Julie Barr

Highly organized and detail-oriented Financial Advisor Administrative Assistant and Life Insurance Agent with 5 years of experience supporting financial advisors and clients in a dynamic and fast-paced environment. Proven ability to manage schedules, handle client communications, and perform administrative tasks with a high level of efficiency. Adept at utilizing financial software and maintaining compliance with industry regulations.

- Client Relationship Management

- Life Insurance Sales and Policy Management

- Financial Software Proficiency (e.g., Excel, QuickBooks, CRM systems)

- Schedule and Calendar Management

- Document Preparation and Management

- Regulatory Compliance

- Effective Communication

- Confidentiality and Discretion

- Time Management and Multitasking

**Financial Advisor Administrative Assistant**

- Assist financial advisors in managing client portfolios and preparing financial plans.

- Schedule and coordinate client meetings, ensuring all necessary documents are prepared.

- Handle client inquiries and provide timely responses to ensure high levels of customer satisfaction.

- Maintain and update client records in the CRM system, ensuring data accuracy and confidentiality.

- Prepare reports, presentations, and other documents as required by financial advisors.

- Monitor and ensure compliance with industry regulations and company policies.

- Coordinate with other departments to streamline processes and improve efficiency.

**Life Insurance Agent**

- Assist clients in assessing their insurance needs and selecting appropriate life insurance policies.

- Explain policy details, coverage options, and benefits to clients in an easy-to-understand manner.

- Process policy applications, ensuring all required documentation is complete and accurate.

- Maintain client relationships through regular follow-ups and policy reviews.

- Stay up-to-date with industry trends, product offerings, and regulatory changes.

- Achieve and exceed sales targets through proactive client engagement and referral generation.

- Provided administrative support to a team of financial advisors, managing schedules, and handling client communications.

- Prepared financial documents and reports, ensuring accuracy and compliance with regulations.

- Assisted in the preparation of client presentations and financial plans.

- Managed client databases, ensuring up-to-date and accurate information.

- Coordinated with external vendors and service providers as needed.

- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)

- Experience with financial software (e.g., QuickBooks, CRM systems)

- Knowledge of compliance and regulatory requirements in the financial industry

• Licensed with the State of New Mexico in Life and Health insurance
• Responsible for prospecting business owners to provide supplemental employee benefits
• Educating clients on insurance benefits and enrolling in policies
• Managing business accounts for employee benefits
• Overseeing employee benefits for over 500 employees
• Managing an agency staff of 20 agents and brokers
• Training new agents to prospect employers, open accounts and assist employees with benefits, claims and administration
• Assisting new agents to achieve their goals and earn bonuses.

• Obtaining insurance authorizations for referrals to imaging facilities and hospitals
• Check insurance eligibility for patients
• Providing clinical information to insurance to have procedures authorized
• Researching hospitals and physicians for specialized patient referrals
• Managing over fifty patients per day for three Neurologists
• Manage office equipment and computers.

• Marketing & advertising - Developed and implemented marketing and promotional strategies with several manufacturers' representatives
• Accounts payable - Managed AP of over 100 food and beverage suppliers
• Payroll - Responsible for all aspects of company payroll for over 35 employees
• Human resources - Managed all aspects of HR including interviews and hiring of potential employees and Payroll
• Restaurant & Bar management - Responsible for day to day management.