Nancy Woltz

· Prepared and managed the administrative budget and procurement of office supplies for all legacy offices.

· Full project management and primary point of contact for the decommissioning of 7 legacy offices.

· Full project management and primary point of contact for the planning and opening of 3 Acrisure campuses.

· Worked with the Head of Ops on new IT SharePoint/Folder consolidation for 14 legacy offices coming into the West Region.

· Helped design the new telecommunications design and phone tree diagram for the legacy West Region. Continued to help refine the process, add resources, and deploy training to all admin staff.

· Deployed an outsourced mail service to the entire legacy West Region. Negotiated pricing, primary contact for implementation, and worked with other team members to deploy training to all office admin team members.

· Worked with existing office staff to build a team that promoted collaboration, consistency, and positive culture across team members.

· Created consistency across all 4 Acrisure West campuses to create a consistent experience for all employees and visitors, no matter which office they entered. This included events, supplies, front desk greeters, mail, and back-office support.

· Help create and maintain an operational guide for leadership and employees to use as a resource for navigating contacts, departments, license, tax ID, education, locations, etc. See attachment.

· Worked with Acrisure Business Services and Accounting on invoice approval, expenses, and tax ID, E&O certificates, other business service requirements for the platform.

· Oversee daily office operations to ensure efficiency.

· Maintain office supply inventory and ordering.

· Coordinate the maintenance of office equipment.

· Event Planning: employee meetings, sales trips, and holiday functions.

· Expense Management and Contract Review – office supply, cleaning crew, logo/swag items, office construction, landlord requirements, IT, and phone.