Michelle Grembowitz
Virginia Beach,VA
Summary
Engaging, friendly and motivated Executive Assistant with experience and an ability to work with diverse individuals and teams. Organized with excellent time management skills and a natural drive to complete tasks with attention to detail and quality. Can work well individually or within a team.
Overview
24
24
years of professional experience
Work History
DIRECTOR OF CLIENT SERVICE - INSURANCE
LAROCHE WEALTH MANAGEMENT
01.2020 - 07.2020
- Direct flow of Disability, Life Insurance, Long-Term Care within client plans
- Responsible for assuring information is collected, applications are complete and accurate
- Point of contact for client inquiries as pertains to insurance and investments
- Assist client with obtaining answers and direction toward resources to support every aspect of client's financial picture
- Work with outside agencies in securing best possible outcome for clients.
Executive Assistant
FINANCIAL SECURITY GROUP, INC.
04.1997 - 12.2019
- Deliver full-scale administrative support to one Partner, teams composed of Agents, Representatives and other Assistants; includes setting up Agents and Representatives with appointments and licensure
- Supported Partner administratively including completion of daily reports, updates and other client servicing tasks, working independently to align operations with Partner's expectations and schedule
- Oversee financial planning efforts including acting as life insurance expert for home office and satellite branches
- Devise solutions used to address client needs in a comprehensive manner that leads to their satisfaction and repeat business; work with each client's designated Representative to help ensure all needs assessment efforts are carried out and outcomes are positive
- Touch base with clients to examine their respective portfolio; note issues and develop corresponding solutions
- Develop and deliver documents, summaries and research for use in client meetings; also provide data to organization regarding new legislation and product changes
- Manage all Life/Fixed Annuity Business, e.g
- Processing applications, replying to Agent questions, tracking business and reporting to Board on monthly production; dispense data related to life and fixed business
- Act as intermediary between clients and Representatives to resolve issues; also liaise between Representatives and various brokerages and life insurance companies to secure fiscal data for clients and help them decide what to buy/sell in their accounts
- Deliver first-class client service in the form of education, product details and account summaries
- Supported Advisory Department; join closely with back office teams to verify accuracy of information for clients, responding to questions about their portfolios as needed.
ADMINISTRATIVE ASSISTANT
TICATCH FINANCIAL/LINCOLN FINANCIAL GROUP
03.1996 - 04.1997
- Coordinated Advisor Office Operations including support to Independent Advisor; assisted with document management, calendar coordination, preparing meeting collateral and responding to client calls
- Ran proposals to aid Advisor in opening accounts
- Excelled autonomously to deliver first-class customer service to clients and assistance to peer colleagues.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Education
Business, English And Literature
Eastern Michigan University
Ypsilanti, MIBusiness Management
Tidewater Community College
Virginia Beach, VASkills
- Executive Support
- Administrative Operations
- Telephone & Email Etiquette
- Interpersonal Communication
- Leadership
- Proposals
- Trade Placement
- Correspondence Development
- Scheduling
- Calendar Management
- Letter Writing Skills
- Research
- Reporting
- Critical Thinking
- Problem Solving
- Strategic Planning
- MS Office
- Windows
- Proprietary Life/Securities Software
- EMoney
- Wealthscape
- Verbal and written communication
- Rules and regulations
- Corporate Communications
- Business Administration
- Investor Relations
- Decision-Making
- Staff training/development
- Customer Relations
Formally Held Licenses
- Series 6 Investment Company & Variable Contracts Products Representative
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Advisor Law
- Life and Health
Education Credentials
- Eastern Michigan University, Business, English and Literature
- Tidewater Community College, Accounting, Business Management and Economics
Timeline
DIRECTOR OF CLIENT SERVICE - INSURANCE
LAROCHE WEALTH MANAGEMENT
01.2020 - 07.2020
Executive Assistant
FINANCIAL SECURITY GROUP, INC.
04.1997 - 12.2019
ADMINISTRATIVE ASSISTANT
TICATCH FINANCIAL/LINCOLN FINANCIAL GROUP
03.1996 - 04.1997
Business, English And Literature
Eastern Michigan University
Business Management
Tidewater Community College
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