Client Accounts and Digital Marketing Assistant

Commonwealth-Logo

Benefit Specialists, Inc.

Lake Oswego, OR / November 2011 - February 2012

 

Supported benefit coordinators during busy fourth and first quarter renewal period by:

  • developing and designing monthly newsletters and email campaigns,

  • updating company website (Wordpress),

  • creating client websites (Zywave),

  • preparing client presentations and client gifts,

  • requesting benefit quotes,

  • compiling and checking rates and benefit summary spreadsheets,

  • managing office supply budget and inventory.

Technology

  • Wordpress

  • Constant Contact

  • Zywave

  • Microsoft Office Suite

  • Healthcare provider secure request sites

Reason For Leaving

Offered a position with with Commonwealth Real Estate Services better suited to my skills and with substantial increase in pay, title, and responsibility. 

“Krista was a pleasure to supervise; hard working, professional, and a pleasure to have in the office. She was quick to learn new tasks and procedures and went above and beyond. ”
— Chari Valdez, Benefit Funding Analyst, BSI

Reference

Chari Valdez
Benefit Funding Analyst, BSI - previously
Executive Assistant, Retirement Consulting Group - currently
Chari.Valdez@gmail.com

  • Direct supervisor at BSI

  • Fellow volunteer instructor with WomenStrength

Work Examples

Web
BSI-website-image-thumbnail-01.jpg
Website Management - Wordpress - Benefit Specialists, Inc.

Website Management Responsibilities

  • Add and update content site wide

  • Build out new web folders and pages including Resource Center subpages, new employee bios, and homepage widgets

  • Collaborate with web developer/designer for more in-depth site changes, updates and overall site health

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