KRISTEN LINE
Salisbury
Summary
Experienced professional with a strong background in administrative support and marketing. Skilled in managing schedules, coordinating communications, and addressing customer and staff needs. Able to adapt to changing requirements and collaborate with teams to achieve desired outcomes. Motivated to continuously learn and enhance processes, accuracy, efficiency, and customer satisfaction. Reliable and results-driven, eager to contribute to organizational success.
Overview
21
21
years of professional experience
Work History
Administrative/Marketing Assistant
Bay Shore Insurance
01.2021 - Current
- Manage back-end enrollment and renewal processes for clients, including certificate distribution, and invoice management with rolling and varied deadlines
- Troubleshoot software issues within the office as well as provide software technical support to our clients experiencing customer portal difficulties
- Maintained comprehensive customer database for effective segmentation and targeting of marketing campaigns
- Supported sales team success by providing timely and accurate data analysis and reports on marketing campaign performance
- Participated in regular meetings with senior leadership to report on progress toward goals as well as discuss future opportunities or challenges
- Managed filing system, entered data and completed other clerical tasks
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary
- Improved document processing speed by introducing automated templates for routine correspondence
- Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
- Monitored office supplies inventory, ensuring availability of essential items without overstocking
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations
- Facilitated training sessions for new software tools, increasing team productivity and reducing learning curves
Collateral Coordinator
Fidelity & Guaranty Life Insurance
01.2009 - 01.2021
- Utilizing Salesforce, maintained and updated processes related to document and marketing materials creation, maintenance, and quality assurance for all marketing materials and company-generated forms
- Supported a national company in excess of $2 billion dollars by engaging in the creation and maintenance of marketing documents utilized by over 40,000 contracted customer agents
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment
- Collaborated with IT to develop user-friendly project management tool, streamlining project tracking and reporting
- Maintained a global document library of over700 state and federal documents with accuracy above98% across multiple disconnected platforms and with the fulfillment vendor
- Managed company relationships with multiple third-party vendors to address issues promptly, and implement best practices
- Played key role in rebranding efforts, coordinating between design teams and marketing to ensure cohesive and impactful launch
- Delivered timely document support to multiple departments in support of multiple initiatives, often with competing priorities and timelines
- Coordinated efforts of internal and external stakeholders to create reporting used to monitor material ordering growth and identify ordering trends as compared to sales for use by sales and upper management
- Fulfilled numerous Compliance audit and information requests with 98% on-time delivery to state insurance departments
- Enhanced team communication by implementing weekly coordination meetings and detailed project update emails.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager
Treasury Operations Analyst
Old Mutual Financial Network
01.2007 - 01.2009
- Supplied administrative and financial analysis support to treasury operations and expense departments
- Developed spreadsheets, reports, and presentations using Microsoft Excel and Microsoft PowerPoint for senior management reporting
- Processed and validated vendor and T&E payments for A/P
- Organized company-sponsored department social events including catering, scheduling, and venue setup
- Supported project management for Treasury function, including coordinating presentations, meetings, and project timelines
- Backed up daily cash management function, including analyzing and determining the daily investment positions and account balances
- Submitted monthly processing and reporting of inter-company expenses
- Processed expenses into the general ledger and completed account reconciliations
- Utilized Oracle for research and analyses for both the expense and A/P departments
International Distribution Coordinator
Schwan Cosmetics USA, INC
01.2004 - 01.2007
- Planned, executed, and managed the reorganization of the International goods distribution department
- Coordinated with planning, quality assurance, and purchasing departments to make certain deadlines and requirements were properly met
- Utilized communication and organizational skills to service accounts averaging in excess of $2 million
- Established processes to track customer sales and report to upper management
- Conducted market research on cosmetic products to remain competitive and monitor trends
- Facilitated development of new products based on customer specifications and requirements
- Invoiced, billed, and followed up on payment collections for all clients within the department, resolved any discrepancies discovered
- Coordinated with third-party freight forwarders to confirm accurate and timely processing of outbound and inbound shipments
Education
Business Administration
Harford County College
01.2013
Skills
- Detail Oriented
- Organized
- Problem-solving
- Customer Service Mindset
- Relationship Management
- Collaborative
- Authentic
- Excellent Written and Verbal Communication
- Multitasking
- Adaptability and flexibility
EDUCATION & PROFICIENCIES
Expert proficiency in Salesforce, Adobe Acrobat, and Microsoft Office
Timeline
Administrative/Marketing Assistant
Bay Shore Insurance
01.2021 - Current
Collateral Coordinator
Fidelity & Guaranty Life Insurance
01.2009 - 01.2021
Treasury Operations Analyst
Old Mutual Financial Network
01.2007 - 01.2009
International Distribution Coordinator
Schwan Cosmetics USA, INC
01.2004 - 01.2007
Business Administration
Harford County College
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