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High School Insurance

Location:
Concord, California, 94521, United States
Posted:
March 01, 2011

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

Concord, CA ***** 925 ***-**** Maria Kelly

Objective To obtain a challenging position as an Accounting

Specialist in a productive working environment that

encourages professional growth.

Experience 2002-2006 Part-time Wells Fargo Investments,

Concord, CA

Operations Clerk1

Assist Financial Consultant to reach her monthly

goals.

Servicing of all new and existing accounts.

Follow up on all paperwork to make sure it is

completed to the client's satisfaction.

Train bankers to develop better referrals for the

Financial Consultant

Ensuring compliance standards are exceeded.

1999-2001 Woodruff-Sawyer & Co.

San Francisco, CA

Premium Payable Accountant

Responsible for approx. 70 company payables for

various companies.

Oversee month-end closing.

Review invoices, and account reconciliation.

Collections, daily deposits.

Refund check issuance, and other requests for

payment.

Reconcile general ledger, and prepare financial

reports.

Ability to analyze and problem solve.

1992-1999 NorthState Insurance Brokers, Pleasant

Hill, CA

Full Charge Bookkeeper

ADP payroll processing for 25-30 employees.

Review and process purchase orders/invoices.

Process finance contracts.

Collections.

Reconcile general ledger/bank statements.

Month end closing.

Post accounts receivable, perform account

reconciliation.

Ability to multi-task and work in a fast paced

environment.

1986-1992 New Hampshire Ins. Group, Walnut Creek,

CA

Junior Underwriter

Responsible for over 1million book of business.

Underwriting.

Providing insurance quotes in a competitive

environment.

Approve and process certificates, and binders.

EDUCATION

Concord High School, Concord, CA.

Business related accounting and finance courses.

Insurance Education Association San

Francisco CA

Workman's Compensation Certification.

Principles of property, and Liability Underwriting.



Contact this candidate