Deborah Roberts
** **** **** ***** *****: 203-***-****
Stamford, CT 06903 Email: ********@*********.***
SUMMARY: High-energy multi-tasker with a wealth of large and small company leadership
experience. Equally adept at data analysis and client support. Impeccable time
management and communication skills with strong attention to details.
EXPERIENCE:
2001 – 2007 Creative Benefit Planning, Stamford, CT ~ A healthcare brokerage company.
Account Manager, Licensed CT Producer – Life, Accident/Health
• Responsible for all aspects of daily management of top revenue producing clients
including processing new hires, terminations, and claims facilitation.
• Coordinated sales, support and benefits carrier staff to ensure timely deadline
satisfaction.
• Advised clients on matters of HR policy, benefits admin and compliance.
• Established system for generation of personalized employee benefit statements
used as a sales/marketing tool for sales personnel.
1990 – 1992 Bayoil (USA), Inc., Stamford, CT ~ An international oil trading company.
Senior Positions Analyst
• Monitored company’s futures and physical trading positions.
• Reconciled futures/options brokerage accounts and all related margin activity.
• Created product inventory reports to track voyage profitability.
1987 – 1990 Phibro Energy, Inc., Greenwich, CT ~ An oil trading and refining company.
Senior Analyst
• Managed billing, collection and payment of cargo, freight and customs fees.
• Coordinated efforts of contracts, operations and credit departments to ensure
timely settlement of outstanding commitments.
• Researched, analyzed and prepared cargo insurance claims.
1986 – 1987 Greenwich Capital Markets, Inc., Greenwich, CT ~ Investment products trader.
Budget Analyst
• Launched new area to manage Travel & Entertainment budgets and expenses.
• Established and monitored monthly departmental budget figures.
• Supervised Accounts Payable clerk.
1984 – 1986 Savin Corporation, Stamford, CT ~ A digital document management company.
Payroll Specialist
• Managed multi-state payroll for hourly, salary and commission-based employees.
EDUCATION: University of Connecticut - M.B.A., Finance 1987
New England College - B.A., Psychology/Sociology 1984
SKILLS: MS Word, PowerPoint, Excel, QuickBooks, Internet Research