.2021
Office Administrator
Southwest Florida Wealth Group
09.2010 - 06.2015
Office Manager/Recruiting Coordinator
Northwestern Mutual
12.2008 - 08.2010
Executive Administrative Assistant
Naples Daily News
02.2003 - 11.2008
Legal Secretary
Kushi Law Firm, P.A.
Legal Secretary
Henderson Franklin, Attorneys At Law
Masters Of Science - Management
Hodges University
Bachelors Of Science - Communications
Colby Sawyer College
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