Administrative Assistant Customer Service
Resume:
Kelli S. Peters
Urbandale, IA 50322
Cell: 515-***-****
Work: 515-***-****
Email: ************@*****.***
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PROFESSIONAL EXPERIENCE
Aviva Investors - Des Moines, Iowa - March 2008 - present
Senior Administrative Assistant
o Support of Senior Vice President, Investment Solutions and 4 Vice
Presidents
o Management of daily calendars, appointments and emails
o Manage all aspects of domestic and international travel
o Coordination of off-site travel, hotel and ground transportation
o Compose reports, letters, memos and spreadsheets
o Coordinate monthly staff meetings (agenda, location, catering, etc.)
o Prepare expense reports and vendor payments
o Assist in interview set up for external/internal candidates
o Handle all incoming phone calls and respond in a professional and
timely manner
o Gather, compile and distribute monthly Committee Meeting materials
o Organize and maintain filing, faxing, scanning and copying
o Order and organize all company coffee/kitchen supplies
o Assist in the use and functioning of office machines
o Perform other duties as may be assigned by SVP's.
Allied Insurance - Des Moines, Iowa - June 2002 to March 2008
Executive Administrative Assistant
o Assistant to the Chief Financial Officer, Chief Information Officer &
VP, Loss Control
o Management of daily calendars
o Coordination of off-site travel, hotel and ground transportation
o Coordinate/Organize Summit Meetings twice a year for 100 - 150
attendees
o Maintain and set up users for on-line training system
o Run monthly budget reports to assure line items are in line with year
to date targets
o Coordinate monthly staff meetings (agenda, location, catering, etc.)
o Transcribe and compose reports, letters, memos and spreadsheets
o Coordinate meetings and prepare materials/files and agendas
o Process all invoices from outside vendors for payment
o Handle all incoming phone calls and respond in a professional and
timely manner
o Assist in interview set up for external/internal candidates
o Follow up on any outstanding activities or assignments until
completion
o Maintain all supplies departmentally
o Prepare departmental monthly calendar and activities
o Assist in projects as designated for other direct reports
o Assist in training of other as needed
o Handle all filing, faxing and copying
Zurich Life - Schaumburg, Illinois - June 1995 to June 2002
Executive Administrative Assistant - October 2000 to June 2002
Administrative Assistant Human Resources - January 2000 to October 2000
o Prepare and assemble spreadsheet summaries, graphs and presentation
materials
o Coordinate the submission of expense and budget reports
o Responsible for the placement of temporary employees within the
company utilizing outside temporary agencies
o Verify all attendance entries for 1,100 employees are accurate and
input for payroll
o Administer and score typing and LOMA Customer Service tests for
candidates
o Responsible for updating and assuring all on line job postings are
input timely and accurately
o Prepare all new hire offer letters and benefit packets
o Process and maintain all background checks for employees utilizing
Business Information Group as the primary vendor
Benefits and 401k Specialist - September 1999 to January 2000
o Responsible for the enrollment and administration of benefits and 401k
for 1,100 employees
o Process benefit premium billings for vendors
o Coordinate and train all new hire employees on their first day of
employment
Team Leader, Commissions and Licensing - June 1995 to September 1999
o Team leader responsible for mentoring, training and leading 20
employees
o Pay and verify monthly invoices for licensing costs
o Assist in problem resolutions for general agencies and agents
o Responsible for the maintenance of current organizational procedures
for the department
o Review all license applications for completeness and obtain additional
information if necessary
o Communicate with agents and customers via phone and/or written
correspondence
o Systematically create agent and agency records from submitted
paperwork
o Calculate and answer all incoming inquiries regarding state licensing
appointments and commission pay-outs
o Process agent record transfers systematically with accuracy
o Mail on a weekly basis all agent/agency checks
o Maintain special bonus program(s) for agents/agencies
North American Company - Chicago, Illinois - October 1994 to June 1995
Title Change Analyst/POS - October 1994 to June 1995
o Analyze formal requests for routine beneficiary, owner and name
changes
o Prepare personalized responses to written inquiries
o Research questions, document findings, spousal continuation, tax
consequences, death of owner, minor custodial issues and various
collateral assignment matters
Blue Cross Blue Shield - Des Moines, Iowa - April 1985 to October 1994
Other Carrier Liability Specialist - 1990 to 1994
o Coordinate group medical benefits applying the National Association
Insurance Commissioner guidelines (NAIC)
o Analyze divorce decrees determining primary and secondary benefits
o Assist supervisor for eleven employees while preserving personal
workflow level
o Implemented workflow timeliness and accuracy improvements for
department
o Correspond via written and oral communication to subscribers,
providers, other carriers and internal representatives
Suspense Examiner - 1987 to 1990
o Teleconference with providers to analyze and prevent duplicate claim
entries
o Verify proper provider numbers systematically
Quality Assurance Specialist - 1986 to 1987
o Analyze and amend claims entered systematically for ninety-five
employees
o Responsible for training co-workers on diagnosis and procedural
guidelines for all lines of business
Claims Entry Examiner - 1985 to 1986
o Knowledge of medical terminology, ICD-9 diagnosis and CPT procedural
coding
o Analyze and enter medical and drug claims submitted by subscribers and
providers
SKILLS
o Typing skills of 65 wpm
o Proficient in Word, Excel, PowerPoint, Visio, Outlook, Lotus Notes,
Timekeeper, SAP 4.5
EDUCATION
American Institute of Business
Des Moines, Iowa - June 1988 to December 1988
Abraham Lincoln High School
Des Moines, Iowa - 1984
CERTIFICATIONS AND QUALIFICATIONS
LOMA I and LOMA II
Completed June 1999
OTHER INTERESTS
Special Olympics
Susan G. Komen Foundation
Leukemia & Lymphoma Society
Gardening
Photography
Sports (Softball, Baseball, Hockey)
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