SHERI VOGEL
Newport Beach,California
Summary
A highly-dedicated, goal focused professional with a wide range of experience in the insurance industry with an emphasis on general life insurance, investments and financial planning. A self-starting team player able to exceed expectations by prioritizing, organizing, planning and goal setting. A fast learner with a strong interest in continuing to master new business techniques and concepts in order to grow professionally and contribute to the success of an organization. Driven and resourceful administrative professional with 30+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
32
32
years of professional experience
Work History
Senior Executive Administrative Assistant
Tax & Financial Group
11.1991 - 07.2023
- Knowledge of general life insurance, investment and financial planning business
- Manage insurance underwriting process including ordering APS’ and exams, as well as follow up on outstanding requirements
- Request illustrations/proposals, reviews, coordinate policies/contracts to be issued and mailed out, obtain delivery requirements, and update advisor
- Assist with policy/account changes and maintenance including researching technical questions and preparing materials for review appointments
- Pull, populate, verify accuracy of and process new applications/contracts (electronically and via paper), account/policy service forms, and claims
- This includes mailing/emailing encrypted/and faxing of such forms as requested
- Type summaries of insurance in force or proposed as requested and ensure accompanied by statements and/or illustrations
- Run and provide business processing and servicing reports to advisors such as policy conservation, investment cash report and items for attention and help address various needs indicated in reports
- Maintain that required notes, notices and forms are scanned into clients’ Laser fiche file and posted to CRM Smart pad as received and/or distributed
- Follow up on form submissions to ensure accurate processing
- Track progression of account at different stages through communication with appropriate business lines
- Provide weekly report with status of pending new business as well as servicing requests to client’s advisor
- Assist clients via phone and email within allowable limits
- Schedule meeting with advisors weekly to communicate status of pending workflow and prepare for upcoming needs
- Ensure advisors are properly registered, licensed, appointed, and have met applicable product specific training requirements prior to providing forms for such business and/or submitting advisors business for processing
- Schedule client review meetings confirming pertinent details including meeting attendees, travel time, meeting address, items client should bring, and reserving time in Microsoft Outlook
- Maintain client list including but not limited to posting notes, updating activities, assigning new clients to households, removing duplicate clients, assigning review dates, and updating contact information
- Assist in coordinating conference rooms and teleconference/online meetings
- Assist in client event coordination including coordinating with vendors, marketing department, and maintaining client registration and attendance records
- Responsible for training other employees to perform similar job responsibilities from time to time
- Understand, adhere to and reinforce compliance regulations and safety guidelines related to responsibilities of this role.
Education
High School Diploma -
Edison
Huntington Beach, CA06.1985
Skills
- Microsoft Windows
- Internet
- Outlook
- Excel
- Word
- Power Point
- NetX360
- Smart Office
- Executive Support
- Strong Problem Solver
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Executive Administrative Assistant
Tax & Financial Group
11.1991 - 07.2023
High School Diploma -
Edison