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Microsoft Office Management

Location:
Colorado Springs, CO
Posted:
September 08, 2015

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Resume:

[Street Address]

[City, ST ZIP Code]

719-***-****

acrlg1@r.postjobfree.com

TAMRA ARMSTRONG

PROFESSIONAL SUMMARY

A 14 year highly skilled history in insurance claims, correspondence, privacy practices and contracts/applications; as well as a 25 year history in office management, clerical, legal and corporate compliance practices, documentation, professional correspondence and team management.

SKILLS & ABILITIES

Multiple calendar coordinating

Typing, 70 wpm

Insurance claims initiation (14 years)

Administrative, clerical, filing, Lean/5S Projects

Policy benefits coordination/management

Excellent documentation

Excellent written and verbal communications

Microsoft Office Proficient – Excel, Word, Outlook, PowerPoint

Contracting/legal document preparation

Corporate compliance

Complaint management

Case and file management

Inventory management

Correspondence

EXPERIENCE

PRODUCER, BANKERS LIFE AND CASUALTY, COLORADO SPRINGS, COLORADO

March 2014 to July 2015 – Insurance Producer

Multiple calendar management and coordinating; learn, incorporate into practice and follow company and state guidelines; benefits and claims explanations; filing systems setup and maintenance; field underwriting; privacy practices;documentation; electronic application contract and application processing; call intake; complaint management; filing setup and maintenance; written correspondence; multiple email accounts management; telecommuting; new agent training; claims processes initiation; resource advisement; legal corporate compliance; client management; and budget/needs analysis and advisement. Skills utilized included agency portal for electronic submissions, all modern office equipment for “paperless” document retention including facsimile, scanning, electronic document storing, Microsoft Office (Word, Excel, PowerPoint and Outlook), and multiple line telephone call intake and outbound. Additional effort in “Forget Me Knot Days” for Alzheimer’s Association, sponsored by Bankers Life and Casualty – managed volunteer team, coordinated 3 corporations for legal compliance, large event planning and fund raising. Also attended college on scholarship for designation course.

INDEPENDENT INSURANCE BROKER AND COMMUNITY PHILANTROPIST

May 2008 to March 2014 – Insurance Producer

Product marketing (insurance); learn new programs and follow directions as provided; resource coordination; written correspondence and verbal communications for processing claims and product explanations; complaint resolutions; filing; privacy practices; calendar coordinating; event scheduling; account and vendor management; supplies and inventory; corporate legal compliance; team management; and travel coordination. Utilized Microsoft Office technology, agent portal systems and all other office equipment. Additional experience in hosting large events for national companies in volunteer efforts while working as an independent insurance broker via Financial Brokerage.

FARMERS INSURANCE

May 2002 to May 2008 – Insurance Producer and Office Manager

Application and contract processing; initiating and processing small liability and property claims; initiating large liability and property claims; call intake; privacy practices; complaint resolutions; documentation of client notes using “Client Vision” software; utilize Microsoft Office programs (Word, Excel, PowerPoint and Outlook) to manage data, build advertising material, generate written correspondence and track office activities.

EDUCATION

WADE HAMPTON HIGH SCHOOL, GREENVILLE, SOUTH CAROLINA

High school diploma

UNIVERSITY OF SOUTH CAROLINA AT SPARTANBURG

Studied Mathematics/Secondary Education

UNIVERSITY OF TENNESSEE AT CHATTANOOGA

Studied Elementary Education with an emphasis on Psychology

THE AMERICAN COLLEGE

Achieved 42 credit hours January-June, 2015 toward underwriting designation.

COMMUNICATION

Currently, I am involved in volunteer efforts with the Women’s Resource Agency for Lean/5S projects.

In 2015, I achieved 2 successful events with Bankers Life and Casualty to raise awareness and funds for the Alzheimer’s Association.

In 2012, I achieved a national charity event with the American Syringomyelia and Arnold Chiari Alliance Project in a period of 3 months, though typically an event this scale requires 8 months to accomplish. In this effort, I led a team, utilized social media to promote the event, organized 8 entertainment venues to include performers, generated donations from vendors and hosted a silent auction.

From 2004-2008, I was a lead instructor for Art in the Suitcase programs at Skyway Elementary on a volunteer basis.

Other prior experience in small business operations management, to include contracts, employee safe practices, staff, inventory, events, budgeting and liability.

LICENSING

Property and Casualty Insurance, 2002- Present, Colorado

Life and Health, 2001-Present, Colorado

Travel Ticket Selling, 2005-Present, Colorado

Long-term Care Certified, 2014-Present, Colorado

Annuities Certified, 2014-Present, Colorado

Humana Medicare Advantage Certified, 2014-Present, Colorado



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