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Loraine
US-Pennsylvania-Philadelphia
Regional Marketing Coordinator
Seeking a challenging corporate position utilizing my research, problem solving, communication, and leadership skills. The position should focus on the ability to provide practical and strategic business solutions for a wide variety of organizational issues.
BUSINESS – MARKETING, OPERATIONS, FINANCE & MANAGEMENT PROFESSIONALrnrnProcess Mapping / Consumer, Corporate, and Government Contracting / Financial Analysis / Training & Development /Investigation, Analysis, Customer Service, Market Analysis, Marketing, and Problem Solving rnrnPROFILErnrn• Comprehensive business experience in sales and operations management, including strategic planning, relationship development, budgeting, process improvement, policy & procedure development, and problem solving.rn• Highly skilled negotiator with in-depth military contracting experience; proven ability to foster and manage key business relationships with government agencies, customers, vendors, management, and staff while achieving critical organizational objectives in a fast-paced, politically-sensitive environment.rn• Demonstrated talent for facilitating change, providing leadership and garnering consensus among staff at all levels, as well as aligning and achieving organizational objectives through cross-functional collaboration, open communication and high ethical & professional standards.rn• Well-versed in various government regulations, procedures, and protocols relating to military contracts such as FAR regulations.rn• Strong analytical and financial skills, including forecasting, gap analysis, and risk measurement.rn• Solid background in training personnel to achieve peak performance levels.rn• Ability to quickly make critical decisions, work independently and lead diverse teamsrnrnPROFESSIONAL EXPERIENCErnrnAllstate (Workplace Division), Plymouth Meeting, PA 2008 – PresentrnRegional Workplace Marketing CoordinatorrnComprehensive knowledge within the Voluntary Insurance Products Workplace Division. Licensed as a Life, Accident, and Health producer.rn Developed marketing materials and communications (newsletters, fliers, product summaries) for Region/Territories. rn Trained Allstate agents, support staff, peers, and Allstate Financial Services personnel on individual and workplace products, marketing, and technology infrastructures and applications. rn Acted as liaison for home office – answering questions, researching problems, requests for proposals. Developed reports to be used by Regional Vice President and home office personnel. rn Was catalyst in the Lead Management Program. rn Participated in Market Development plan for Region alongside the Vice President and Territory Managers. rn Instrumental in meeting and exceeding our Regions 2008 sales goal.rnrnAmeriprise Financial Services, Inc., Conshohocken, PA 2005 – 2008rnFinancial Planner/AdvisorrnProvide comprehensive financial and retirement planning services to individuals and small businesses; prospect clients, identify financial goals and use consultative selling techniques to present solutions based on net worth, cash flow, and current financial status; counsel clients regarding protection planning, wealth management, and retirement and tax planning, as well as estate planning.rnrn Develop long-term relationships with clients to drive future business development opportunities.rn Leverage Ameriprise’s Community Connection Program to partner with local businesses to present lunch and learn seminars, driving business to local establishments and identifying prospect opportunities. rn Proactively maintain current knowledge regarding Ameriprise products and services as well as laws and regulations affecting the industry.rn Met 2007 Q1 revenue target and pacing to exceed 2007 goal.rn Received the 2005 Mercury Award, recognizing new employees within first six-months of hire for outstanding performance.rn Recognized as a 2005 Top Achiever Award and was ranked 127 out of 12,300 advisors nationally.rn Successfully passed the Series 7, Series 66, and the LAH exams. rn Certified Funds Specialist (CFS) & Chartered Retirement Planning Counselor (CRPC) designations.rnrnrnLORAINE E SMITH PAGE 2rnrnNational Forwarding Co., Inc., Broadview, IL 1989 – 2005rnIndependent Consultant, 2004 – 2005rnLeveraged comprehensive industry knowledge, including Federal Acquisition Regulations (FAR), government agency policies and procedures, and internal processes to provide expertise to the company regarding military clients.rnrn Authored a military procedure manual based on FAR requirements and corporate policies, which was provided to all personnel, drivers, local agencies, military bases, and the Department of Defense (DoD) headquarters.rn Constructed policies regarding requirements for employees and agencies to participate and procedures of DoD and corporate; personally traveled to and presented manual to local agencies as well as trained stakeholders; inspected facilities and offices to ensure compliance with government and corporate regulations; submitted detailed results to CEO, CFO, COO, President, and VPs of National with recommendations and observations. rn Received recognition from the President, Vice Presidents, CEO, & the DoD for outstanding performance. rnManager, Claims and Customer Service, National Claims Services, Inc., 1991 – 2004rnAssistant Manager, Administrative Claims Assistant, Lead Claims Adjustor, 1989 – 1991rnPromoted into position to oversee the claims division. Managed the claims and customer service division for household goods transportation serving major military clients, including the Department of Defense, military bases, and moving, storage, and warehousing agencies.rnrn Reduced processing time 50%, accounting time 80%, and error rates 95% by working closely with the MIS Director to implement automatic postings to the General Ledger Account and to automate the check generation process. rn Increased clientele 300% by co-conceiving, designing, producing, and marketing National Claims Services, Inc., a third party claims settlement service.rn Successfully negotiated and received precedent-setting decisions for 25% of appeals filed with the Defense Office of Hearings and Appeals (Division of the Department of Defense); obtained several large refunds for overcharges.rn Trained personnel in procedures and specialized processing resulting in an overall 40-50% increase in productivity and efficiency.rn Recruited and trained key employees in assertiveness, business writing, negotiation, oral communication, customer service, government regulations & applications, and facing fears & problem solving, which resulted in an increase in overall employee retention rate.rn Developed quality control procedures to ensure maximization of staff and equipment, follow up in problem areas, recognition for outstanding performance, and continued process review in order to exceed government standards and continue to expand business.rn Led team of VP’s and Directors in developing a comprehensive customer satisfaction survey for National Van Lines (corporate office of National Forwarding Co., Inc.); reported directly to CEO, CFO, and board of directors.rn Assisted in obtaining over 300 favorable contracts through working with the Operations and Quality Control Divisions to monitor agents and appealing violations and evaluation scores.rn Designed and wrote a customer handbook to be used in educating the consumer in their responsibilities, creating fewer complaints regarding servicing and expectations.rn Sponsored by National for the Young Executive Development Program through the American Moving and Storage Association (only 30 invited each year).rn Served as a member of the board for the Claims Prevention and Procedures Council (CPPC); developed conferences, authored articles for publication, and led discussion groups on military affairs.rnrnrnEDUCATIONrnrnDeSales University, Center Valley, PA • MBA / Finance, currently pursuing (3 classes remaining)rnrnElmhurst College, Elmhurst, IL • Bachelor of Science in Business Administration, 1994rnrnLICENSURE & CERTIFICATIONSrn CRPC, Chartered Retirement Planning Counselor, College of Financial Planningrn CFS, Certified Funds Specialist, Institute of Business and Financern Series 7 and 66 rn Life, Accident, Health and Variable Annuities Licenses (PA, NJ, DE, FL, IL, ME, VT, NH, CT, MA, NY, RI)rnrnAFFILIATIONSrn• Member, National Association of Securities Dealers (NASD) • Member, NorthPenn Chamber of Commercern• Member, Delaware Chamber of Commerce • Affiliate, Montco Community Alliancern• Fellow, Young Executive Development Program rn
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