Lisa A. Roberts

*** ********* ******

Springfield, Massachusetts 01119

413-***-****

acgpd1@r.postjobfree.com

Expertise:

• Knowledge of Insurance procedures and principles

• Financial and Bookkeeping background

• Management background

• Strong proficiency with Microsoft products

• Excellent written and verbal communication

• Strong teaming abilities, multi-tasking and prioritization. Ability to work with minimal

supervision

Experience

Business Owner

Little Angels Home Daycare

Springfield, Massachusetts

March 2010 – September 2014

• Provided a safe and nurturing environment for children ages 6 weeks to 5 years of age.

• Handled all of the business accounting, payroll and taxes for business

• Followed all of the procedures and guidelines for EEC licensing requirements and received

outstanding inspections and evaluations.

Business Consultant

MetLife Insurance Company

Bloomfield, Connecticut

June 2007 – December 2008

• Assisted with implementing new upgrades of existing applications.

• Assisted team on corporate and departmental projects.

• Worked with external auditors to provide documentation for accounting controls.

• Performed daily/monthly control procedures to verify accuracy of changes made in systems.

Senior Case Manager

MetLife Insurance Company

Hartford, Connecticut

March 2005 – June 2007

• Review all incoming insurance applications to make sure they were properly completed until the

application was implemented.

• Communicate status to all interested parties (Agents, Medical Team, Brokerage firms and

Management) via email and telephone communication.

• Participate in daily, weekly and monthly meetings with management on status of Life Insurance

applications to make sure.

Case Manager

Phoenix Life Insurance

Enfield, Connecticut

January 2003 – March 2005

• Review and processed life insurance applications.

• Prepared files for review by medical team and Underwriters.

• General clerical and administrative support to the Underwriters.

Financial Management Associate

Ernst & Young LLP

Riverside, California & Hartford, Connecticut

October 1997 – January 2003

• Handled Accounts Payable and Receivable billing for Senior Auditors and Accountants of the

firm.

• Identify and communicate any issues

• Maintain a standard book of business, such as strategic growth market accounts or core accounts.

Education

Bay Path College

1987-1988

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