Voluntary Benefit Specialists, LLC
Executive Administrative Assistant
March 2007 — July 2009
• Collaborated with company President to oversee client customer satisfaction.
• Developed complex spreadsheets detailing employer payments due and incoming monthly carrier commissions.
• Performed a variety of key new business functions, including application review and processing, addressed inquiries of current and potential employer groups and policy holders, facilitated marketing development for employer group sales and enrollments.
• Attended and directed onsite enrollment meetings, presenting voluntary benefits as well as assisting with medical enrollments.
• Ensured that all company employees and contracted employees are compliant with insurance licensing and carrier appointments.
• Developed professional presentations and scheduled all meetings and travel.
• Oversaw front-office operations, including record management, mail dissemination, supply inventory, and routine bank deposits.