Regional Marketing Coordinator Resume
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Resume:
ERATIONS, FINANCE & MANAGEMENT PROFESSIONAL\\r\\n\\r\\nProcess Mapping / Consumer, Corporate, and Government Contracting / Financial Analysis / Training & Development /Investigation, Analysis, Customer Service, Market Analysis, Marketing, and Problem Solving \\r\\n\\r\\nPROFILE\\r\\n\\r\\n• Comprehensive business experience in sales and operations management, including strategic planning, relationship development, budgeting, process improvement, policy & procedure development, and problem solving.\\r\\n• Highly skilled negotiator with in-depth military contracting experience; proven ability to foster and manage key business relationships with government agencies, customers, vendors, management, and staff while achieving critical organizational objectives in a fast-paced, politically-sensitive environment.\\r\\n• Demonstrated talent for facilitating change, providing leadership and garnering consensus among staff at all levels, as well as aligning and achieving organizational objectives through cross-functional collaboration, open communication and high ethical & professional standards.\\r\\n• Well-versed in various government regulations, procedures, and protocols relating to military contracts such as FAR regulations.\\r\\n• Strong analytical and financial skills, including forecasting, gap analysis, and risk measurement.\\r\\n• Solid background in training personnel to achieve peak performance levels.\\r\\n• Ability to quickly make critical decisions, work independently and lead diverse teams\\r\\n\\r\\nPROFESSIONAL EXPERIENCE\\r\\n\\r\\nAllstate (Workplace Division), Plymouth Meeting, PA – Present\\r\\nRegional Workplace Marketing Coordinator\\r\\nComprehensive knowledge within the Voluntary Insurance Products Workplace Division. Licensed as a Life, Accident, and Health producer.\\r\\n&#; Developed marketing materials and communications (newsletters, fliers, product summaries) for Region/Territories. \\r\\n&#; Trained Allstate agents, support staff, peers, and Allstate Financial Services personnel on individual and workplace products, marketing, and technology infrastructures and applications. \\r\\n&#; Acted as liaison for home office – answering questions, researching problems, requests for proposals. Developed reports to be used by Regional Vice President and home office personnel. \\r\\n&#; Was catalyst in the Lead Management Program. \\r\\n&#; Participated in Market Development plan for Region alongside the Vice President and Territory Managers. \\r\\n&#; Instrumental in meeting and exceeding our Regions sales goal.\\r\\n\\r\\nAmeriprise Financial Services, Inc., Conshohocken, PA – \\r\\nFinancial Planner/Advisor\\r\\nProvide comprehensive financial and retirement planning services to individuals and small businesses; prospect clients, identify financial goals and use consultative selling techniques to present solutions based on net worth, cash flow, and current financial status; counsel clients regarding protection planning, wealth management, and retirement and tax planning, as well as estate planning.\\r\\n\\r\\n&#; Develop long-term relationships with clients to drive future business development opportunities.\\r\\n&#; Leverage Ameriprise’s Community Connection Program to partner with local businesses to present lunch and learn seminars, driving business to local establishments and identifying prospect opportunities. \\r\\n&#; Proactively maintain current knowledge regarding Ameriprise products and services as well as laws and regulations affecting the industry.\\r\\n&#; Met Q revenue target and pacing to exceed goal.\\r\\n&#; Received the Mercury Award, recognizing new employees within first six-months of hire for outstanding performance.\\r\\n&#; Recognized as a Top Achiever Award and was ranked out of , advisors nationally.\\r\\n&#; Successfully passed the Series , Series , and the LAH exams. \\r\\n&#; Certified Funds Specialist (CFS) & Chartered Retirement Planning Counselor (CRPC) designations.\\r\\n\\r\\n\\r\\nLORAINE E SMITH PAGE \\r\\n\\r\\nNational Forwarding Co., Inc., Broadview, IL – \\r\\nIndependent Consultant, – \\r\\nLeveraged comprehensive industry knowledge, including Federal Acquisition Regulations (FAR), government agency policies and procedures, and internal processes to provide expertise to the company regarding military clients.\\r\\n\\r\\n&#; Authored a military procedure manual based on FAR requirements and corporate policies, which was provided to all personnel, drivers, local agencies, military bases, and the Department of Defense (DoD) headquarters.\\r\\n&#; Constructed policies regarding requirements for employees and agencies to participate and procedures of DoD and corporate; personally traveled to and presented manual to local agencies as well as trained stakeholders; inspected facilities and offices to ensure compliance with government and corporate regulations; submitted detailed results to CEO, CFO, COO, President, and VPs of National with recommendations and observations. \\r\\n&#; Received recognition from the President, Vice Presidents, CEO, & the DoD for outstanding performance. \\r\\nManager, Claims and Customer Service, National Claims Services, Inc., – \\r\\nAssistant Manager, Administrative Claims Assistant, Lead Claims Adjustor, – \\r\\nPromoted into position to oversee the claims division. Managed the claims and customer service division for household goods transportation serving major military clients, including the Department of Defense, military bases, and moving, storage, and warehousing agencies.\\r\\n\\r\\n&#; Reduced processing time %, accounting time %, and error rates % by working closely with the MIS Director to implement automatic postings to the General Ledger Account and to automate the check generation process. \\r\\n&#; Increased clientele % by co-conceiving, designing, producing, and marketing National Claims Services, Inc., a third party claims settlement service.\\r\\n&#; Successfully negotiated and received precedent-setting decisions for % of appeals filed with the Defense Office of Hearings and Appeals (Division of the Department of Defense); obtained several large refunds for overcharges.\\r\\n&#; Trained personnel in procedures and specialized processing resulting in an overall -% increase in productivity and efficiency.\\r\\n&#; Recruited and trained key employees in assertiveness, business writing, negotiation, oral communication, customer service, government regulations & applications, and facing fears & problem solving, which resulted in an increase in overall employee retention rate.\\r\\n&#; Developed quality control procedures to ensure maximization of staff and equipment, follow up in problem areas, recognition for outstanding performance, and continued process review in order to exceed government standards and continue to expand business.\\r\\n&#; Led team of VP’s and Directors in developing a comprehensive customer satisfaction survey for National Van Lines (corporate office of National Forwarding Co., Inc.); reported directly to CEO, CFO, and board of directors.\\r\\n&#; Assisted in obtaining over favorable contracts through working with the Operations and Quality Control Divisions to monitor agents and appealing violations and evaluation scores.\\r\\n&#; Designed and wrote a customer handbook to be used in educating the consumer in their responsibilities, creating fewer complaints regarding servicing and expectations.\\r\\n&#; Sponsored by National for the Young Executive Development Program through the American Moving and Storage Association (only invited each year).\\r\\n&#; Served as a member of the board for the Claims Prevention and Procedures Council (CPPC); developed conferences, authored articles for publication, and led discussion groups on military affairs.\\r\\n\\r\\n\\r\\nEDUCATION\\r\\n\\r\\nDeSales University, Center Valley, PA • MBA / Finance, currently pursuing ( classes remaining)\\r\\n\\r\\nElmhurst College, Elmhurst, IL • Bachelor of Science in Business Administration, \\r\\n\\r\\nLICENSURE & CERTIFICATIONS\\r\\n&#; CRPC, Chartered Retirement Planning Counselor, College of Financial Planning\\r\\n&#; CFS, Certified Funds Specialist, Institute of Business and Finance\\r\\n&#; Series and \\r\\n&#; Life, Accident, Health and Variable Annuities Licenses (PA, NJ, DE, FL, IL, ME, VT, NH, CT, MA, NY, RI)\\r\\n\\r\\nAFFILIATIONS\\r\\n• Member, National Association of Securities Dealers (NASD) • Member, NorthPenn Chamber of Commerce\\r\\n• Member, Delaware Chamber of Commerce • Affiliate, Montco Community Alliance\\r\\n• Fellow, Young Executive Development Program \\r\\n
