Customer Service Data Entry

LORENA P. FONTE

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

Telephone: 203-***-****

Trumbull, CT 06611

************@*****.***

PROFESSIONAL EXPERIENCE

BARNUM FINANCIAL GROUP, AN OFFICE OF METLIFE, Shelton, CT

(09/2010-PRESENT)

Executive Assistant

. Provide high level administrative and business support to the

Agency Sales Director and support two Financial Advisors

. Maintain the Team Calendar- plan and schedule client and staff

meetings, conference calls and travel arrangements

. Perform day-to-day administrative duties such as faxing,

photocopying, scanning, data entry, letter writing, and various

other duties.

. Manage a variety of complex, confidential and time sensitive

issues.

. Prepare weekly reports for the Agency Sales Director and CEO

weekly meetings.

. Improve office efficiency by implementing color-coded filing

system and introducing additional time-saving measures.

New Business Analyst- Operations Department

. Daily contact with Financial Representatives and their Managers

regarding Life Applications and Processing.

. Oversaw the Data Entry Team.

. Perform day-to-day administrative duties such as faxing,

photocopying, data entry, letter writing, and various other

duties.

. Responsible for completing Life Insurance Applications in a timely

manner.

. Monitor and document employee performance results.

. Manage a variety of complex, confidential and time sensitive

issues.

. Assist the Medical Coordinator in contacting Clients regarding

their Medical Exams.

. Assist the Annuities Team Lead with various duties such as

inputting, distributing, and data entering Annuity Applications.

. Responsible for training the Application Process to the Personal

Marketing Assistants.

. Input Life and Annuity Applications into the Operations Tracking

Program.

RBS CITIZENS NA, Bridgeport, CT

(09/2007-

08/2010)

Administrative Assistant-Complaints Department

. Specialized in writing professional letters to clients with

concerns regarding their accounts.

. Performed day-to-day administrative duties such as faxing,

photocopying, filing, mail distribution, data entry, and various

other duties as assigned.

. Answered multiple phone lines and directed calls to appropriate

departments.

. Gathered necessary information/research to further assist the

clients' needs.

. Served as back-up support or overflow of other departments work.

. Managed a variety of complex, confidential and time sensitive

issues.

. Handled high volume client phone calls with strong detail and

customer service orientation.

. Prepared Excel spreadsheets for Daily and Monthly Reports.

STEPHENS, Fairfield, CT

(07/2002-08/2007)

Office Manager

. Handled all money transactions (bank deposits, paid

bills/employees, bookkeeper etc.).

. Responsible for greeting and directing customers as well as

deliveries.

. Ordered and maintained office supplies.

. Responsible for business operations while store owner was on leave

of absence.

. Assisted customers with their orders.

. Handled various personal matters including: making dinner and

theater reservations; handling car reservations

during personal travel; purchasing gifts; scheduling car

maintenance; and running errands as needed.

. Responsible for opening and closing of the store.

EDUCATION & QUALIFICATIONS

Education - Southern Connecticut State University, Bachelor of Science in

Business Management (2006)

Computer & Software Experience - Windows, MS Word, MS Excel, MS PowerPoint,

MS Access, MS Outlook, Adobe Illustrator, Lotus Notes

Languages- Fluent in Spanish

VOLUNTEER EXPERIENCE

September 2012 KaBOOM! Friendship Park Bridgeport, CT

October 2011 KaBOOM! Valley Townhouses New Haven, CT

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