Years of experience: 8
Data EntryOffice AssistantExecutive AssistantAdministrative AssistantAssistantMarketing
Trust Score
Exceptionally trusted; proven professional excellence.
Elizabeth's Career Path
Jun. 2022 -Present
Northwestern MutualAssociate Financal Representative
Client 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.
· ...
Jul. 2016 -May. 2022
Gerard Construction Corp.Assistant Project Manager
· 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 applicatio...