Norcross, GA 30092
Email Jefe for contact info: Jefe@Project961.com
Objective: A long-term position allowing for growth and development utilizing my professional experience.
Summary Of Qualifications: Ability to work well with others in supervisory and support staff roles. Excellent with customer service and problem resolution, specifically in areas of accounts receivable and collections. Skilled with Excel, Microsoft Word, and in-house software for accounting and customer databases. Reliable, responsible, detail and deadline oriented.
Professional Experience
Collections
- Maintained communications with Agents, companies, and collections attorney·
- Collected outstanding balances from final audits, account currents, and companies. Utilized collection attorney less than 12% for outstanding audits with a portfolio of $4.7 Million.
- Prepared daily bank deposits
Accounts Receivables and Payables
- Applied payment for agents, insured’s and companies
- Handled account payables for audits, companies and account currents for $2 Million portfolio
- Resolved problematic policies
- Established Accounting Procedures for Golden Isles Underwriters
Administrative Assistant
- Managed Calendar for Clients and Financial Representatives
- Completed illustrations and in-forced ledgers
- Maintained accurate records of tasks, paperwork and client communications for both insurance and investments
- Populated new in-house customer database
- Prepared investment paperwork for clients
- Managed customer’s phone calls and problem resolutions
- Prepared customer’s policies for delivery after insurance approval
- Coordinated client medical exams
Employment History
- Mass Mutual Life Associate Representative Feb 2008 to Present
- Northwestern Live Associate Representative Oct 2006 to Feb 2008
- Solomon Edwards Temp Agency Collections Apr 2006 to Aug 2006
- Golden Isles Underwriters Broker Assistant Apr 2001 to Feb 2006
- The St. Paul Company Accounting Specialist Sept 1996 to Apr 2001
No comments:
Post a Comment