Caitlin Larson
42301 142nd Ave Way
Zumbrota, Minnesota 55992
651.380.4354
Caitlin.Carver@gmail.com
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A creative and professional leader with keen attention to details and deadlines
Management
Copywriting
Organizational Systems
Team Player
Experience
Bankers Life & Casualty Co./Colonial Penn, Rochester, MN
Project Management
Process Flow
Billing & Invoicing
Customer Service
December 2014 to July 2015
Insurance Sales Representative
§ Successfully routed growing sales territory to optimize results
§ Consulted with a variety of customers on assessing their needs for Medicare supplements, life insurance, long
term care insurance and annuities
§ Averaged 8 calls per day
§ Territory activities included completion of cold calling, lead follow up and establishing a successful referral
network
§ Fueled business growth through implementation of business management skills to expediate customer growth
within my territory
Post Bulletin/ Small News Group, Rochester MN
June 2011 to December 2014
Advertising Coordinator
§ Served as Coordinator to a team of 3 Senior Media Consultants managing work flow and billing
§ Assisted with customer relations and service
§ Entered contracts and pricing into the billing system on a daily, deadline driven basis
§ Created and wrote ad copy for both digital and print media
§ Responsible for meeting deadlines and revenue driven support goals
§ Provided feedback on special projects, including tradeshows, new publications, rate cards and processes
Provision Security Solutions, LLC., Hastings, MN
January 2007 to May 2011
Installation Coordinator/Project Coordinator
§ Coordinated security installations for 800 plus Anytime Fitness locations across North America
§ Responsible for Sales of customized security systems, access control systems and closed circuit camera systems
to over 100 plus Anytime Fitness franchises
§ Located, qualified, & validated a workforce of low-voltage installation technicians across US & Canada to meet
deadlines and coordinate installs in an efficient manner
§ Determined installation technician’s payout & approved technician’s final invoice
§ Educated Franchisees about sales & installation process including documentation & timelines
§ Collaborated with Franchisees’ general contractors during build out process to determine readiness for installation
§ Prepared customized quotes in QuoteWerks for Franchisees
§ Transcribed phone & email conversations to AutoTask for account maintenance
§ Processed all documentation needed to confirm scheduling for an installation
§ Coordinated with all technicians about readiness of specific site’s and their needs
§ Confirmed each new club meets Anytime Fitness compliance guidelines and policies
Zumbrota Overhead Door & Lang Custom Structures, Inc.
Office Manager
April 2006- December 2006
§ Established good business practices; created legal forms & developed standardized pricing
§ Developed templates to properly log activities such as ordering, monthly gas mileage, incoming calls, time cards,
& daily schedules
§ Researched local overhear door distributors for highest quality & cost containment
§ Formulated costs for door installation estimates & invoices utilizing QuickBooks
§ Educated customers about door options & provided estimates
§ Ordered customer product & maintained warehouse stock
§ Provided customer invoicing & managed accounts receivable
§ Prepared monthly tax statements
§ Handled all incoming calls, addressing any questions & relaying messages
§ Delegated daily installations & service calls
§ Provided courtesy calls & calls to customers with past-due invoices
§ Processed company-wide mail
§ Received & unloaded incoming deliveries
American Distribution Co., Cottage Grove, MN
Temporary Assignment
Receptionist
§ Directed all incoming calls
§ Maintained communications with warehouse personnel in regards to all pick-ups
§ Checked in all pick-ups
§ Assisted HR with job application processing
§ Managed company-wide mail
§ Organized & provided daily reports to department heads
§ Notified accounts payable of incoming checks to process
§ Processed orders for weekly deliveries
§ Maintained stock
§ Processed COD’s
Current Technical Skills
Advanced knowledge of Microsoft Office programs including: Word, Power Point, Excel, Access, Outlook, & Outlook
Intermediate knowledge of QuickBooks Basic & Pro 2006
Intermediate knowledge of QuoteWerks
Intermediate knowledge of AutoTask
Set up & maintain Outlook Calendars & Google Calendars
Efficiently learn to operate customized business programs
Operate copiers/scanners/fax machines with proficiency
Operate Mailing Machines with proficiency
Ability to multitask
Education
Bachelor of Arts in Psychology, Minor in Renaissance
University of Saint Thomas, Saint Paul, MN 2005
Dean’s List recognition and nominated for National Social Science Awards