Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Porterfield

Overland Park,KS

Summary

Dynamic Executive Assistant with a proven track record at Optum, UnitedHealth Group, excelling in executive support and meticulous calendar management. Adept at event planning and maintaining confidentiality, I leverage strong problem-solving skills to enhance operational efficiency and drive successful outcomes in high-pressure environments. Proficient in Microsoft Office and Salesforce.

Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.

Overview

30
30
years of professional experience

Work History

Executive Assistant

Optum, UnitedHealth Group
05.2005 - Current
  • Managed calendars and scheduled appointments for executives to ensure efficient time management.
  • Prepared meeting agendas and coordinated logistics to facilitate smooth operations.
  • Assisted in the preparation of reports and presentations to support executive decision-making.
  • Managed travel
  • Planned both employee and client events
  • Prepared and sent employee communications
  • Processed expenses for several leaders

Executive Assistant to the Chief Executive Officer

Health and Benefit Systems
09.2004 - 02.2005
  • Coordinated executive schedules, prioritizing meetings and events for optimal time management.
  • Managed confidential documents and sensitive information, ensuring compliance with privacy regulations.
  • Managed billing for clients
  • Created proposals for medical, life and health benefits
  • Conducted benefit meeting for clients during open enrollment
  • Coordinated high-level communications between CEO and senior management teams, ensuring alignment on strategic initiatives.

Benefits Specialist

Health and Benefit Systems
12.1999 - 09.2004
  • Administered employee benefits programs, ensuring compliance with regulations and organizational policies.
  • Facilitated open enrollment sessions, providing clear guidance on benefit options to employees.
  • Collaborated with HR teams to streamline onboarding processes and improve benefits communication strategies.
  • Maintained Life and Health insurance license
  • Assisted covered persons with customer support for special insurance issues
  • Sent out requests for proposals
  • Coordinated open enrollment activities, enhancing employee participation and understanding of options.
  • Managed vendor relationships to optimize benefit offerings and improve service delivery.

Medical Underwriter

Fortis Insurance Company
07.1995 - 10.1999
  • Evaluated medical histories to assess risk and determine underwriting decisions.
  • Collaborated with agents to gather necessary documentation for policy evaluation.
  • Reviewed and analyzed complex medical cases, ensuring compliance with underwriting guidelines.

Education

Liberal Arts And Sciences

University of Missouri
Kansas City, MO

Skills

  • Executive support
  • Administrative support
  • Strong problem solver
  • Schedule & calendar planning
  • Meticulous attention to detail
  • Information confidentiality
  • Customer Service-oriented
  • SalesForce super user
  • Microsoft Office Products
  • Event planning

Timeline

Executive Assistant

Optum, UnitedHealth Group
05.2005 - Current

Executive Assistant to the Chief Executive Officer

Health and Benefit Systems
09.2004 - 02.2005

Benefits Specialist

Health and Benefit Systems
12.1999 - 09.2004

Medical Underwriter

Fortis Insurance Company
07.1995 - 10.1999

Liberal Arts And Sciences

University of Missouri

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