Joseph Sandmeier
Wilsonville
Summary
Enthusiastic Associate Account Manager. Skilled in Microsoft Excel, problem-solving, and communication. Always eager to try new things, learn, and improve. Solution-oriented and experienced in handling multiple tasks, time management, and data gathering.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate account manager & Associate benefits analyst
IMA; Employee Benefits
05.2023 - Current
- Prepare client documents for presentations
- Spread date on employee benefits
- Market to carriers for improved rates
- Review contracts for accuracy
Assistant to the Director of client management
Northwestern Mutual Oregon State University
08.2021 - 05.2023
- Process changes to client policies
- Generate presentations for client meetings.
- Scheduling
General Employee
McDonalds
Portland
06.2019 - 09.2019
- Handled Transactions
- Managed customer complaints and solved problems.
- Cleaned facilities, followed standard health and safety procedures
Education
Associate of Science - Finance
Oregon State University
Corvallis, Oregon06.2023
Skills
- Excel
- Data analysis
- Attention to detail
- Time management
- Team Management
- Analytical Skills
- Communication
Activities
- Oregon Food Bank, Volunteer in helping package food in warm and cold environments, Engaged with large teams, assisting with any needs or wants
- Founding Member of Movie Analysis Club at Oregon State, 09/21, 05/23, Built and organized Movie analysis club, Submitted financial statements in compliance with school regulations, Scheduled events
Certification
Oregon Life and Health Certification
Timeline
Associate account manager & Associate benefits analyst
IMA; Employee Benefits
05.2023 - Current
Assistant to the Director of client management
Northwestern Mutual Oregon State University
08.2021 - 05.2023
General Employee
McDonalds
06.2019 - 09.2019
Associate of Science - Finance
Oregon State University