Lorie Long
Webster Groves,USA
Summary
Highly skilled administrative professional with a record of outstanding organization and leadership support, effective communication skills that foster strong relationships, dedicated customer service focused on client satisfaction, conscientious management of data, contract terms and priorities for clients, donors, and agencies.
My experience has taught me to take charge of my responsibilities, determine solutions, and work efficiently both independently and within a team to address the issues at hand. Adept at streamlining operations and skills.
Overview
25
25
years of professional experience
Work History
Regional Leader BOA
Edward Jones Region 361 St Louis MO
09.2019 - Current
- Started as Second BOA, specializing in insurance case management.
- Developed processes for transitioning client meetings and events to virtual format.
- In July 2020, our team became the Regional Leader branch for then Region 261.
- Collaborated with Regional Leader, Key Leaders and BOA Leadership teams to plan and execute regional meetings via Zoom, transitioning back to in person format post COVID.
- Co-produced monthly Region Forum FA/BOA development and recognition Zooms fostering connection and alignment with region goals.
- Organized client-facing and internal multi region webinars. Co-created Discovery Session Sheets offered firm wide for BOA Spring Regionals with Lyn Lodholz and the Home Office Discovery team.
- Led strong BOA Leadership Teams, supporting development with monthly 4DX meetings, empowering them to create and host BOA Development large and small group lunches and our Roundtable support program for new BOAs in their first two years.
Office Manager
NCJW-STL
03.2018 - 09.2019
- Strengthened donor and board relationships by implementing efficient communication strategies, improving engagement and retention.
- Provided administrative support to the Executive Director.
- Managed all organization calendars, mailing lists, and committee rosters.
- Prepared reports for quarterly member bulletins.
- Tracked volunteer data.
- Collaborated with program and shop staff on fundraising events, educational programs, advocacy actions, and conferences.
- Meticulously kept donor records, processed bulk mailings.
- Handled financial tasks such as daily deposits, accounts payable, and budget preparation. Assisted with the annual audit.
- Managed event registrations.
- Maintained office operations, coordinating building needs with service providers, submitting property tax reports.
- Prepared capital improvement records for Board approval.
Client Relationship and Office Manager
Paramount Agency Associates, Inc.
10.2000 - 03.2018
- Served as primary customer service contact for a diverse client base, assisting with life insurance and annuity applications, policy changes and claims, while ensuring compliance with industry standards.
- Collaborated with medical record and exam providers to address client needs while maintaining secure records.
- Lead policy review program, identifying client needs and facilitating ongoing communication.
- Managed Agency calendars, coordinated meetings, prepared presentation materials.
- Processed agency contracting, licensing, and renewals.
- Built strong relationships with carrier sales, service, and underwriting teams.
- My role extended to office operations, including vendor coordination, equipment maintenance, contract negotiations, and IT support for seamless agency functionality.
Bookkeeper
Cook Family Limited Partnership
01.2007 - 01.2021
- General ledger entry, bank account reconciliation, accounts receivable and payable for a small Family Partnership (owners of Skyview Ranch and various rental properties).
- Processed caretaker payroll.
- Created end of year profit and loss and balance sheets.
- Prepared and processed correspondence with various agencies and contractors for sale and renovation of Partnership properties.
- (concurrent with Paramount Agency Associates role)
Skills
- Experienced in Microsoft 365, CRM Systems, Virtual Communication Tools and Meeting Platforms, Event Coordination, Financial Reporting
Timeline
Regional Leader BOA
Edward Jones Region 361 St Louis MO
09.2019 - Current
Office Manager
NCJW-STL
03.2018 - 09.2019
Bookkeeper
Cook Family Limited Partnership
01.2007 - 01.2021
Client Relationship and Office Manager
Paramount Agency Associates, Inc.
10.2000 - 03.2018
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