Executive Assistant in San Francisco CA Resume Lisa Wong

Lisa S. Wong San Francisco, CA 94127  Cell: (415) 203-4580  E-mail: [email protected]

Qualifications Summary  More than 20 years of administrative support experience with the ability to manage a vast array of responsibilities

 Dedicated and focused, able to prioritize and complete multiple tasks, and work independently with little supervision

 Positive relationships and strong rapport among colleagues, clients, and management  Computer skills include: MS Word, Excel, PowerPoint, ACT Database, MS Outlook

Work Experience Blue Shield of California (September 2002 – January 2012) San Francisco, CA Senior Administrative Assistant / Production Coordinator (January 2009 – January 2012)  Provided administrative support to the Vice President, Marketing Director, Innovation Product Director, and Senior Managers in connection with new business development, sales, marketing and account management  Maintained Management’s calendars by scheduling and updating appointments, meetings, and teleconferences  Coordinated with various executive assistants in the scheduling of high level meetings  Worked with Marketing Director in coordinating conferences and special corporate events  Responsible for all administrative functions including processing expense reports, travel arrangements, check requests, incoming and outgoing calls  In charge of new hire set-up procedures (computer, phone, building access)  Provided administrative support for the Business Development Unit in connection with proposals, presentations and RFIs  Formatted and assembled presentation/proposal binders and materials in a professional manner for external customers  Responsible for all administrative functions including inventory management of office and proposal supplies  Provided Management with weekly, quarterly and annual reports including activity statistics and win/loss ratios  Provided ad hoc reports to other departments as needed Production Coordinator / Administrative Assistant (September 2002 – January 2009)  Provided administrative support for the Business Development Unit in connection with proposals, presentations and RFIs  Formatted and assembled presentation/proposal binders and materials in a professional manner for external customers  Responsible for all administrative functions including inventory management of office and proposal supplies  Provided Management with weekly, quarterly and annual reports including activity statistics and win/loss ratios  Provided ad hoc reports to other departments as needed

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Uniprise, United Healthcare, MetraHealth, MetLife companies (September 1987 – January 2002) San Francisco, CA Executive Sales Assistant / Strategic Coordinator (February 2001 – January 2002) Uniprise (subsidiary of United Healthcare Group)  Provided administrative support for two Sales Vice Presidents in connection with new client business acquisitions  Coordinated and set up high level meetings, on-site training sessions, and informational symposiums  Assisted Marketing Director in extensive internet research on competitors and potential prospects  Provided monthly and semi-annual sales and prospect activity reports to senior management  Organized and maintained timely information on ACT database Administrative Sales Assistant (January 1999 – February 2001) United Healthcare  Provided administrative support for Regional Sales Director and Senior Sales Executive in their efforts to recruit new business  Acted as a liaison between various departments in the coordination of obtaining updated data for a national internal database  Redesigned office procedures to create a more cost effective and productive environment  Increased efficiency and quality of new business proposals by establishing a one-stop resource center for sales and marketing collateral Account Coordinator (June 1996 – January 1999) MetraHealth Corporation (merger between MetLife and Travelers Insurance)    

Reviewed and “scrubbed” new sold groups for plan implementation Created an user manual on new business implementation policies and procedures Organized timely deliveries of enrollment materials to new and current customers Trained and supervised administrative, clerical and temporary personnel

Administrative Assistant (September 1987 – June 1996) Metropolitan Life Insurance Company (MetLife)  Provided administrative support for the Account Executive and Sales Representative with information and assistance in connection with new sales opportunities  Extensive correspondence and telephone contacts with various sales, departmental and customer personnel  Handled and expedited various prospect and customer issues or requests  Served as a liaison with various departments (i.e. sales, underwriting, client administration, and management)

Genii Court Reporting Services (April 1981 – September 1987) San Francisco, CA Office Manager / Bookkeeper  Responsible for all administrative functions including accounts payable and receivable, payroll, office inventory, and scheduling  Handled a variety of office responsibilities including reception, filing and typing  Supervised and trained new office and production staff  Prepared payroll for a staff of 10-15 employees

Education B.S. Business Management California State University, San Francisco Page 2