## BIO
**Summary of Qualifications
**
- Current State of Minnesota Life and Health Insurance Producers License
- Excellent Computer Skills
- Proficiency in All Office Programs Including:
- Microsoft Office: Excel, Access, PowerPoint
- Corel Office Suite: Word Perfect
- Quicken, Quickbooks, Microsoft Money
- Windows 95, 98, 2000, ME, XP, Vista
- Client Databases: Advisors Assistant, ACT, Reynolds & Reynolds
- Email Programs: Outlook, Lotus Notes
- Training and Experience with Computer Graphics: Photoshop, Quark, Pagemaker, Illustrator, InDesign, Lightwave, Adobe Acrobat, Reader, PowerPoint
- Type 55 WPM and am skilled with all general office equipment such as multi-line phone systems, fax, copiers, scanners, etc. and handheld devices such as Blackberries and palm-pilots
- English/Spanish translation and transcription
**Work Experience**
2006-2008 Wellborn Group
***Marketing Director***
- Manage all marketing needs for a national financial services company
- Design and create marketing materials for web, print, file, radio and video
- Organize, prepare and attend conferences, tradeshows and training seminars
- Design and manage webpage including daily updates
- Design and execute marketing collateral and mass mailing pieces
- Strategic marketing plan development, marketing budget and advertising plan
- Create press releases and distribute to press
- Maintain compliance standards
- Assistant to president of the company
- Assist President with travel arrangements, scheduling, correspondence, filing, screening telephone and email communications, etc.
- Direct weekly executive staff meetings
- General office administration duties and data entry
2005-2006 DeCare International
***Marketing & Sales / Account Manager***
- Primary contact for clients and client accounts
- Maintain multiple relationships with clients (insurance agents, financial planners and brokers)
- Direct out-bound and in-bound telephone calls as part of direct marketing and service programs targeted at brokers and groups
- Follow-up on previous communications, develop/update profile data, qualify leads and service existing business
- Uncover opportunities to create relationships with brokers
- Develop quotes, suggest sales strategies and recommend policy design
- Provide product training to help brokers develop new cases and transform opportunities into sales
2005-2005 Newman Financial Services
***Marketing & Sales/Account Manager***
- Primary contact for clients and client accounts
- Maintain multiple relationships with clients (insurance agents, financial planners and brokers)
- Proactively manage and cultivate sales territories
- Uncover opportunities to create relationships with new clients (agents)
- Segment and maintain a “Target Broker Strategyâ€
- Develop quotes, suggest sales strategies and recommend policy design
- Provide product training, help agents develop new cases and transform opportunities into sales
- Personally meet with brokers/agents to provide quote software, sales and marketing ideas and processes
- Attend and organize large conferences, trade shows and training seminars
2004-2005 Newman Financial Services
***Utilities Infielder/Marketing Specialist***
- Customer Service
- Account Inquiries and Reviews
- Strategic plan development marketing budget
- Organized and developed exhibits for national tradeshows and conventions
- Prepared large seminars and presentations
- Conceived advertising plan
- Designed marketing materials, press releases, approval of proofs, newsletters
- Prepared detailed travel arrangements for president of company
- Designed and executed mass mailings
- Led co-workers during downsizing, with no over-time or reduction in performance
- Structured cross-function teams
- Developed marketing strategy for national association, leading to 98% increase in membership revenue for 2004-05
- Assisted on web development team
- General Office/ Reception work and data entry
**Education**
1998-2000 HCC College Minnesota
*Multimedia Specialist*
- Computer Graphics
- Web Design
- Video Camera Techniques
- Audio Editing
- Photography
- Interpersonal Communications
- Sociology
- General Computer Classes
**Languages**
English and Spanish
## Area of Expertise
My specialties are logo, brochure and print media layouts and design. I also enjoy working with spanish speaking customers or those looking to cater to a spanish speaking customer base, however I am a native English speaker. I can also provide translation or research work.