Sarah Santos

• Provided high level administrative support to several senior partners and managers
• Assisted other Executive Assistants with supporting additional senior partners and managers
• Assisted CEO and Co-founder on multiple cases
• Managed all communications, calling and emailing high-stake clients directly on behalf of partners and managers acting as
a representative and extension of them and The Bridgespan Group
• Drafted, typed, proofread letters, memos, documents, reports and presentations
• Oversaw calendar management, scheduling meetings, resolving conflicts, and prioritizing commitments
• Arranged conference rooms, catering, presentation materials, audio/ visual set up for client facing and internal meetings as
needed
• Travel - Coordinated domestic and international travel arrangements, created/ adjusted reservations and provided logistic
support and itineraries
• Compiled and submitted monthly expense reports and time sheets
• Event planning - Worked with staff, venues, and vendors to coordinate complex meetings, retreats, social events and team
gatherings

• Organized office operations and procedures
• Partnered with HR to enforce office policies as necessary
Organized and scheduled meetings and appointments for providers and managed their calendars as needed
• Ensured top performance by office staff in all east coast locations
• Drafted and typed letters to outside providers and patients regarding treatment plans and compliance
• Coordinated with pharmacies and insurance companies concerning medications and appropriate healthcare coverage
• Called and emailed patients to coordinate care as well as routing incoming calls directed to providers and other office
staff as needed

• Answer incoming phone calls and online inquiries
• Log customer details into the database
• Schedule appointments and follow up with any missed appointments

• Call on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries
• Contact underwriter and submit forms to obtain binder coverage

October 2015- April 2017 & June 2017- April 2018