Professional administrative expert with significant experience in high-level support roles. Possess strong skills in calendar management, document preparation, and office operations. Known for collaborative leadership, adaptability, and results-driven approach. Highly reliable and effective in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Independent Insurance Broker
Freedom Equity Group
07.2023 - Current
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Sold life, and annuity products to individuals and affinity groups within assigned territory using consultative selling techniques.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Developed sales strategies to increase sales of insurance policies.
Met with prospective clients to discuss insurance needs and provide solutions.
Generated quotes and proposals for clients to match individual needs.
Developed and implemented promotional strategies to increase customer base.
Met with customers to provide information about available products and policies.
Educated clients on insurance policies and procedures.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Assist with international and domestic travel arrangements.
Coordinate meeting spaces with enterprise business partners.
Growth and development strategies within administrative teams.
Collaborated with the international marketing administration to coordinate meetings.
Knowledgeable in global enterprise strategies and scheduling.
Maintain global brand spending for international markets.
Assisted Foundation/Community team with external and internal events.
Assisted enterprise accounting team to reconcile the Foundation’s monthly expenses.
Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Prepared and distributed team-based communications to foster collaboration and enhance team morale.
Coordinated office activities and public events.
Prepared flawless emails and other documents upon direction of immediate supervisor.
Acted as backup for other employees by providing support and adapting to requirements of department.
Expertly coordinated logistics for functions both within and outside of organization.
Maintained personal schedule, professional calendar, and individual appointments for senior staff members.
Categorized and processed sensitive documents with information of deeply personal nature.
Assisted supervisory staff with management of complex calendars and to-do lists to support organization and productivity.
Arranged business travel details for company employees per supervisor requirements.
Acquired proper equipment, refreshments and supplies for meetings.
LEGAL ASSISTANT
MONSOON ASIAN & PACIFIC ISLANDERS IN SOLIDARITY
11.2021 - 04.2022
Language interpretation on behalf of survivors
Draft legal intake for attorney & team
Create client matters into CLIO platform
Draft initial petitions for dissolution
Draft motions and orders for civil legal matters
Meet with clients to discuss legal documents
Schedule appointments between clients, attorneys & advocates
Create agendas and conduct weekly meetings
Work closely with Advocates to ensure legal accuracy of documents filed
Maintain and manage caseloads until legal matters are closed and case filings are finalized
Direct communication with clerk administration to schedule for hearings and trials
Attend court hearings when needed
Direct contact with the county attorney’s office
Legal research of family law codes in Iowa and other states
Create presentation and training materials
Conduct monthly legal training with advocates
Assist with Violence Against Women Act (VAWA) petitions & applications
Knowledgeable in Criminal, Civil & Immigration laws and procedures
Co-advocacy with partnering organizations
Assist underserved communities
Provide life skills development, resources and referrals for survivors
Knowledgeable about domestic violence; gender-based violence; Asian, Native Hawaiian and/or Pacific Islander communities; cultural competency
Assist with data tracking
Organize and implement statewide legal clinics
Knowledgeable in creating flyers and marketing materials and strategies.
Handled office scheduling and made notes for deadlines, motions, and other important dates.
Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
Responded to client inquiries, providing accurate legal advice and offering assistance.
Assisted attorneys with reviewing and organizing witness reports.
Communicated pertinent information to clients via phone, email, and mail.
Contacted clients to schedule appointments and discuss progress of cases.
Revised and finalized letters, briefs, and memos.
Researched statutes, decisions, legal articles, and codes.
Interviewed clients to obtain information relevant to cases.
Developed polished motions and briefs to support litigation processes and court proceedings.
Attended court hearings and depositions to take notes and document proceedings.
Created weekly, monthly, and quarterly expense reports.
Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
Contacted witnesses to testify under oath at court hearings.
Prepared various exhibits for attorneys for public meetings, zoning commission meetings, and legal resolutions.
DIRECT SERVICES/COMMUNITY OUTREACH COORDINATOR
MONSOON ASIAN & PACIFIC ISLANDERS IN SOLIDARITY
01.2015 - 11.2021
Intake meeting with new clients.
Assist clients with basic needs.
Knowledgeable in MEDICAID, DHS and VAWA processes.
Schedule and attend court hearings with clients.
Interpret on behalf of clients for judges and attorneys.
Attend monthly meetings with other partnering organizations and coalitions.
Manage survivor caseloads.
Manage data entry for ICADV tracking.
Create marketing materials via Canva.
Develop new concepts for outreach events.
Organize monthly community outreach events.
Manage social media sites and newsletter updates.
Create event task lists for the team.
Manage budget and oversee events.
Assist with fundraising efforts.
Participate in yearly Domestic Violence training with Iowa State Patrol & law enforcement.
Familiar with presentations and public speaking.
Connected individuals with available and relevant resources.
Developed presentations for public events, community groups and school assemblies.
Developed presentations and media to promote community resources at seminars and other local events.
Developed long-lasting partnerships with local leaders, management team and peers with active engagement, exemplary communication and consistent issue resolution.
Facilitated community involvement and education of non-profit theatre events by maintaining and developing community partnerships.
Documented and analyzed performance of different programs in order to make proactive decisions about services.
Wrote content for newsletters, social media pages and informational packets.
Provided leadership, guidance and support to staff members.
Developed and implemented training programs for staff.
Assessed community needs and identified resources for social and community service programs.
Participated in community events to promote services and engage with public.
Partnered with local organizations to expand access to social and community services.
Coordinated with community stakeholders for successful implementation of social and community service initiatives.