Insurance Agent

• Provide technical support for LAN and VPN.
• Migrate proprietary contact management software to Siebel software and develop custom mapped reports.
• Reorganize office and client documentation (electronic and hardcopy).
• Set-up office SOPs and templates.
• Prepare presentations and Inforce Ledgers for proposals and clients.
• Prepare client files for reallocation in preparation for agent’s retirement.
• Provide additional office support as necessary.

• Identify and research event opportunities including which events are up-coming and any exhibitor, sponsorship and/or speaking opportunities. Gather and report event information and statistics that may assist the company in deciding whether or not to participate in particular events. Assist the company in evaluating and selecting events in which to participate. Suggest formats and strategies for particular events. Research locations and options for ancillary activities such as dinners, receptions, break-out sessions, etc. Create and maintain events schedule using the company's Outlook network scheduler.
• Create infrastructure for ongoing conference coordination. Work with the company's staff to ascertain the marketing and conference preparation needs and develop a preparation and implementation workflow. Create the tools for the company to use for future planning and conference implementation including a conference preparation checklist, cost estimates spreadsheet and event summary reporting that will facilitate the company's staff in planning and coordinating future conferences.
• Serve as the company's event liaison; work with event’s organizers as needed to prepare for event. Oversee event registration, equipment acquisition, shipments, and booth setup.
• Coordinate catering, receptions and other sponsorship activities. Coordinate the company's employee attendees and their participation.
• As needed and in cooperation with other contractors, assist to design marketing materials including brochures, flyers, email promotions, mail campaigns and booth signage as needed for conferences and promotions. Coordinate event announcements for HIPAADesk.
• Research conference promotional items, provide cost estimates, create imprinting designs and coordinate product implementation and delivery.
• Assist in identifying prospects and network opportunities, review attendee list for key contacts, assist in setting appointments with prospects during events, etc.
• Utilize, train and support the company's staff in conference coordination efforts.
• Design and implement marketing promotions including materials, promotional gifts and email campaigns.
• Business document creation/preparation for presentations, marketing, project estimation and other related documents.
• Prepare and implement a 550 attendee conference, jointly sponsored by the company and a large healthcare provider. Work included: researching and scoping conference location, procuring Long Beach Convention Center space, coordinating catering, procure and act as liaison for audio/visual needs, preparing vendor and sponsor solicitation and attendee registration paperwork. Prepare layout for conference attendee seating, vendor exhibit hall, attendee check-in, catering and dining seating. Design and implement all conference signage, coordinate electronic and hardcopy presentations, act as liaison to all presenters and speaker panelists and supervise all aspects during conference.
• Coordinated and supervised an executive level healthcare reception at Mum’s restaurant in Long Beach in conjunction with conference. Designed, prepared and distributed hardcopy and electronic RSVP materials, collated RSVPs, handled all inquiries, prepared catering menu, music, rooftop seating layout, personally greeted all VIP guests and supervised party.

Electronic Healthcare Transaction Processing Services Company