Maurie Gonzalez

ac0hqh@r.postjobfree.com

323-***-****

Qualifications Summary

Extremely organized professional experienced working in fast paced environments. Trustworthy, ethical, and discreet, committed to superior customer service. Confident and poised in interactions with individuals at all levels. Detail oriented and resourceful in completing projects. Able to multi task effectively Skills

Word

Excel

Outlook

PowerPoint

Executive Administration Experience 11/2012 – 1/2017 Case Manager – EJS Financial & Insurance Services – Annuities/Life/Health Insurance

Liaison between client’s and carrier for

Annuities

Process applications for Annuities and

Life insurance

Order medical exams Follow up on all cases

Schedule appointments and manage

executive calendar

Draft type and proofread

correspondence

Maintain contact lists Create Reports

Conduct internet and other research as

needed

Process annuities

Administration Experience 2/2009 – 11/2012

Case Manager/Executive Administrator – Teachers Financial Services

Liaison between client’s and carrier for

Annuities

Process applications for Annuities and

Life insurance

Order medical exams Follow up on all cases

Schedule appointments and manage

executive calendar

Draft type and proofread

correspondence

Maintain contact lists Create Reports

Conduct internet and other research as

needed

Process annuities

Executive Assistant to CEO– Earl Robinson and Associates 1/2006 – 1/2009

Client services Financial trades

Life/health insurance processing Handle travel arrangements

Maintain calendar

Confidentiality regarding trading stock

Draft type and proofread

correspondence

Accounts receivable

Schedule itinerary for out of office trips Ensure compliance with policy and procedure

Assistant Project Manager/Administrative Assistant Home Works/Ben Franklyn Plumbing 1/2003 – 1/2006

Managed warehouse Reconciling accounts receivable

Payroll process for installers and

Plumbers

Invoicing

Answer high volume of calls

Contract review

Create purchase orders

Customer service Handle high volume of incoming calls

Prepare outgoing materials Keeping and rearranging accurate installer schedule

Maintain contact database Administrative link between field workers and management

Case Manager/Executive Asst to CEO Itech Corporation Life Insurance Agency 1996 - 2002

Processing life insurance applications

through to policy issue

Liaison between client’s, general

agencies and life insurance carriers

Supervised a team of ten Ordered medical exams

Maintain life insurance agent’s licensing

with carriers per state

Answer high volume incoming calls

Processed first premium payments-

accounts receivable

Managed upwards of 300 client

Draft type and proofread correspondence Maintained various databases and produced regular reports

Education

Kaplan University

BA in Psychology

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