1. THERESE M. GAERTNER, AINS, AIS, API, CAP-OM, MOS, TA
5243 S Zeno Way • Centennial, Colorado 80015
tgaert1933@q.com • 303.358.1324 c
QUALIFICATIONS PROFILE
Efficient, self-directed Certified Administrative Professional offering communication, organization, and
multitasking strengths to excel as Executive / Administrative Assistant.
 Experienced in supporting senior leadership while handling incoming calls, managing schedules, and
preparing minutes / correspondence; specialized expertise in meeting / event planning.
 Skilled in assisting customers and clients, managing contracts and project files, maintaining account
databases, and preparing reports and related documentation.
 Excellent written and verbal communication proficiencies, readily coordinating across departments to
facilitate flow of information and progression of project tasks.
 Deftly handle competing priorities, responsibilities, and assignments with ease; demonstrate
flexibility in meeting deadlines and directing workflows.
 Highly professional, loyal, and responsible; demonstrated ability to maintain discretion while
managing information of sensitive or confidential nature.
PROFESSIONAL EXPERIENCE
KAISER PERMANENTE – ENGLEWOOD, CO
Executive Assistant, 04/2016 - Present
Executive Assistant to Lynn Fischer, VP HP BIO Technology Inventory Management
Answer and direct incoming calls, manage all travel including airfare, hotel, car, etc. Manage and maintain
calendars , efficiently process expense reports utilizing the Concur System, schedule conference calls and
arrange for conference line and notify all participants, coordinated quarterly all-team off-site meetings. As
departmental SharePoint owner, manage changes and flow of SharePoint for the department. Serve as an
O365 Ambassador. Serve as a KP Advocate Champion. A member of the KP Diversity and Inclusion
Champions Committee.
Key Achievements:
• Established reputation as the “go-to” individual for Microsoft Office help/guidance.
• Established reputation for executing event planning tasks ahead of schedule.
CATHOLIC HEALTH INITIATIVES – ENGLEWOOD, CO
Executive Assistant – 09/2014 –04/2016
Executive Assistant to James Slaggert, VP Clinically Integrated Networks, Matthew Taylor, National Director,
Population Health Information Management; Tyler Wilson, National Director, CIN Development & Integrity;
Tabassum Raizada, Senior Analyst, Population Health, Dr. Jamie Sharp, Physician Advisor; Dr. Bruce Ermann,
Physician Advisor, Dr. Nicholas Economides, Physician Advisor; Dr. Roger Muller, Physician Advisor; Dr. Jerilyn
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2. THERESE M. GAERTNER
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Morrissey, Physician Advisor; Dr. Elizabeth Quinn, Physician Advisor; Melissa Urrea, Physician Advisor, and part-
time to Dr. Kent Carr, VP-Chief Clinical Officer, Physician Enterprise
Answer and direct incoming calls, manage all travel including airfare, hotel, car, etc. Coordinate monthly
MGLC and MGLC Senior Leaders meetings, take and distribute minutes, coordinate meeting space, AV
needs, videoconference, and catering. Manage and maintain calendars , efficiently process expense reports
utilizing the Concur System, schedule conference calls and arrange for conference line and notify all
participants, coordinated annual CIN Leadership Retreat. As departmental SharePoint owner, manage
changes and flow of SharePoint for the department. Reconcile and pay invoices through the Webnow
system. Develop, distribute and analyze surveys through Survey Monkey. Manage upload and archiving of
contracts for the department utilizing Meditract. Manage tracking log for the Internal Physician Advisor
Service program and perform analytics on the data. Responsible for the coordination of onboarding of new
Physician Advisors to include training, system authorization, home office set-up, etc. Responsible for
compiling and providing monthly Physician Recruit analytics.
Key Achievements:
 Streamlined IPAS case tracking allowing for more effective/efficient analytics.
 Implemented Population Health SharePoint site, including content and permissions.
 Established reputation as the “go-to” individual for Microsoft Office help/guidance.
 Established reputation for executing event planning tasks ahead of schedule.
COPIC – Denver, Colorado
Program Coordinator, 3/2006 – 9/2014
Support Director of Facilities Risk Management and three program administrators within the 3Rs (Recognize,
Respond, Resolve) Unit of the Patient Safety and Risk Management Department, working to enhance patient-
physician relationship as part of established health insurance company.
Answer and direct incoming calls, serving as effective department gatekeeper and knowledgeable resource
in 3Rs program. Distribute mail. Coordinate calendars of five department managers and execute travel
plans. Arrange department meetings and conference calls, record minutes, and distribute documentation to
leadership. Produce correspondence for submittal to patients and physicians. Enroll new physicians in
program. Prepare monthly, quarterly, and annual reports.
Hold primary responsibility for planning and coordinating two annual conferences across two states,
Colorado and Nebraska. Identify and secure appropriate venues to accommodate 130+ attendees. Create
and disperse communication materials, including save-the-date cards, registration materials, informational
packets, and event signage. Block rooms, submit catering orders, and reserve meeting spaces. Execute and
manage service contracts. Contact and secure event speakers and coordinate presentations. Liaise with
Finance Department to submit itemized list of conference expenses, prepare auditing invoices, and obtain
reimbursement for speakers. Solicit, assess, and report feedback from speakers and participants.
Key Achievements:
 Boosted efficiency of letter production for department by creating and implementing various form
letters.
 Established reputation for executing event planning tasks ahead of schedule.
AMICA MUTUAL INSURANCE – Aurora, Colorado
Underwriting Service Representative, 6/2000 – 3/2006

3. Advanced to hold responsibility for producing automobile, homeowners, and life insurance policies for clients across
Colorado, Nebraska, Wyoming, Utah, and Kansas for well-known insurance company.
Engaged directly with clients to generate new business and underwrite policies. Utilized internal system
to input and manage client personal and account data, following strict protocols to maintain integrity of
information and confidentiality. Developed and underwrote applications for insurance products, keenly
assessing client needs and cross-selling policies to ensure optimal coverage. Executed policy changes and
revisions. Assisted clients in person and remotely to answer questions about premiums, deductibles, and
scope of coverage. Handled system maintenance and updates; trained team members in system and
software utilization.
Key Achievements:
 Served as key member of new business unit, taking top ranking in generation of life referrals.
 Designated team member for writing specialty insurance policies, including motor homes, modular
homes, and motorcycle policies.
 Adopted role as System Functional Specialist, applying technical strengths to install system and
software updates on exchange server and troubleshoot performance issues.
~Early career success as Claims Service Representative / Technical Specialist with Amica Mutual Insurance.~
EDUCATION AND TRAINING
Bachelor of Science, Business Administration – Healthcare Management Focus
COLORADO TECHNICAL UNIVERSITY, Colorado Springs, Colorado
Graduated with highest honors, summa cum laude, and as member of Sigma Beta Delta Honor Society
Certified Technical Application Specialty (TA)
Certified Microsoft Office Specialist in 2013 PowerPoint and 2013 Outlook (MOS)
Certified Administrative Professional – Organizational Management (CAP-OM)
CompTIA A+ Certified
Professional Development: Training in Business Administration, Accounting, Project Planning
Technical Proficiencies: MS Office Suite (Word, Excel, PowerPoint, Outlook), ImageRight, Oasis
Designations: Associate in Personal Insurance, Insurance Services, General Insurance – IIA
PROFESSIONAL ASSOCIATION & VOLUNTEERISM
Member, International Association of Administrative Professionals (IAAP)
IAAP Foundation Chair
IAAP Bylaws and Standing Rules Chair
IAAP Division Foundation Chair
Member, American Cancer Society’s Breast Cancer Task Force
Peer-Counselor / Coordinator, American Cancer Society’s Reach to Recovery Program
Co-Chair, Team Committee for Denver Komen Race for the Cure 2013
Chair, Exhibitor Committee for 2016 Sue Miller Day of Caring