Kelly Bertrand
Galveston,Texas
Summary
To have a professional experience with growth and encouragement with your company.
Overview
27
27
years of professional experience
2
2
years of post-secondary education
Work History
Marketing Associate
American National Insurance Company
05.2021 - Current
- Assist Administrative Assistant/other employees on our floor with clerical duties
- Records Coordinator for department
- Assist Vice President and National Sales Managers, National Marketing Director with any issues
- On Daily Basis, Open, read email, and respond to request from NMD/NMS/Agents and clients within 24/48 hours, On Daily Basis, Listen and respond to request from NMD/NMS/Agents and clients within 24/48 hours and return all phone calls within 24/48 hours
- I approve or decline all Agent contracts for Life & Annuity Distribution
- Respond to emails/calls from Field Support to assist agent with issues
- Prepare Excel spreadsheet for Negative Report once a week and ART/TERM Conversion at first of every month
- Prepare excel spreadsheet for downline projects for NMDs and set up termination projects
Sr. Administrative Assistant
American National Insurance Company
11.2020 - 05.2021
- Assisting with solutions for specific problems with clients, agents, administrative duties, licensing, contracting and commissions
- Answer incoming calls, distribute mail, order supplies and marketing promotional needs
- Order and maintain inventory of marketing promotions
- Record coordinator for department
- Work with our National Sales Directors, National Sales Managers, Agencies, and Agents to resolve issues as needed
- Maintain filing system for department and retrieve information from files as needed
- Audit and process expense reports and commission request
- Coordinate travel, meetings, and other department activities
Office Manager
AA Stucco & Painting
04.2015 - 11.2020
- Provide and prepare payroll, AP/AR, bank reconciliation and financial statement
- Answer phone and assist clients with their needs
- Provide all office administration and advertising duties
- Prepare bids and order materials for the job
- Set up schedules for work crews
- Work cash register for orders
- Provide communication with owner on weekly basis
- Prepared payroll and taxes
Sr. Executive Administrative Assistant
Marathon Oil Company
06.1998 - 03.2015
- For President, CFO, Executive VP of Major Projects, North America HESS VP, Bakken VP
- Answer phones and greet visitors
- Verify and log in mail and distribute
- Prepared correspondence between executive, inside disciplines and outside high-end clients
- Prepare Minutes, Accountability, Monthly, Weekly report to all executives, regional managers, and project managers
- Prepare PowerPoint presentations for Executive Committee meetings, Safety meetings and project presentations
- Arranged all travel accommodations with commercial and aviation division
- Maintain calendars, prepared expense reports with Concur
- Order and organizes supplies
- Use SAP, report time for executives/their teams and prepare/pay invoices in SAP
- Records Coordinator/Document Management for all offices
- Organize Analyst, Stockholders, and Investor's meetings
- Assist on producing the Annual Report and distribute
- Worked with Public Affairs on mailouts, employees' meetings media events and volunteer events
- Prepare and executed Diversity Meetings, First Oil Celebrations, Project Sanctions, Employee Meetings, Birthday celebrations, Holiday parties and United Way Campaigns
Education
Business
Houston Community College
Houston, TX 01.1983 - 01.1985
Skills
- Self-Starter
- Self-motivated
- Strong organizational skills
- Positive attitude
- Great communicator
- Team player
- Creative player
- Proactive
- Goal oriented
- Extreme confidentiality
- Microsoft Office
- Word
- Excel
- PowerPoint
- Visio
- Access
- SAP
- SharePoint
- Concur
- Teams
- Video Conferencing
- Publisher
- BPM
- Expert Office
Timeline
Marketing Associate
American National Insurance Company
05.2021 - Current
Sr. Administrative Assistant
American National Insurance Company
11.2020 - 05.2021
Office Manager
AA Stucco & Painting
04.2015 - 11.2020
Sr. Executive Administrative Assistant
Marathon Oil Company
06.1998 - 03.2015
Business
Houston Community College
01.1983 - 01.1985
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