Sales Representative

Professional Profile

Accounting & Insurance Professional with over 9 years of experience in implementing, supporting and maintaining accounting roles as well as an extensive amount of experience in planning, scheduling, training, business requirements, and career goals..

Possess dynamic interpersonal skills, as well as, the ability to listen attentively while assessing business objectives with strong strategic thinking and execution abilities and strong analytical and problem-solving skills.

Education

Communication, Cedar Valley Community College, 1995

Electrical Engineering, De Vry Institute, 2000

Franklin D. Roosevelt High School, 1995

Computer Skill

Oracle, Lawson, FAST, AS 400, SAP, Peoplesoft, Solomom, MS Word, Excel, PowerPoint

Work Experience

Kelly Services San Antonio, Texas 10-12 / 5-13

Inside Sales Representative (Allstate)

Responsibilities Include:

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Presents and explains insurance policy options based upon prospective client needs and goals

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Prospects for new business by following sales lead generated from referrals networking, marketing, and lead database.

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Set appointments with prospective clients and business owners to present insurance packages offered

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Inform the customers of the all discounts offered in their area

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Sells, services and remain contracts of insurance with customers to maintain professional and loyal relationships

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Demonstrate ability to close sales and overcome customer objections

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Provides on-going support to insurance clients as needed.

Focus Learning Academy Dallas, Texas 2/11 - 3/12

Librarian Assistant

Responsibilities Included:

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Assisted students and teachers in location of print and non-print resources

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Trained library users to effectively search the Library catalogue, Internet and other electronic resources

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Provided an interlibrary loan service for both book and audiovisual materials

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Ensured an accurate inventory of resource and retrieval by users retrieval

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Assisted in in-building building channel broadcast and provided multi media production assistance

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Maintained records for the interlibrary loan service and all adequate supplies for equipment

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Performed other related duties as required.

Kelly Services Irving, Texas 10/09 - 2/11

Process Claim Reviewer (Allstate)

Responsibilities included:

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Closed claim upon adjusters request for payment (50 – 60 daily)

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Reviewed claims for proper check amount, how depreciation was applied

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Reviewed and determined if a denial letter was needed forclaims based on the state issuance.

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Processed RC letter for depreciated claims with net pay over 5k

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Verified that proper verbiage was stated in claim (Ohio claims only)

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Verified enrollment data claims, and insurance submission with claim holders

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Assisted in PCR training new hires

Southwest Research Staffing Dallas, Texas 3/08 – 8/08

Property Accounting Assistant (7-Eleven - contract)

Responsibilities included:

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Set up new store accounts

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Assigned all franchise property equipment for southern region

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Interfaced unassigned money and provided new property descriptions

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Generated unidentified assets to correct accounts

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Matched and processed taxes to project #’s that belonged to a different entity

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Reconciled various expenditure reports to source documents

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Reviewed procurement documents and invoices for accuracy

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Prepared routine entries and posted financial transactions

K-Force Staffing Dallas, Texas 7/2007 – 12/2007

A/R Lockbox Specialist (Mc Kesson - contract)

Responsibilities include:

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Maintained/monitored micro maintenance on unidentified check

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Posted incoming back wires for 300+ accounts

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Balanced g/l and lockbox deposits daily

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Coded all invoices to appropriate g/l codes

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Processed 980 transfer for misapplied money to different entities

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Drafted ACH payments

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Processed Canadian cash payments

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Performed accounting month end closing procedures within specified deadlines

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Reconciled entries and internal ledgers to financial system reports

Rem X Financial Staffing Dallas, Texas 6/2006 – 10/2006

Accounting Coordinator (Bowne Financial Printing – contract)

Responsibilities include:

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G/L account and bank reconciliation

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Journal entries, bank deposit, cash application

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Maintain accurate and organized accounting records

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Provided month, quarterly and year forecast

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Handled all activities in accounts receivable

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Ensured timely payments of vendor invoices

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Processed and sent purchase orders and credit memos

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Produced a variety of financial reports

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Maintain payroll files

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Assisted on completion and maintenance of general ledgers

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Responsible for negotiating past due accounts

Xerox - Lewisville, Texas 10/2002-11/2005

Accounts Receivable/Payables Associate

Responsibilities include:

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Monitor daily functions such as phone reporting and debit resolution

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Maintain knowledge of all daily operations and protocols for my team

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Diligently track monthly payments, write off and billing adjustment to provide an accurate forecast

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Track accounts receivable for 2 assignments with days of outstanding receivables of which 15% were over 120 days

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Constantly adapt office efficiency to maintain level of productivity

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Track productivity for new rolled into each age bucket daily

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Collected 300k+ dollars in past due balances each month

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Processed credit card payments, check by phones as well as arranged payment plans an issued check refunds when needed.

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Assisted in training for the new hire

American Automobile Association –Dallas, Texas 1/2000 – 10/2002

Emergency Dispatcher

Responsibilities include:

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Monitored daily records of traffic reports, maintained knowledge of all major highways

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Evaluated customers request to determine the nature and urgency of the matter, and transmitted message and information from the customer to the dispatched driver

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Diligently track estimated time of arrival and location of alldispatched trucks

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Answered incoming calls and on-line request and extract the necessary information from citizens

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Operated and EMS Computer-Aided Dispatching console consisting of a computer-based telephone system and radio console.

American Airline – Fort Worth, Texas 1/1997 – 12/1999

Customer Relations Assistant

Responsibilities include:

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Configured daily productivity reports

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Developed and implemented time efficient procedures for front office support

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Electronic/paper filing of lost baggage and customer complaint claims, sending claim tracers, and following-up on claim until the issue was resolved from the customer

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Negotiated with customer for flight reimbursement, as well as sold additional promotional offers, and assisted in issuing frequent flyer miles and travel vouchers

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Booked travel and hotel accommodations for passengers that wasn’t able to take their schedule flight

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Located lost baggage in different airports throughout the United States

References upon request

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