Jennifer Williams

• Completed initial onboarding and training, including instruction on issuing replacement policies, medical disability insurance, and lead process.
• Attended daily instructional in-person and online sales meetings, reporting number of policies written and number of leads entered in Sales Central database. Personally reported up to 20 contact leads daily.
• Learned "Sales Central" customized database using Sales Force as its platform to enter all aspects of customer data and communication in sales flow process.
• Consistently met compliance requirements for company by promptly completing mandatory continuing education courses and staying current on industry regulations.

• Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
• Generated quotes and proposals for clients to match individual needs.
• Helped clients establish best possible coverage at lowest cost.
• Reviewed clients' current health care plans and helped evaluate needs against services and coverages eligible to receive.
• Made recommendations about obtaining insurance and helped people understand options for additional benefits such as prescription drug, vision, and dental policies.
• Partnered with insurance broker, utilizing proprietary software platform, and represented major Medicare insurance carriers after completing rigorous education and certification processes.
• Increased client satisfaction by providing personalized insurance consultations and recommending tailored coverage plans.

• Performed data entry of employer contribution reports from labor unions. Prepared balancing worksheets for transfer of funds. Processed over $500,000 in annuity transfers and union reciprocity reports to ensure employees’ benefits remained in effect. Processed bank reconciliations, balancing incoming A/R checks with outgoing deposits to labor union banks.
• Communicated with employers on various issues including discrepancies in their reports and late charges.
• Provided employers with "Letters of Good Standing," indicating no financial obligations and compliance within state guidelines it intends to do business.
• Performed month-end processing and prepared complex reports for company Board of Trustees and labor unions.
• Prepared reports relating to employer contributions, using company software system and MS Access and Excel.
• Tracked records, filed documents, and maintained communication between clients to manage office activities.
• Resolved issues through active listening and open-ended questioning, escalating major problems to manager.

• Prepared over 125 federal and state tax returns with sales revenue over $30,000 as first-year tax specialist.
• Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Prepared written responses or tax return amendments to resolve tax notices.
• Maintained thorough and current understanding of applicable tax laws.
• Processed client payments and made bank deposits.
• Greeted clients and answered multi-line phone system when filling in as receptionist.
• Scheduled appointments for prior year clients by using appropriate telemarketing techniques.

• Held several temporary positions while in Social Security Disability's Ticket to Work Program.
• Managed home and finances, including child-rearing, budgeting, retirement planning, and filing taxes. Coordinated four home moves.
• Recovered from over 15 surgical procedures, last five correcting long-term health conditions, culminating in superior knowledge in fields of medical insurance, terminology, and pharmaceutics.

• Created and maintained databases in MS Access used for 1) software programs developed as customer service tools; 2) collection of competitor information; 3) promotional programs designed for customer retention; and 4) periodic reporting of data to industry associations.
• Imported large data sets from CRM and SAP systems, mapping and formatting data to fields using database macros, creating ad hoc reports.
• Using MS Excel, developed data visualization dashboards depicting key marketing metrics to make complex data more accessible to stakeholders.
• Collected product and competitor data using various research methods, broadening market understanding and optimizing marketing strategies.
• Created "Quality Check Review Manual" to standardize data collection procedures for increased accuracy in reporting.

• Assumed staff management responsibilities of three Marketing Data Specialists, redefining job descriptions, increasing productivity, accuracy, and timeliness of data input and output.
• Awarded "Software Design Excellence Award" for role in direction, development, roll-out, and upgrade of B.O.S.S.™ (Bid Ordering Specification Software) program used as sales tool.
• Solicited and integrated feedback from users, communicating with outside designer, to enhance visual and technical aspects of program.
• Created and maintained all databases used on front end in MS Access, with outside designer maintaining SQL program on back end.
• Created and maintained databases for 1) generation of periodic price lists and incorporation into B.O.S.S.™ software; 2) maintenance of correct pricing in Qantel ERP system; and 3) uploading product data to GSA (Government Services Administration) website.
• Utilized MS Excel and Access and other reporting tools to author accurate queries and generated reports for large data sets.

• Led or participated on special project teams, managing tasks of varying complexity, including 1) multi-department team establishing company standards for electronic data; 2) creating program reducing obsolete inventory through modifying, discounting, or scrapping; and 3) implementing duty drawback procedures for filing drawback claims with US Customs, resulting in recovery of over $17,000.
• Learned how to write programming code in Qantel ERP system, which later provided bridge to downloading into MS Access, mapping fields, and creating import macros.
• Executed financial and bookkeeping tasks.
• Supported business and hospitality needs of Executive Staff during meetings and Company events.
• Handled confidential and sensitive information with discretion and tact.
• Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
• Screened personal and business calls and directed to appropriate party.
• Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
• Created and managed office systems to efficiently deal with documentation.

Marketing

• Increased national sales and brand exposure 17% by developing new packaging and marketing collateral, optimizing target audience reach.
• Delivered market intelligence, key competitive metrics, and product offerings to drive areas of opportunity.

Administrative

• Coordinated office/warehouse move to facility 400% larger.
• Facilitated employee medical insurance change with 35% reduction in premiums and increased employee satisfaction.
• Streamlined customer returned goods program, providing method that was 50% more cost-effective.
• Hired and supervised front-end staff who provided administrative support for returned goods program.

• Handled logistics, catering, agendas, and travel arrangements for monthly and annual meetings and events for Board of Directors, President, and visiting Buyers and Sales Executives.
• Updated spreadsheets and related charts depicting company performance and sales data.
• Using Dictaphone, transcribed fax correspondence to overseas offices in support of domestic sales and business development. Booked international travel.
• Screened and responded to calls and faxes.

• Completed professional development in Ensign College's Medical Coding and Billing program through BYU's PathwayConnect program.
• Anticipated graduation in December 2025 with certificates in Medical Coding and Billing; Web & Computer Programming / Web Development and Databases.
• Relevant Coursework: Advanced Excel and Word courses.