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Work Background
Northwestern MutualAssociate Financal Representative
Jun. 2022Client Service:
· Manage case notes, client correspondence, case files, and Insurance/Investment related materials.
· Client scheduling and servicing.
· Gather and process client information for all product lines.
· Liaison between Home Office, Advisors, and Clients. Insurance Service:
· Prepare Insurance, Annuity, and LTC illustrations. · Complete Insurance, Annuity, and LTC applications.
· Manage all applications through underwriting to policy approval. · Process incoming non-securities related service requests from clients. Administrative Support: · Maintains efficient and organized day to day operations for team. · Preparing Investment/Insurance Reports for all client meetings. · Calendar management. · CRM management and data entry.
Gerard Construction Corp.Assistant Project Manager
Jul. 2016 - May. 2022· Working directly with Project Managers in overseeing and coordinating the successful completion of construction projects through all phases.
· Responsible for day-to-day management in the field on multiple job sites.
· Developing pre-construction RFP package. · Creating and managing project budget for all assigned projects.
· Establishing job processes (RFI’s, submittals, and pay applications) including approving
pay applications and negotiating subcontract change orders.
· Effective daily communication with Project Managers, Site Superintendents, Clients, & Subcontractors. · Managing project closeout process.
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