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PHONE NUMBER AVAILABLE EMAIL AVAILABLEDiligent licensed insurance professional (Property & Casualty; Life,Health, Disability) administrative & bank product, transactional &extensive liaison experience managing confidential business, financial,real estate, legal, corporate, personal & family matters. Proven ability tomeet & exceed critical thinking & analysis consistently. Exceptionalorganizational, administrative & computer skills; effectively work as avalued employee with minimal or no supervision. Strong work ethic with apositive, friendly can-do attitude. Enthusiastic & willing to take onchallenging projects. Highly skilled in: ( Client Support Anticipating Life Events ( Binding Insurance to Resolve Appropriate Coverage ( Follow-Up Field Underwriting & Supporting Documentation ( Internal & External Corporate & Client Communications ( Business Development ( Calendar Management & Meeting Coordination ( Office Administration & Management ( Confidential Correspondence ( Gatekeeper Functions ( Editing & Proofreading Financial & Legal Documents ( Event Planning ( Travel Arrangements ( Real Estate Transactions ( Personal Matters ( Ad Hoc Projects Professional ExperienceROBERT P. RUSSO AGENCY INC., New York 2009-November 2016Life/Health/Home/Auto Licensed Insurance & Banking Products Representative:Insurance/Bank Applications, Field Underwriting:Closing Insurance & Bank Products: . Binding and service of commercial and personal insurance / banking products - new raw business and increasing book of business. . Communications: Extensive phone, email and mail correspondence for acquisition, continued development of and retaining client base. . Day to Day Operations: Proprietary and commercially available software applications, beneficial agency orientation. . Professional Training: Ongoing via intranet courses and virtual seminars, corporate workshops and licenses' continuing education.Office Manager: team coordination of licensing, prioritizing sales and service, training, liaison between staff and agent, staff and client base, new business development evolving action plan. . Training and Orienting Staff: mentoring, product features, presentation and purpose of needs to be met. . Liaison: Best agency employee and team practices.LATHAM & WATKINS, New York, New York 1993-2009Executive Assistant to Litigation Department Chair: Secured and arrangedall confidential business, financial, personal, and family matters forRhodes Scholar high profile attorney. . Oversaw set-up and operation of a fully operable remote law office for entire trial team during a 3 week US District Court case. Coordinated secretarial staff, travel arrangements, phones, fax/printer/copier, computer equipment and furniture acquisition to provide around the clock legal access. . Trained legal assistants during firm's transition from WordPerfect to Word. Proactive Initiative: . Gatekeeping and Communications: Discreetly managed and prioritized all corporate and personal calls, mail, emails and correspondence with extensive international client contact. Scheduled teleconferences and in- office meetings. Took dictation, drafted and edited, proofread all legal papers, documents and internal, departmental and external, client correspondence. . Calendar Management: Maintained extensive business and personal overlay of partner diary with client meetings, travel, speaking and social engagements in continually evolving environment. Made conference room arrangements and restaurant reservations. . Logistics: Booked extensive foreign and domestic travel, keeping partners, clients, and staff apprised of current contact locations. . Financial Liaison: Maintained full communications with tax accountant and investment banking institutions concerning retirement planning, real estate purchases, investments, tax return preparation, online trading and bill payment.(Continued)Candidate's Name Page Two . Personal, Domestic and Social Matters: Including passport renewal, document delivery, management of frequent flier miles, planning children's parties, managing opera and other subscriptions, scheduling theatre and concert engagements and ad hoc assignments. . Technological maintenance and troubleshooting: Coordinated technology upgrades for desktop and laptop computer, assuring software application backup. Mastered and implemented new software applications as needed.HERTZOG, CALAMARI & GLEASON, New York, New York 1992-1993Legal Assistant to Senior Real Estate Partner & Paralegal . Prepared complex legal real estate contracts in fast paced environment with multiple daily closings. . Closings included: residential buildings sale, commercial leases, retail corporate and private ownership and management renewals; tax and investment matters. . Managed extensive client contact via telephone and written correspondence. . Coordinated appointments and arranged catered luncheon meetings.SANN & HOWE, New York, New York 1989-1992Legal Assistant to Senior Trusts & Estates Partner . Drafted correspondence, statements and narratives for partner. . Corresponded daily to provide personal attention to high net-worth clients. . Communication liaison with investment bankers concerning offshore incorporations, establishment of trusts in connection with private investment banking, not-for-profit incorporations, tax memoranda & wills. . Coordinated conferences and extensive domestic and foreign travel. . Screened potential clients via telephone and scheduled appointments as appropriate. . Streamlined office procedures to increase efficiency and ensure seamless office operationsTHEODORE J. GREENE, P.C., New York, New York 1986-1989Legal Assistant for Sole Practitioner EducationArt Students League, New York.Advanced studio work in drawing, painting and sculpture.Katharine Gibbs, New York, New York. Speedwriting.Duffus College, Vancouver, Canada. Legal.Columbia Basin College, Pasco, Washington. B.A. courses.EMILY CARR UNIVERSITY OF ART + DESIGN, Drawing, painting and lithography,Clothing design; interior design, Jewelry design and casting; stainedglass. THE Banff Centre, Painting and drawing. THE NEW SCHOOL'S ParsonsSchool of Design, Masters Painting Program.New York Academy of Art, Drawing, anatomy, perspective, painting.FASHION INSTITUTE OF TECHNOLOGY, Computer animation and architecturalrendering.SCHOOL OF VISUAL ARTS, New York, Portraiture. AwardsHonorable Mention, Clay Cast Modeling, Phyllis Harriman Gallery, New York,New York, 2009Honorable Mention, Pastel on Paper, Phyllis Harriman Gallery, New York, NewYork, 2008Best in Show, Portraiture, graphite on paper, Phyllis Harriman Gallery, NewYork, New York, 2005Award for Excellence in Watercolor, Mississippi Watercolor Society,Jackson, Mississippi, 1994 SkillsNew York State INSURANCE LICENSES: Life, Health & Disability, Property &Casualty Personal. MS Office: Word . Excel . PowerPoint . Outlook. Carpe Diem . Concur . Deltaview . Interwoven . InterAction. New York State Notary Public |
