Summary
Overview
Work History
Education
Skills
Websites
Certification
Volunteeraffiliations
Timeline
Generic

Kelly Haley

Eagan,MN

Summary

My passion is in transforming business operations and exceeding client expectations with a commitment to continuous learning, client satisfaction, and a solution-oriented mindset. Proactive with improving organizational operations and procedures to provide support in managing daily operations, enhancing efficiency allowing executives to focus on high priority activities. Seamlessly manage multiple assignments with superior followthrough and attention to detail with excellent verbal and written communication skills.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Assistant Operations Coordinator

K&G INVESTMENTS
01.2021 - 01.2024
  • Assisted office operations in a real estate investment business environment
  • Facilitated direct mail marketing campaigns to acquire properties for investment
  • Researched probates to acquire data to reach target market
  • Processed accounts payable and managed company bookkeeping with extensive data entry
  • Handled financials for over 25 rehabbed properties at a time by implementing tracking spreadsheets
  • Coordinated owner's travel schedule, team meetings, agendas and events
  • Managed vendor database and annual audit to ensure accuracy and update required documentation
  • Moderated social media webinars for property rehabilitation coaching clients

Director of Operations

NORTHWESTERN MUTUAL
01.2015 - 01.2021
  • Company Overview: (Dave Dettmann Financial Advisor)
  • Manage client's insurance and investments accounts while overseeing business operations
  • Responsible for complex client service documentation and support
  • Recommended expanding personnel and assisted in hiring and onboarding process
  • Managed underwriting requirements process for over 100 clients at one time
  • Researched carriers and insurance quotes to recommend the best options for client's financial needs
  • Operated client database to ensure accuracy and maintain appropriate documentation
  • (Dave Dettmann Financial Advisor)

Insurance Underwriting Specialist

NORTHWESTERN MUTUAL
01.2000 - 01.2015
  • Company Overview: (Access Financial Services)
  • Administered insurance underwriting managing various service requests and critical communication with clients and underwriters
  • Improved underwriting case management using developing technology
  • Tracked and maintained licensing and contracting requirements for firm's representatives
  • Facilitated firm's adherence to compliance regulation and changes
  • (Access Financial Services)

Education

Bachelor of Arts (BA) - Sociology, Business Administration

University of Minnesota
Minneapolis, MN

Skills

  • Google Chrome
  • Asana
  • MS Teams
  • MS Office
  • Word
  • Excel
  • PowerPoint
  • MS 365 CRM
  • Slack
  • Dropbox

Websites

Certification

Minnesota Life/Health Insurance License, 01/01/00 - 12/31/21

Volunteeraffiliations

  • Easter Lutheran Church, Nursery care, Church School supply coordinator
  • Eagan Athletic Association, Coached girls volleyball, Assistant coach girls track and softball
  • Community Services, Feed My Starving Children, Loaves and Fishes, Salvation Army, Habitat for Humanity

Timeline

Assistant Operations Coordinator

K&G INVESTMENTS
01.2021 - 01.2024

Director of Operations

NORTHWESTERN MUTUAL
01.2015 - 01.2021

Insurance Underwriting Specialist

NORTHWESTERN MUTUAL
01.2000 - 01.2015

Bachelor of Arts (BA) - Sociology, Business Administration

University of Minnesota

Similar Profiles

CREATE PROFILE
Kelly Haley