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Insurance Assistant

Location:
Edgewood, Maryland, United States
Posted:
November 28, 2018

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Resume:

Shelia Wilkins-Peoples

(H) 443-***-**** (C) 443-***-****

**** ******* ****, ********, ** 21040

Verapeoples4[1]@yahoo.com

SUMMARY

Profile: Accomplished financial professorial seeking employment.

Qualifications: Dynamic Administrative, Ocean Export, and Financial professional with over 9 years of experience in financial reporting, business development and hoc reporting.

Computer skills: MS Windows 8. Word, Excel, PowerPoint, Outlook, Access: Lotus 123, Micro-soft 2013,

Siebel Financial, APL, Data System Technology (DST), TA2000, Tracwebsite, Tracrecon, Unitrac, Amber Roads Management, Tracking System, AES, SAP, and Quickbooks

Professional Experience

CH POWELL/GLOBAL LOGISTICS SERVICES, Linthicum, MD 2012- 2017

International Ocean Export Documentation Specialist, (Completions of International Maritime Dangerous Goods (IMGD) Code Training program)

Ensured business files are accurate for all export ocean freight. Kept abreast with various federal and international rules and regulations pertaining to export documents. Processed commercial invoice. Prepared accounting /billing for month end. Confirmed accurate pricing on all documents. Prepared bank direct collection to be submitted to banks and customer. (Bank of America, Wells Fargo and Eastman Banking System). Prepared ISPM, Certificate of Origin, Insurance Certificate, CLS for (South Africa). Ensured all documents gross weight and product description are compatible to BOL, packing list, ISPM, COO, COA, MSDS, and IC. Chamberized documents as needed. Amend consignee, notify party, gross weight in KG and lbs. according to shipper letter of instructions (SLI). Calculated invoice value, ocean freight, and insurance premium. Act as liaison between clients and steamship line in getting BOL revisions.

LORIEN HEALTH SYSTEM, Bel Air, MD 2011 – 2012

Administration Assistant,

Maintain records books, logs and information board. Answered and transferred incoming calls. Performed administrative duties. Utilized micro- soft word, and excel. Used in house patient system to process, admit new patients, discharge and change room status. Participated in monthly educational in service training.

AT HOME, Edgewood, MD 2004 – 2011

Took extended leave of absence to raise children.

ALLIANCE GLOBAL INVESTORS SERVICES, Scranton, PA 2000 – 2004

Account Specialist, Merrill-Lynch, 2003 – 2004

Managed business development opportunities and provided existing customer with services regarding retirement plan recordkeeping. Processed and edited payroll remittance for investment selection, ensuring compliance with Merrill-Lynch corporate polices. Monitored accounts, verifying accuracy of auto –loaded data and reconciling cash and security reports. Served as liaison between business and technology colleagues, ensuring the delivery of appropriate products.

ALLIIANCE GLOBAL INVESTORS SERVICES,

Mutual Funds Operations Analyst, 2000 - 2003

Facilitated the termination of client plans leaving Alliance Global Investor Services. Redeemed all funds from forfeiture accounts, including processing conversion trial balance and participant assets, effectively leaving a zero balance and ensuring that all CDS (contingent deferred sales charge) fees were included in gross distribution. Notified money control of purchase made, how much money was release out of holding account, how to apply manual redemptions in dollar amounts, and determining any additional interest to be released. Analyzed and reconciled 401(k) accounts for discrepancies through Data System Technology (DST), TA2000, Tracwebsite, or Unitrac. Maintained timeline and tracking grids for all corporate and account initiatives as well as other project management functions. Ensured members of account team met delivery dates and provided appropriate client service.

PRICEWATERHOUSECOOPERS LLP, Little Falls, NJ 1998 – 2000

Health & Insurance Benefits Case Specialist

Provided comprehensive support to Bell Atlantic employees regarding health plans, insurance and 401(k) plan participations, including retirement plan solution recommendations. Collaborated on establishment of clearly defined operating strategies and associated tactical plans. Managed claims and appeals processes, employing extensive knowledge of Family Medical Leave Act (FMLA), Health Insurance Portability and Accountability Act (HIPAA), and employment Retirement Income Security Act (ERISA) regulations.

MORGAN STANLEY DEAN WITTER, Jersey City, NJ 1996 – 1998

Shareholder Services Agent

Managed in-bound calls from shareholders, brokers, and other financial services representatives regarding mutual funds, 401(k), and ESPP.

EDUCATION

Bachelor of Science, Finance, Fairleigh Dickinson University, College of Business, Teaneck, NJ 1996

2 Shelia Wilkins-Peoples

[1] Shelia Wilkins-Peoples



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