Versatile candidate with years of experience adapting, learning and facilitating exceptional performance in administrative and client-facing roles. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Senior Pricing & Review Specialist – Renewals
Insperity
09.2011 - Current
Analyzes medical, allocations, participation, claims history, trends of coverage and then formulates client's renewal pricing for both medical and Worker Compensation.
Summarize, combines data for Name/FEIN changes, merged clients and Review & Renew clients.
Analyzes and reviews re-evaluation requests or competitor bids and assigns new pricing or submits; with detailed documentation a recommendation to management for approval/direction.
Prepares and reviews monthly Control Group/RR, Special provisions, Review & Renew Paid-Loss Ratio reports and updates AIMs and Client Maintenance. to ensure accuracy.
Review Renewal Date conflicts and request Renewal Date changes as part of the preparation prior to template imports.
Verify Name/FEIN changes and Merged clients' employee movement and ensure proper documentation of these accounts.
Prepared Procedures for multiple functions; Competitive bid reviews, Pricing procedures for RR, NF & MC.
Identified areas of improvement in regard to preparation of Review & Renew averaging sheets; simplified the spreadsheet search for Life, Disability, Education and WC Claims; created formulated templates for Single File and Review & Renew competitor bids; Competitor Bid Plan comparison; formulated a table to calculate number of months between entered dates leading to increased productivity and reduced errors.
Successfully managed multiple competing priorities, balancing workload and ensuring consistent delivery of high-quality materials and responses.
Prepared and presented presentation of an overview of P&R Renewals preparation of Single File, Review & Renew clients as well as Name/FEIN and merged client examples for Renewals Team training.
Established strong relationships with internal clients addressing concerns promptly and maintaining open lines of communication.
Maintains open communications and is a resource for answering inquires or training.
Tax Associate
PwC
07.2007 - 06.2009
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Maintain detailed documentation within employee tax submissions and documentations with inserted notes and links for easier review of the data.
Prepared accurate Federal and State tax returns for Expatriates and Foreign National client employees.
Prepared Hypothetical Tax reports for the Client and Employees.
Responded to Internal Revenue Services tax inquiries and notices.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
Prepared and presented client presentations explaining the tax submission processes and services available to the employees.
Interfaced with clients to address their concerns with the services or any issues of their employees.
Individualized meetings with employees to review their tax returns, hypothetical tax reports, filing process and their financial responsibilities.
Worked closely with the PwC's overseas Tax departments to ensure specific international tax matters are properly facilitated within both country's tax laws
Participated in collaborated client relationship events; such as dinners or client organized charitable events.
Traveled for yearly week long training in various sights across the country.
Executive Administrative Asst. for Partner
PwC
09.1998 - 06.2007
Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
Handled administrative tasks such as expense report processing and invoice preparation; allowing executives to focus on high-priority responsibilities without distraction.
Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Reviewed incoming communications for urgency or importance; prioritized correspondence accordingly for executive review or action.
Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
Answered high volume of phone calls and email inquiries.
Provided overtime meal planning and met diet restriction of any of the staff.
Preparation of proposal materials and presentations for leadership review and mark-ups.
Traveled for training and participation in various planning meetings.
Executive Administrative Asst. for Director
Manpower Automotive/Delphi Interior Systems
04.1997 - 09.1999
Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
Handled scheduling for executive's calendar and prepared meeting agenda and materials.
Seamlessly interacted with colleagues to plan and complete special projects.
Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity.
Ensured timely completion of projects by monitoring progress against deadlines, providing updates to executives as needed.
Screened calls and emails and initiated actions to respond or direct messages for managers.
Drafted professional correspondence on behalf of executives, fostering strong relationships with clients and partners alike.
Assisted in the development of presentations, effectively conveying crucial information to stakeholders.
Fostered a positive work environment by addressing engineers' concerns.
Offered assistance, collaboration and clerical support to engineers
Answered high volume of phone calls and email inquiries.
Filed paperwork and organized computer-based information.
Created an Access Database for logging in important communications with a tracking of response deadlines
Assisted with fund raising initiatives such as UNCF, United Way and others
Insurance Agent/Account Executive
McNish-Dennehy Insurance
06.1995 - 04.1997
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Cross-sold medical, commercial, personal and life insurance products to existing and new clients.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Prepared and reviewed insurance applications to verify compliance with regulations.
Negotiated contracts successfully, securing favorable terms for both the company and clients.
Supervisor/Administrator/Licensed Agent
Dennis Lane and Associates
05.1992 - 04.1995
Supervisor; participated in weekly management meetings to discuss upcoming proposals, internal proposed additions or changes, prospective clients, general office matters
Facilitated credit life and disability claims for process, explanation of benefits and addressing complex claims determinations for prompt and fair settlements.
Audited credit union clients records for compliance and maintenance of insurance applications and documentations
Prepared proposals and presentations for Credit Union executives and their boards for the sale of various products such as Credit Life/Disability, Accidental Death and Dismemberment for their members; and Collateral Protection coverages options for their auto and recreational vehicle loans.
Manage a book of Auto and Homeowner insurance policies
Education
BBA - Business Administration And Management
Davenport University
Warren, MI
06.2005
Skills
Problem-Solving
Time Management
Reliability
Multitasking
Team Collaboration
Teamwork and Collaboration
Training and mentoring
Microsoft Office
Education
Bachelor’s degree in business administration, Management, Davenport University, 08/05, with Honor
Highlights and qualifications
Analyze and determine pricing for renewing Single File, Review & Review, Name/FEIN changes & Merged clients.
Prepare and clean-up of monthly reports: AIMs, Client Maintenance, Special Provisions, Client Maintenance prior to monthly template renewals import.
Created efficiencies/processes report review/preparation.
Provide Prospective Client historical data for termed Returning Clients.
Prepared responses to P&R Renewals in-box inquiries and requests.
Competitor bid reviews and amendment determinations.
Review clients for Section 125 conflicts.
Provided training sessions for the Renewals Department and P&R Renewal Specialists.
Written procedures for various aspects of the P&R Renewal job responsibilities.
Substitute taught for Humble ISD at all grade levels.
Vice President of Woodland Hills PTA – Chaired their largest fundraiser (Carnival).
Prepared Individual Tax forms for Expat and Foreign Nationals along with tax Hypothetical Analysis reports.
Drafted responses to IRS tax notices.
Prepared and presented tax technical courses.
Executive meeting preparation, scheduling, travel planning; and ad-hoc administrative requests.
Preparation of proposal materials & presentations.
Preparation of client contracts.
Served on multiple Committees.
Insurance agent for 9 years (Property & Casualty; and Life & Health).
Administrator for Credit Life & Disability insurance and Collateral Protection Insurance.
Organized, facilitated & served charity events/Dinners for Rotary International.
Affiliations
Former Rotary International
Formerly served on Woodland Hills Elementary PTA
Formerly National Charity League, Kingwood Livable Forest Chapter
Certification
Formerly Licensed in Health & Life insurance agent the State of Texas
Formerly Licensed as a Property Casualty, Life & Health insurance agent and Claims Adjuster in the State of Michigan
Texas State Certification for Education K-8 (2011) & Texas State Certification for ESL (2011)
Volunteer
Currently serve as Secretary for Dora's Dawgs and Katz / Shift Leader/Ad-hoc
Provide administrative services for the animal shelter which includes; send Thank you letters with Receipts
Upload and maintains the Adoptapet.com website
Provide volunteer time documentation for court ordered community services served and documentation for any other organizations
Preparation and record maintenance of forms; Applications, Returning pet forms, Volunteer Liability Waiver forms, etc.
Coordinates coverage 1 night a week to walk all of the dogs, clean the crates and fill water
Attends adoption events and assists with the animals and answering of prospective adopter's questions
Assist wit the set-up/tear down of adoption events
Administer vaccinations to dogs and cats
Timeline
Senior Pricing & Review Specialist – Renewals
Insperity
09.2011 - Current
Tax Associate
PwC
07.2007 - 06.2009
Executive Administrative Asst. for Partner
PwC
09.1998 - 06.2007
Executive Administrative Asst. for Director
Manpower Automotive/Delphi Interior Systems
04.1997 - 09.1999
Insurance Agent/Account Executive
McNish-Dennehy Insurance
06.1995 - 04.1997
Supervisor/Administrator/Licensed Agent
Dennis Lane and Associates
05.1992 - 04.1995
BBA - Business Administration And Management
Davenport University
Formerly Licensed in Health & Life insurance agent the State of Texas
Formerly Licensed as a Property Casualty, Life & Health insurance agent and Claims Adjuster in the State of Michigan
Texas State Certification for Education K-8 (2011) & Texas State Certification for ESL (2011)
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