Jo Crooks

About

I am a multitalented individual with diverse professional experience. I work closely with Founders, CEOs, Executives, and Managers as a trusted extension of their businesses or departments, supporting them through the daily demands of running and scaling successful organizations and departments and saving them up to 25 productive hours weekly. I have experience working with Startups, SMBs, and growing enterprises across the United States and the Caribbean/Latin America, bringing structure, clarity, and momentum to fast-paced environments where execution matters. With professional experience across multiple countries and industries, I offer a diverse, adaptable skill set that transfers seamlessly across teams, markets, and business models. What I do: • Administration (Calendar Management, Email & DM Management, Task Management, Insurance Administrative Support, CRM Management, Sales Support, Compliance, Reporting, Records Management, Documentation, Internal & External Communications, Microsoft Office Expert, Google Workspace Expert) • Operations Management (Cross-Department Coordination, Workflow Optimization, Process Optimization, Vendor Management, Partnerships Management, SOP Creation, Revision & Documentation, Systems Management • Digital Marketing (Full Cycle Campaign Management, Brand & Storytelling, Marketing Strategy, Media Buying, E-Commerce Management, Conversion Rate Optimization (CRO), Email Marketing, Social Media Management, Copywriting, PPC Ads, Search Engine Optimization (SEO), A/B Testing, Data Analytics) • Full Cycle Project Management ( Proposal Management, Task Coordination, Task Scheduling, Timeline Tracking, Stakeholder Communications, Project Reporting, Risk Management, Delivery Management, Agile & Lean Six Sigma Methodologies) What sets me apart is my ability to operate as more than support—I function as a true extension of leadership. I anticipate needs, take initiative, simplify complex processes, and approach challenges with a practical, solutions-driven mindset. By combining operational insight, project oversight, digital marketing expertise, and administrative precision, I create structure and flow that allow Executives and their teams to perform at a high level. If you are a Founder, CEO, Business Owner, Recruiter, Hiring Manager, or Department Manager in the US or Latin America seeking a proactive, results-driven Executive Assistant, Project Manager, or Digital Marketing Specialist, I am able to step in and make a valuable impact to your team.

Experience

• Product Manager & Executive Assistant to Chief Executive Officer · Karibbean Sail Shop n Pac Shipping Company2023-08-01 –

  As an Executive Assistant, I play an essential role to ensure daily operations run smoothly and efficiently. I serve as the main contact for internal staff and external clients. I provide consistent administrative support to ensure operational efficiency. By managing schedules and coordinating priorities I ensure that the CEO is supported in administration and operations and clients queries and requests are handled in a timely manner. Responsibilities include coordinating meetings, contract and document preparation, monitoring and managing deadlines, projects and tasks and preparing forms to get client packages ready for disbursement.

• Policy Administrator/Insurance Coordinator - (Contract) · Manulife2024-02-01 – 2024-12-01

  Proficient in servicing in employee/group/affinity benefits. Background merges policy administration, billing and sales. Experienced in handling broad area of group policy administration ranging from compliance, billing and collections management and billing discrepancy management, processing amendments and general policy servicing. Areas of specialization include Life Insurance, Disability Insurance and Critical illness Insurance. Versed at providing back end administrative support to ensure clients front end requests are processed. Frequently handled large member groups. To summarize, the role allowed me to ensure that all premiums have been accounted for, all policies are accurately serviced and maintained and client across varying time zone are kept informed of changes.

• Operations Coordinator (Tax Project) · How To MANAGE a Small Law Firm2023-02-01 – 2023-07-01

  Kept operations running smoothly in fast paced company by acting in Administration, Client Management and Marketing capacities. Role entailed day to day support through the management of file and case management system, client communications on behalf of Lawyers, liaison with vendors and assisting with the creation and updating of standard operating procedures for departments. The role focused on providing Operations and Case Management support while allowing Lawyers to focus on case details for clients.

• Executive Assistant/Case Coordinator · Insure Wealth Group Inc.2021-10-01 – 2022-12-01

  In depth experience supporting Management and Advisors and ensuring the office runs smoothly by managing end to end case administration, coordinating client files and being the administrative designate for Agents. Comfortable in working in a fast pace environment. Pressure was relieved from Advisors by me through schedule and appointment management, commission management, monitoring and processing insurance renewals, pre policy administrative preparation and processing and post policy administrative preparation and processing, overseeing and updating the documentation system and drafting correspondence. The unique value I brought to the role was my non financial background and being able to transfer relevant marketing skills to the role and I have created marketing initiatives and improved client communication systems with the aid of digital marketing tools and CRM software.

• Investments and Insurance Associate · Co-operators2021-01-01 – 2021-11-01

  Provided back office support to Financial Advisors and clients. Helped to close several policies valued at CAD$2 million and assisted in closing an average of 6 new policies weekly. Leveraged understanding of life insurance and living benefits products, investment strategies and wealth management principles. Adept at ensuring regulatory compliance, managing administrative tasks and facilitating client interactions. Proficient in record keeping and relationship management. Client focused and managed client onboarding and updating the CRM and responded to 100+ client queries weekly, Skilled in administration and customer service for new business development, policy issuance, renewals, as well as meeting management and records management.

• Project Coordinator/Digital Marketing Executive · The Gleaner Company (Media) Limited2011-08-01 – 2018-07-01

  Managed and scaled paid media campaigns across different channels including Google Ads and Social Media Platforms, Used analytics to track campaign performance and optimize campaigns and retarget campaigns. I frequently tracked ROAS, CAC, AOV, CLV, and revenue impact. Developed extremely highly analytical full-funnel marketing strategy through campaign planning, pacing and forecasting, A/B testing, and cross-functional collaboration with creative, CRO, web, and sales teams. Owned end-to-end project management and developed highly detailed client proposals and did RFPs, RFIs, and RFQs and managed projects from concept through to delivery, aligning timelines and budgets while supporting operations and digital marketing.

Education

• Okanagan CollegeDiploma, Business, Management, Marketing, and Related Support Services
• IFSE InstituteLife Licensed Qualified Professional, LLQP

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