Colleen B.
Client Services/ Project Management/Digital Marketing
Profile
Client Services, Sales and Project Management Professional with experience in Financial Leasing, Marketing and Insurance Industries. Service clients from retail consumer to corporate HR leaders with a collaborative mindset. Brings a strength in organization and clear communication skills that clients rely on and appreciate.
Key Skills & Competencies
Clear Communication Skills | Client Management | Training
Project Management | Organizational Skills | Administration
Social Media Marketing | Digital Marketing Content Writer
Insurance - Benefits Experience
Fundraising | Event Planning
Proficient in Microsoft/Google Suite. Salesforce, Docusign, Social Media Platforms
Professional Experience
Account Coordinator, Motorlease Corporation | Farmington, CT 1 year
Customer Experience Team Member for the pioneering fleet leasing company.
- Worked directly with Clients as well as members of the Sales Team and Account Managers.
- Coordinated internal teams to deliver all aspects of the leasing process for Client's needs.
- Managed Client's information and status using Customer Relationship Management: Salesforce
- Created Client presentations using Power Point.
- Executed contracts via Docusign.
Account Manager, Jabberhead Social LLC | West Hartford, CT 3 years
Boutique Digital Marketing agency with clients in retail, food services, and beauty industries.
- Managed client relationships.
- Wrote and created content in the voice of the client brand for multiple clients.
- Adjusted content to target appropriate audience in each platform.
- Created graphics and video for rich media.
Senior Implementation Specialist, New York Life Retirement Plan Services | Norwood, MA 5 years
- Managed process of converting and implementing retirement plans for onboarding new clients.
- Trained Customer Service Representatives, Plan Administrator, & Client Service Managers.
- Established project timelines and coordinated employee communications.
- Mapped investments and managed data and system integrity testing.
Sales Consultant, The Pension Service | North Haven, CT 2 years
- Customer prospecting, business development and sales.
- Acquired new business focusing on retirement plans for small to mid-sized companies.
Community Experience
Held leadership roles in the community, including being part of a task force selected to hire school district administration.
Event Organizer, Irish Cultural Benefit Society - raised approximately $30,000 annually. Acquired donations from local businesses and benefactors, organized volunteers, entertainment and hospitality.
Substance Free Graduation, Canton, CT 3 years - Event Co-Chair, Business Donations, & Hospitality
Education
BS, Marketing – University of Connecticut, Storrs, CT
Other Experience/Awards/Publications