PROFILE

An organized and motivated senior administrator who achieves high standards of excellence by paying close attention to detail. Exhibits strong research and analytical skills used to identify competitor’s strategies and enhance company’s sales opportunities. Takes a committed approach to achieving results in a deadline-driven environment.  A conscientious, empathetic individual who works effectively with others.

EMPLOYMENT BACKGROUND

COMPANY	1982 – 2003
MARKETING COORDINATOR, PRODUCT MANAGEMENT	2002 – 2003
* Enhanced sales process by producing PowerPoint presentations for use by Regional Directors and field staff on products offered by COMPANY.
* Added value to senior management’s benchmarking process by completing monthly internal reports on time using Microsoft Excel.  Calculated total net assets in product lines’ mutual funds, target premiums, cash values, and death benefits.
* Preserved competitive edge by researching newswires and trade journals including monitoring interest rate changes and product changes and shared research data with senior management, project managers and analysts.
* Reduced errors by proofreading product marketing materials within tight deadlines before finals were sent to print.  Recognized and congratulated for outstanding performance and participation on the Marketing Team in October 2002.
* Aided in ensuring production of consistent marketing message and format of all printed and on-line materials by liaising with product managers, compliance department and other internal parties.

ADMINISTRATIVE ASSISTANT, PRODUCT COMPETITION	1994 – 2002
* Created a competitive resource for product analysts by investigating, analyzing and completing detailed surveys from third parties on all USI (US Individual Insurance) products in order to benchmark premiums, cash values, death benefits, and riders against other companies’ products.
* Interpreted and produced life insurance quotations and won monthly department award for outstanding performance for benchmarking competitors against Manulife’s term products.
* Evaluated, forecasted and prepared annual budget for Assistant Vice President’s timely review in order to submit to senior management for audit.  Ensured prompt payment of invoices by monitoring budget variances.
* Consistently provided seamless travel and conference arrangements for group of ten employees.  Reconciled travel and expense statements for three product managers.  This enabled colleagues to focus on other priorities.
* Accurately maintained and updated absence and vacation reporting records for ten employees meeting year-end deadlines.
* Maintained “Access Competitive” and “Competitive Intelligence System” databases with product information on competitors.  This electronic library provided timely and key information to regional directors and field staff on competitors’ products, strengths and weaknesses.
* Efficiently coordinated office moves for department employees and ordered appropriate hardware, software, telephones, and supplies in order to keep work area running smoothly.

SENIOR RECEPTIONIST, US DIVISION	1992 –  1994
* Ensured adequate and professional coverage of phones for 400 employees while enthusiastically welcoming all visitors to the division.

COMPUTER ASSISTED SALES SUPPORT SPECIALIST, US PRODUCT	1989 –  1992
* Analyzed and interpreted requests from field offices for life insurance quotations and determined illustration alternatives in a deadline-driven environment.  Handled face amount decreases, loans and withdrawals, and dropping of term riders.
* Trained and coached over 15 hot-line sales associates to use quotation systems and demonstrated sales applicability of marketing concepts.

Positions held prior to 1989:
New Business Clerk
Licensing Clerk
Administrative Assistant


EDUCATION AND PROFESSIONAL DEVELOPMENT
Courses taken internally: Speech Craft offered by Toastmasters
Bachelor of Arts, Psychology, Queen’s University, Kingston, Ontario


PROFESSIONAL AFFILIATIONS
Fellow, Life Management Institute (FLMI), Life Office Management Association Inc. (LOMA)


COMPUTER SKILLS
Microsoft Office; Word, Excel, PowerPoint and Access