Bailey O.

Experience

• 

  The Village Squire

  May 2013 - Mar 2014

  Server

  • Waiting on tables and providing customer service• Taking orders over the phone• Keeping my station clean• Helping out my co-workers when needed

• 

  Safe Water Technologies, Inc.

  Jun 2013 - May 2016

  Secretary

  • Filing reports• Formatting manual pages• Running errands• Cleaning the office• Any other projects assigned by the COO

• 

  Nutrition Care Systems, Inc.

  Apr 2014 - Jun 2016

  Administrative Support

  • Setting up and managing the CRM database• Providing administrative support to the field dietitians• Providing customer support over the phone and through fax• Overseeing daily on-call nutritional assessments• Verifying reports on a monthly and quarterly basis• Formatting forms and diet manuals• Creating and sending out the monthly newsletter and emails

• 

  Inszone Insurance Services

  Sept 2016 - Feb 2021

  Employee Benefits Technical Assistant

  • Creating client presentation system and ancillary marketing documents• Coding custom macros for client presentations (Excel Visual Basic)• Creating and optimizing workflows• Providing support to the account managers and producers• Integrating and managing the CRM database• Implementing and training in new software• Auditing client information and bills• Managing LastPass and carrier portals• Providing technical support and expertise

• 

  Marsh McLennan Agency

  Apr 2021 - now

  Developing and managing department infrastructure to support and encourage growth of department:Creating and standardizing department workflows and templatesCreating and managing department Smartsheet environmentCreating and managing department Salesforce pages and contentInvoicing clients and financial trackingManaging department foldersProject management for specialized client project typesAssisting other project managers as needed Servicing ~100 Clients and assisting Account Managers with client data management (EPIC), setting up renewals, quoting multiple carriers, and any other issues that may pop up.

  • HR Technology Project Management Coordinator

    Jun 2022 - now

  • Employee Benefits CSR

    Apr 2021 - Jun 2022