Page 41 - Lasting Mark : Onboarding Guide

DIRECTORY

PATTI ASKINS
FRONT OFFICE
OFFICE MANAGER - SPRINGFIELD, MO
patti.askins@lastingmark.com | (417) 881-0080 ext: 221

• Manages office supplies, equipment, and facility maintenance. Orders supplies and ensures the
office is properly stocked.
• Helps enforce office policies and procedures, ensuring compliance with company standards.
• Funnel all calls that come through the office to the appropriate channel.
• Organizes office events, meetings, and other activities as needed.
ROSE SHORT
AGENT SERVICES & OFFICE MANAGER - LOUISVILLE, KY
rose.short@lastingmark.com | 502-915-8218

• Manages office supplies, equipment, and facility maintenance. Orders supplies and ensures the
office is properly stocked.
• Helps enforce office policies and procedures, ensuring compliance with company standards.
• Funnel all calls that come through the office to the appropriate channel.
• Organizes office events, meetings, and other activities as needed.
DONNA TURNEY
FRONT OFFICE / CLIENT SUCCESS MANAGER - MARSHFIELD
donna.turney@youngig.com | (417) 468 - 3400
• In charge of updating and entering clients in the client management system
• Funnel all calls that come through the office to the appropriate channel.
• Organizes office events, meetings, and other activities as needed.
• Handles Marshfield’s bills and receipts
• Helps service Medicare policies
• Schedule Medicare appointments and prepare the files.
LESLIE CRAIN
FRONT OFFICE / MEDICARE CLIENT SERVICE SPECIALIST
leslie.crain@lastingmark.com | (417) 881-0080 ext: 227

• Funnel all calls that come through the office to the appropriate channel.
• Assist all medicare clients with any customer service needs they have.
• Enter new and update radius client list.
• Run Medicare supplement quotes and contact clients when they need to be moved.
• Train agents with the Medicare Center as needed
MCKAELYN KLOSSING
CEO ASSISTANT / FRONT OFFICE - SPRINGFIELD, MO
mckaelyn.klossing@lastingmark.com | (417) 881-0080 ext: 230

• Funnel all calls that come through the office to the appropriate channel.
• Assist CEO, Brian Askins, in daily operations (projects if / when needed)
• Keeping track of personal / business documents and passwords
• Keep up with changing and whole phone systems for agency / business
• Communicate with our internet and printer providers if any issues arise
• Organizes office events, meetings, and other activities as needed.

MIRANDA JEAN-MARIE
EXECUTIVE ASSISTANT TO CVO | PROJECT MANAGER
miranda.jean-marie@lastingmark.com | 502-915-8218

• Funnel all calls that come through the office to the appropriate channel.
• Assist CVO, Roger Short, in daily operations (projects if / when needed)
• Developing and curating impact experiences for agents and strategic partners for community
development, training, and recruiting
• Coordinate projects and business support needs within our offices in various locations

www.lastingmark.com Onboarding Guide 41