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Customer Service Life Insurance

Fresno, Texas, United States
December 14, 2018

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Katrina Allen

**** ******* *** *** ******, TX ***45 Phone: 713-***-****


Seeking a long- term contribution with a growing company that will utilize and expand my administrative, customer service, and software application skills.



10 key

Currency Handling



Operating Office Equipment


Extremely PC Literate

Excellent analytical skills

Excellent Customer Service



MS FrontPage


Adobe Photoshop

MS Office Professional

Pc TroubleShooting

Business Management


MS Word

Pc Maintenance

Video Editing

Graphic Design

Windows 2000 Professional

Windows XP

Windows NT

Macintosh Operating Systems


06/15 - 06/16 Houston Community College Stafford, TX

Medical Transcription /Billing and Coding

06/97 – 01/98 MTI College of Business and Technology Houston, TX

Certificate in Microcomputer Application Occupation Technology - Courses include typing, word processing, recordkeeping, spreadsheets, graphics, database, DOS, and windows operating systems, as well as Professional Development.


01/18 – 09/18 All Naturale, inc. Houston. TX


Sales of herbal vitamins and supplements, Cash handling, processing EOD transactions, advertising and setting up displays, managing store, opening and closing of store procedures

03/16-12/16 Primerica Houston, TX

Life Insurance Agent

Out in the field sales of Texas Life Insurance policies

04/15 - 02/16 First Cash Advance Pearland, TX Payday /Title Loan Processor

Processing payday loans, western union transactions, processing car title loans, ledger balance, daily cash deposits to bank, and other administrative duties

03/08 – 02/12 Nor’mak Graphics Fresno, TX

Graphics Design Artist – Home-based business, customized graphics, customized business logos, business cards, obituaries,

Video editing, repairing and troubleshooting computers, etc.

12/06 – 11/07 Merchant Choice Cards Services/ Woodforest Corporate The Woodlands, TX

Risk Investigator - Communicate with merchants, sales office, and banks concerning investigations fraudulent on credit card terminal transactions, review risk and chargeback queues, review internal risk reports, review and monitor merchant terminal activity and bank activity/transactions, investigate suspicious terminal transactions, review merchant account to divert or release funds, real time fraud, continue education with MCCS terms and conditions, policies, procedures, banking regulations, association regulations, and fraud tactics, notate daily activity, faxing, filing, and other daily activities.

10/04 – 02/05 MicroCenter Houston, TX

Phone Room Operator – Incoming call on price and availability, placing large orders to various schools and

Businesses, quarterly inventory, other misc. clerical duties

11/21/03-09/23/04 Home Depot Houston, TX

Returns Cashier/ Customer Service/ Certification for Head Cashier - Process customer refunds and exchanges, assisting

customers with various home improvement questions, occasionally assisting and floating to other dept. within store.

01/02 – 08/03 ITT Technical Institute Houston, TX

Financial Aid Administrator - Duties include conducting interviews with students and families on aid package options, reviewing and formulating aid package options, financial aid follow-up and tracking, evaluating and reviewing transfer credit request, interface with agencies and lenders regarding grant and loan disbursements, process student federal aid applications to determine grant eligibility, process student private and Stafford loan, process credit checks to determine loan eligibility, Collecting and posting student tuition payments, verify daily cash deposit, generating daily student aid reports thru The Department of education, Attending weekly staff meeting to discuss and follow-up on prospective students, attending off campus and on campus workshops and seminars, traveling, data entry of student files and information, assist with the preparations of staff luncheon and other school functions, and other misc. financial aid processing duties.

10/99 – 01/02 Foley’s Check Services/ Corporate Operations Houston, TX

Return Check Analyst / Payment Processor - Duties include processing and inputting returned checks into returned check systems, reporting returned checks to Telecheck, Scan, and Equifax, posting payments received daily for returned checks on terminal, balancing and depositing daily cash deposit, handling forgery affidavits and files, preparing court affidavits, creating and handling daily reports on PC using Lotus and Excel, balancing weekly and end of month A/R reports, handling incoming calls, collecting on returned check accounts, distributing and assorting mail, filing and other clerical duties.


Available upon request.

Contact this candidate