Melissa Ellis
Walla Walla,United States
Summary
I am passionate about helping others plan for their futures and helping them meet their goals by locating the best life insurance policy to fit their budget and lifestyle. In addition, I have vast experience as a Corporate Event Planner, providing seamless event coordination, expert communication, and organizing memorable events that exceed client expectations. Throughout my career, I have discovered that I thrive on challenges and do my best work in high-volume settings. I also enjoy working on a team and believe that my genuine personality is a perfect match for positions where I can make a positive impact on the lives of others, while fulfilling my own financial goals.
Overview
23
23
years of professional experience
Work History
Life Insurance Agent
Alliance Insurance Company
10.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Health & Life Insurance Agent
Compass Health Consultants
11.2022 - 10.2023
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Navigate multiple computer systems while seamlessly interacting with the customer.
- Demonstrates active listening, with the ability to explain complex policy and coverage information in understandable terms.
- Provided comprehensive customer service to drive client satisfaction.
- Regularly participates in ongoing training to learn about new products and services.
- Generated leads through cold-calling, networking and other outreach methods.
Corporate Event Planner
Health Connexxtions
12.2008 - 11.2022
- Consulted with customers to determine objectives and requirements for events.
- Created detailed timelines and budgets for events to meet all deadlines.
- Evaluated and selected service providers and vendors according to customer requirements.
- Created and maintained event expenditures, budgets and timelines in job-related software.
- Acquired contracts and agreements to finalize negotiations and obtain approval signatures.
- Coordinated transportation and parking arrangements for guests and vendors.
- Trained and supervised event staff to complete tasks on time.
Administrative Assistant II
Chaffey College
10.2005 - 03.2007
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Managed department budgets and generated financial reports for management review.
- Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
- Transcribed and organized information to assist in preparing speeches and presentations.
Financial Aid Program Assistant
Chaffey College
08.2003 - 10.2005
- Provides administrative support to the Director of Financial Aid
- Manage the executive calendar for the Director of Financial Aid, including scheduling both on and off campus appointments
- Prepare meeting agenda(s) and background material for all meetings; provides meeting set-up for the
- Director of Financial Aid, including locating conference rooms, audio-visual equipment and coordinating meeting materials
- Manage the travel plans and expenses for the Director of Financial Aid and for the entire Financial Aid
- Department staff; process travel plans, including assisting in securing airfare and hotel accommodations and prepare and process appropriate paperwork associated with travel; reconcile travel and expense transactions and reimbursements in accordance with the college policies
- Prepares confidential communications on behalf of the Director of Financial Aid
- Conducts intake interviews with students, determines need for financial aid eligibility; interprets test results; makes referrals to other on- and off-campus programs and services
- Provides a variety of guidance to assist students in meeting educational goals; coordinating campus- wide workshops and student orientation; explains program policies and procedures
- Assists in development or program goals, activities, and budget;
- Served on the CASFAA Conference Committee, coordinating the logistics of the annual conference.
Executive Receptionist
Burrtec Waste
09.2002 - 08.2003
- Serves visitors by greeting, welcoming, and directing them appropriately
- Notifies company personnel of visitor arrival
- Maintains security and telecommunications system
- Informs visitors by answering or referring inquiries
- Directs visitors by maintaining employee and department directories
- Maintains security by following procedures, monitoring logbook, and issuing visitor badges
- Operates telecommunication system by following manufacturer’s instructions for house phone and console operation
- Melissa Ellis - page 3
- Keeps a safe and clean reception area by complying with procedures, rules, and regulations
- Supports continuity among work teams by documenting and communicating actions, irregularities, and continuing needs
- Contributes to team effort by accomplishing related results as needed.
PBX Operator
Providence St. Mary Medical Center
12.2000 - 06.2002
- Greet patients and visitors at the hospital front desk and ask how they would like to be assisted
- Provide the required information in person and direct visitors/patients to appropriate staff members or departments
- Set up and maintain complex communication systems such as PBXs, intercoms, and public address systems
- Take telephone calls and respond to inquiries aimed at hospital services and procedures
- Transfer telephone calls to intended recipients after screening them properly
- Arrange for appropriate emergency services by paging relevant medical staff members
- Make outgoing calls on requests of hospital staff members
- Answer queries pertaining to admitted patients by following strict confidentiality protocols
- Perform clerical duties such as typing and proofreading important documents
- Arrange for meetings with doctors and other staff members
- Operate paging systems and intercoms to communicate with medical staff during emergency services.
Education
Bachelor of Arts - BA - Social Sciences
Washington State University
Associate of Arts - AA - undefined
Walla Walla Community College
Skills
- Customer Experience
- Customer Needs Assessments
- Outbound Calls
- Special Events
- Email Campaigns
- Conducting Seminars
- Customer Support
- Office Operations
- Administrative Support
- Prospecting Clients
- Life Insurance Sales
- Referral Generation
Timeline
Life Insurance Agent
Alliance Insurance Company
10.2023 - Current
Health & Life Insurance Agent
Compass Health Consultants
11.2022 - 10.2023
Corporate Event Planner
Health Connexxtions
12.2008 - 11.2022
Administrative Assistant II
Chaffey College
10.2005 - 03.2007
Financial Aid Program Assistant
Chaffey College
08.2003 - 10.2005
Executive Receptionist
Burrtec Waste
09.2002 - 08.2003
PBX Operator
Providence St. Mary Medical Center
12.2000 - 06.2002
Bachelor of Arts - BA - Social Sciences
Washington State University
Associate of Arts - AA - undefined
Walla Walla Community College
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