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Administrative Assistant, Customer Service, Data Entry

Location:
Fairfield, CT
Salary:
$25,000
Posted:
December 13, 2018

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Resume:

Cynthia Kreizer

Cell: 203-***-**** / Fairfield, CT / ac7yjf@r.postjobfree.com

PROFESSIONAL SUMMARY:

- Energetic, highly skilled Administrative Assistant with C-level and Customer Service experience

- Intermediate skills with Outlook, MicroSoft Word, Excel, and PowerPoint

- Excellent proofreading, verbal and written communication skills; type 77 WPM with 0 errors; Data Entry

- Completes tasks quickly and efficiently, focused, follows-through

- Team-player, dependable, flexible, organized, maintains confidentiality

WORK HISTORY:

ADMINISTRATIVE ASSISTANT/INSURANCE ASSOCIATE, 11/02/05 to 1/02/18 (full-time; early retirement after 12 years)

MARSH USA, INC. (MARSH & MCLENNAN COMPANIES) – PRIVATE CLIENT SERVICES, NORWALK, CT

- Handled all administrative support for 1 SVP National Sales Leader, 2 VPs, 2 AVPs, 1 Sales Consultant, 4 Client Advisors

- Ordered High Net Worth clients’ summaries online (via Applied) and entered contact info for the Client Advisors

- Created, proofread, edited, and sent cover letters with annual policy summaries to clients and proposals to prospects

- Data Entry: compared and updated clients’ valuable articles in insurance carriers’ websites and clients’ summaries

- Assisted in creating and mailing agents’ intro/resignation letters to clients; updated Excel sales reports/billing schedules

- Accessed carrier websites to confirm client policy/billing/payment history information; printed invoices and dec pages

- Customer Service: prevented policy cancellations by reminding clients to pay; asked insurance carriers to extend due dates

- Confirmed with insurance carriers and clients that payments were processed

- Asked Client Advisors to reinstate policies if cancelled due to non-pay; asked carriers to update clients’ contact/billing info

- Printed agents’ insurance licenses from state websites; scanned/filed licenses; ordered new/renewed licenses

- Ordered clients’ and prospects’ reports online via ChoicePoint and Marsh’s Vegas office (i.e., Motor Vehicle

Reports, NCF Credit Reports, Clue Auto, Clue Home, Flood Zone Determinations)

- Assisted in acquiring clients by researching home appraisals, tax cards, contact info, and biographies

Screened/forwarded phone calls; took messages; set up conference calls (via InterCall); reserved conference rooms online

- Arranged domestic travel for SVP National Sales Leader; opened/distributed mail; created mailing & Fed Ex shipping labels

- Coordinated meals, e-invitations for meetings, training and events

- Maintained group calendars and manager’s calendar in Outlook; assisted manager in updating stewardship calendars

- Updated database procedural manuals, team bios/organizational charts, client contact screens, carrier addresses

- Coded FedEx invoices to manager for payment approval (via Oracle/Markview Invoicing)

- Scanned clients’ invoices to Marsh’s Vegas office for invoicing and validation (via Applied)

- Overnighted clients’ policy premium checks to Marsh’s finance center and to insurance carriers

- Scanned, mailed or emailed invoices, checks and commission statements to Marsh’s finance center or fiduciary center

- Scanned claims documents and faxes to Marsh’s Vegas office (via Applied); re-coded agents’ transfer of clients in Applied

- Ordered iPhones and laptops/accessories online (via quickRequest, an in-house software)

- Ordered office supplies and business cards (via iBuy and receptionist); onboarding of new-hires

ADMINISTRATIVE ASSISTANT, 3/2003 to 5/13/05 (part-time)

REDDING CONSULTANTS, INC., FAIRFIELD, CT (This company is no longer in business.)

- Handled administrative support in small office for President/Founder, Office Manager, 5 consultants

- Worked extensive overtime to create PowerPoint charts and graphs for the team

- Created letters, memos, emails, mail merges and bulk mailings

- Covered phones and took messages; managed calendars

- Updated address directories; arranged travel; arranged meetings; ordered meals

- Assisted President with research and events; distributed mail; created shipping labels

EDUCATION:

WICHITA STATE UNIVERSITY, Wichita, KS

Bachelor of General Studies - 1983 (English Lit/Journalism)

HUTCHINSON COMMUNITY COLLEGE, Hutchinson, KS

Associate of Arts - 1980 (English Literature)

EX-MILITARY:

KANSAS ARMY NATIONAL GUARD, Hays, KS

MOS: Supply Man; Rank: SP4; Term: 12/31/75 to 12/30/78

I can provide college transcripts & honorable discharge papers.

Coordinated meetings and lunches; arranged travel

Maintained supplies

Distributed mail; created shipping labels



Contact this candidate