Insurance High School

LYNNE K. ROBERTSON

**** ***** ***** ****** 720-***-****

Greenwood Village, Colorado 80111 *******@*******.***

Career Summary

Administrative and clerical experience in a variety of organizations and

industries. Strengths include attention to detail, organizational skills

and the ability to learn quickly in a thorough, purposeful and

concentrative style. Also display a strong ability to work with

sensitive/confidential data in a professional manner.

Qualification summary

. High School Diploma

. 10 years plus clerical experience

. Proficient in Word and Excel

. Self-starter with an inquisitive mind

. Strong organizational skills, detail oriented

PROFESSIONAL Experience

aaa colorado, Denver, Colorado 2003-2008

Insurance Information Clerk

? Processed and delivered incoming mail and faxes accurately and in a

timely manner for 8-10 insurance agents

? Input and maintained insurance data on agency management system

? Able to perform tedious tacks with meticulous attention to detail by

preparing copies of all agent commission statements and other information

each pay period for 30 agents

? Through strong team focus was able to coordinate filing and

organization efforts for insurance policies and documents quickly and

accurately

? Created files for new policy holders.

? Archived cancelled files according to established date sequence.

? In transition in to a paperless filing system was able to take on

this task without new staff and completed approximately 960 files per

month

? Scanned and filed documents through the electronic system.

INVESCO FUNDS GROUP, Denver, Colorado 1999-2002

Administrative Support Associate

? Sent daily emails and faxes with daily account balances to clients.

? Picked up and delivered mail.

? Performed dealer coding, deleting and adding dealer numbers.

? Assigned new branches and representatives as requested by the

broker/dealers.

? Scanned work into appropriate areas and indexed to proper account

numbers.

? Maintained data for the nightly pricing list emails and faxes.

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