Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lynn Iampietro

Pittsburgh,PA

Summary

Proven Proposal Specialist and Notary Public with a track record of enhancing the efficiency and accuracy of document processing at Vision Benefits of America, Inc. (VBA). Skilled in legal compliance and team leadership, I significantly improved client satisfaction and operational workflows. Expert in RFP development and confidentiality management, I consistently met tight deadlines while maintaining meticulous attention to detail.

Overview

39
39
years of professional experience
1
1
Certification

Work History

Notary Public

Vision Benefits of America, Inc. (VBA)
Pittsburgh, PA
03.2019 - 03.2027
  • Asked signers about validity of information contained in documents.
  • Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
  • Ensured that all signers understood the contents of documents they were signing.
  • Adhered to strict confidentiality standards at all times while handling sensitive information.
  • Educated customers about the process and requirements for notarization.
  • Kept updated on changes in local and state laws governing Notaries Public.
  • Verified identification of signee by looking through identification documents, licenses and passports.
  • Informed customers about fees charged for Notary services.
  • Attested to the authenticity of signatures on official documents.
  • Checked customer ID documents for completeness and accuracy prior to notarizing them.
  • Monitored expiration dates on customer IDs for accuracy and validity.
  • Affixed stamp or seal on documents as proof of witnessing event or deal.
  • Followed state laws regarding proper completion of notarial acts.
  • Recorded data from each transaction in a logbook or journal.
  • Verified customer signatures and identification documents.
  • Maintained records of all notarial acts performed.
  • Maintained positive working relationship with fellow staff and management.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Documented transactions in notary journal to maintained permanent records.

Proposal Specialist

Vision Benefits of America, Inc. (VBA)
Carnegie, PA
09.1992 - 02.2025
  • Created detailed quotations and RFPs outlining organizational offerings to prospective brokers and clients.
  • Collaborated with members of the Sales, Marketing, Financial & Legal teams to ensure content was complete, accurate and timely.
  • Created plans to propose solutions to problems related to efficiency, costs or profits.
  • Maintained positive working relationship with fellow staff and management.
  • Tracked deadlines associated with each bid process from initiation through award notification stage.
  • Identified needs of customers promptly and efficiently.
  • Reviewed and analyzed customer requirements to develop comprehensive proposal responses.
  • Proofread and edited all outbound proposals prior to submission.
  • Assisted in the development of marketing materials such as brochures and flyers.
  • Organized client meetings to provide project updates.
  • Coordinated review sessions with internal stakeholders for quality assurance purposes.
  • Provided guidance to team members on best practices for responding to RFPs and RFQs.
  • Collaborated with subject matter experts to ensure accuracy of proposals.
  • Maintained a database of historical data related to proposal development activities.
  • Updated knowledge base materials related to proposal writing techniques.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Created templates for standardizing proposal content across teams.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Worked with cross-functional teams to achieve goals.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Managed inventory and supplies to ensure materials were available when needed.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Administrative Assistant

CIGNA Individual Financial Services Company
Pittsburgh, PA
02.1988 - 08.1992
  • Administrative Assistant to agency's top producer. Secretarial duties (word processing, filing, copying, phones, scheduling appointments, monthly mailings, schedule medical exams, completing applications, client contact) as well as PC work running insurance illustrations.
  • Policyholder Service responsibilities include handling of all changes on in-force Life, Health and Disability insurance contracts i.e. loans, surrenders, changes of ownership and beneficiary, death claims, etc. This required a high volume of client contact via telephone and/or written correspondence.
  • Unit Technician responsibilities included secretarial duties to nine agents, word processing, typing answer phones, filing, copying, order supplies for office, financial planning work, preparation of mail and major mailings, follow-up on doctor statements, training of new receptionist and cross-trained on different job duties.
  • Receptionist responsibilities included answering incoming calls in a prompt efficient manner, light typing, distribution of phone messages, pick-up and distribution of incoming and outgoing mail.

Education

Winning RFP Responses

University of New Hampshire
Durham, NH
03-2024

Secretarial / Business Program

Bradford Business School
Pittsburgh
02-1988

Skills

  • Document verification
  • Signature authentication
  • Legal compliance
  • Confidentiality management
  • Customer education
  • Time management
  • RFP development
  • Team leadership
  • Editing and proofreading
  • Proposal development
  • Microsoft office
  • Sales support
  • Deadline oriented
  • Multitasking capacity
  • Time management abilities
  • Attention to detail
  • Salesforce
  • Content Server
  • Quest Analytics (Geo Access & Disruption)
  • Oracle
  • PCRM
  • RocketDocs

Certification

  • Resident Producer Individual License - Lines of Authority: Life and Fixed Annuities, Accident and Health - December, 2015 - September, 2022.

Timeline

Notary Public

Vision Benefits of America, Inc. (VBA)
03.2019 - 03.2027

Proposal Specialist

Vision Benefits of America, Inc. (VBA)
09.1992 - 02.2025

Administrative Assistant

CIGNA Individual Financial Services Company
02.1988 - 08.1992

Winning RFP Responses

University of New Hampshire

Secretarial / Business Program

Bradford Business School

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Lynn Iampietro