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. 

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