STANSLOUS KIMANI

• Mentored and coached team members on QA topics and strategies.
• Supported company in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
• Streamlined QA processes for increased efficiency and reduced time spent on redundant tasks.
• Participated in regular meetings with cross-functional teams to discuss progress updates, communicate concerns or challenges, and ensure alignment of project goals.
• Take the most common Prialto Core Processes QAs (Quality Assurance) for Prialtoans, to guarantee quality assurance, as well as standard criteria for reviewing them.
• Provide additional support, perspective, and proper documentation to TC for effective feedback and coaching.
• Implement corrective actions in case of errors or deviations from standard procedures, and work with executive assistants to address and rectify issues promptly.
• Conduct regular audits of tasks to ensure adherence to established processes and standards.
• Conduct regular performance reviews based on established KPIs, and provide constructive feedback to executive assistants.
• Create and maintain documentation outlining best practices for executive assistant tasks to serve as a reference for continuous improvement.
• Assess and analyze the workflow of executive assistants to identify areas for improvement in efficiency and effectiveness.
• Evaluate the effectiveness of tools and software used by executive assistants, recommending updates or changes to enhance productivity.
• Continuously analyze the performance data to identify areas for refinement and innovation in work.

Support for Christian Hartjes, Head of Sales at Noredink.

• Coordinate and manage calendars, ensuring seamless scheduling of client and team meetings to avoid conflicts.
• Prepare detailed agendas and distribute them prior to meetings for better organization and focus.
• Transcribe meeting notes accurately, and circulate summaries to relevant stakeholders for streamlined follow-ups.
• Track and monitor action items from meetings to ensure deadlines and responsibilities are met.
• Serve as a point of contact for scheduling inquiries and adjustments, ensuring efficient communication.
• Organize virtual and in-person meeting logistics, including booking rooms, setting up equipment, and managing invitations.
• Maintain a centralized scheduling system to enhance coordination and accessibility for team members.
• Assist in preparing and sharing relevant materials, reports, or presentations required for meetings.

Support for Jody Friend, Founder of JLM HR Consulting

● Manage and optimize calendar scheduling to ensure meetings and appointments are efficiently organized.

● Oversee call management, including screening, prioritizing, and routing calls for seamless communication.

● Handle Trello CRM activities, maintaining accurate client records and tracking updates.

● Coordinate and organize client interactions, ensuring timely follow-ups and clear communication.

● Streamline task management on Trello by updating boards, tracking deadlines, and assigning tasks.

● Prepare and distribute meeting agendas and materials, aligning with Jody’s priorities and objectives.

● Act as a liaison between Jody and clients, ensuring all correspondence is professional and well-organized.

● Monitor and maintain communication channels to ensure smooth operations and information flow.

Support for Robert Aycock, CEO of The Digital Intellect

● Utilize QuickBooks to manage payroll, send invoices, and generate accurate monthly financial reports, ensuring streamlined financial processes.

● Conduct in-depth prospect research on rehab facilities across the U.S. to support business expansion and partnership development.

● Prepare detailed reports and summaries of research findings to assist in strategic decision-making and executive planning.

● Maintain accurate financial records and documentation to ensure compliance and facilitate efficient audits.

● Coordinate and manage communication with potential partners, providing professional follow-ups and ensuring seamless collaboration efforts.

Support for Marquicia Pierce founder of RubyLeaf Media

● Oversee CRM management in Pipedrive, ensuring accurate data entry, organization, and updates to streamline client and prospect tracking.

● Conduct thorough prospect research to identify potential business opportunities and strengthen relationship-building strategies.

● Manage outreach efforts by crafting professional communications and following up with leads to nurture long-term business relationships.

● Prepare detailed reports on CRM activity and research findings to support strategic decision-making.

● Collaborate with internal teams to align outreach efforts with business objectives and enhance client engagement.

• Assess and analyze insurance applications, evaluating risks to determine coverage eligibility and policy terms.
• Review financial, medical, and legal documentation to accurately underwrite policies in compliance with company guidelines.
• Collaborate with agents and brokers to clarify application details and ensure accurate risk assessments.
• Utilize underwriting software and tools to calculate premiums and recommend appropriate policy limits.
• Monitor industry trends and regulatory changes to maintain compliance and inform underwriting decisions.
• Prepare detailed reports and maintain accurate records of underwriting activities and decisions.
• Assist in developing and updating underwriting guidelines to align with market demands and risk tolerance.