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Customer Service Data Entry

Location:
Jersey City, New Jersey, United States
Posted:
March 01, 2018

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Miriam Nerey

Associate Director

North Bergen, NJ 07047

ac4nv0@r.postjobfree.com

201-***-****

Associate Director with a proven record of accomplishments in planning and leading project strategies in support of business goals and objectives. Strong communication experience with higher management, and internal departments to coordinate overall efforts. Proficient at quickly learning new procedures and taking ownership of diverse projects.

WORK EXPERIENCE

Associate Director UBS Financial Services Inc - Weehawken, NJ - 1999-11 - 2017-05

• Responsible in renewing the corporate officer's insurance license and the agency license in all states including PR and VI.

• Maintain and Update all distribution list and managed all correspondence with licensed partners.

• Participate in department initiatives to track licensing processes and implement corrective measures.

• Communicate directly with State to provide proper requirements for licensing compliance.

• Work closely with legal to prepare required documents for the agency as needed for each state.

• Notify Financial Advisors when their resident/non-resident license was coming up for renewal.

• Working as a liaison with Financial Advisors, Insurance Carriers, General Agents and State(s), and conduct regular follow-up with all licensing submissions.

• Coordinate various projects, and actively work with all levels of internal management, and staff, as well as outside clients and vendors.

• Reconcile invoices and manage account payable.

• Ran bi-weekly license expiration reports for Financial Advisors.

• Translations English to Spanish and Spanish to English

• Sensitive to confidential matters

EDUCATION

Multilingual English and Spanish

Memorial High School - West New York, NJ

SKILLS

50 WPM, ACCESS, BOOKKEEPING, CUSTOMER SERVICE, DATA ENTRY

ADDITIONAL INFORMATION

Key Skills: Office Skills: * Customer Service * Filing Database & Records Management *SAP *Bookkeeping & Spreadsheets * Compliance Handling * Data Entry (50 WPM)

Computer Skills: Word-Excel-PowerPoint-Access-Outlook

Knowledge: NIPR, SIRCON, STATE WEBSITES



Contact this candidate