Administrative Assistant Life Insurance
Resume:
JOANNA BENNER
Moreno Valley, CA 92555
**********@*****.***
PROFILE
Administrative assistant with strong interpersonal and organizational
skills. Ability to multi-task and prioritize a variety of
responsibilities. Friendly and outgoing attitude.
LICENSE HELD
CA Life & Health Lic. # 0F34933
2006-present
WORK EXPERIENCE
Life Brokerage Equity Group of CA, Inc. Riverside, CA
2002-2009
. Administrative Assistant to CEO
Responsible for compiling and processing all new business efficiently
and in a timely manner, (annuity/life insurance applications, IRAs,
Money Markets Accounts, 401(k) enrollment forms, checks and necessary
disclosure forms). This includes inputting and maintaining
confidential financial information in our online database as well as
keeping separate physical files in office. Maintaining relationships
with Broker/Dealer personnel as well as Internal and External
wholesalers for many different annuity and life Insurance companies as
well as our entire client base. Continuously keeping office,
registered representatives, employees and investment materials in
compliance with NASD and SEC rules and regulations. Preparing for and
assisting in the annual regulatory audits of the branch office.
Maintaining Microsoft Outlook calendar and contacts. Responsible for
answering and screening phone calls. Online ordering office supplies,
investment brochures, kits and prospectuses. Opening, screening and
distributing mail.
Shawn Washington Accountancy Corporation Riverside, CA 2002-2003
. Administrative Assistant
Responsible for setting client appointments, greeting clients,
assisted in basic income tax preparation, basic bookkeeping for
clients, personal and corporate bookkeeping for SWAC, responsible for
compiling timesheets for tax preparers, auditors and CPAs and billing
clients accordingly.
Moreno Valley Ranch Golf Club Moreno Valley, CA
2000-2002
. Tournament Director/Pro Shop
Work with big groups and companies to organize golf tournaments.
Maintain busy calendar of tournaments for years in advance and
coordinate with Food and Beverage Department for banquets following
tournaments. Intense professional follow up was required to ensure
deposits, head counts and final payment were all made on time.
Took golf reservations by phone and maintained detailed tee sheets for
the following week. Checked in golfers, received payment, explained
course conditions, called golfers to tee in timely fashion and
assisted them in choosing correct equipment.
Assisted in monthly inventory and buying of merchandise for pro
shop.
Moreno Valley Honda Moreno Valley, CA 2001-2002
. Cashier
Cashier for the Service/Parts Department for Honda, Toyota and Hyundai
dealerships. Responsible for taking payments from customers for
services received and parts purchased. Also responsible for balancing
drawer every evening.
EDUCATION
San Marcos High School San Marcos, CA Graduated 1999
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