Joanne Alexander.*** Church Street New Britain,CT 06051

860-***-**** • ac97ti@r.postjobfree.com

SUMMARY

● Enthusiastic and quick learner, well organized and self-motivated

● Microsoft word, Internet and Date Entry, updated database, balanced cash flow, QuickBooks

● Call center environment, customer service, bookkeeping, payroll, collections, general ledger

● Skilled in handling the public with professionalism and sensitivity

● Complete tasks in a timely manner, medical claims

● Answer phones, emailed, faxed, scanned photocopied

● Works well independently and as member of a team, relates easily with all kinds of people

● Committed to producing results above and beyond what is expected EXPERIENCE

State of Connecticut – Department of Revenue Services Windsor, CT Team Processing 2017-2017

● Tax processer, received sorted and distributed mail.

● Labeled customers information by sequence number.

● Performed a variety of basic and repetitive processing tasks, e.g. sorting, coding and filing materials. Bank of America – Manpower Windsor, CT

Extractions – IBF 2016-2017

● Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

● Ensured to interact effectively with clients and maintain regular correspondence.

● Received, sorted, and processed payments, mail and other packages to designated areas. USPS – Seasonal Hartford, CT

Casual Mail Handler 2016-2017

● Received mail and uploaded onto the sorting machine.

● Removed open envelopes, bulk envelopes, etc. flat packages placed onto flat bed.

● Picked up mail from various departments to be processed and delivered to mail clerks. Bank of America – Manpower Windsor, CT

Extractions – IMF 2016-2016

● Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

● Ensured to interact effectively with clients and maintain regular correspondence.

● Received, sorted, and processed payments, mail and other packages to designated areas. Amazon - Integrity Staffing Solutions Windsor, CT

Pick-Packer/ Warehouse Associate 2016-2016

● Stocked work area with materials required to perform various job duties

● Operated KIVA system (Amazon Robotics) following all safety guidelines to process orders and package items preparing to be shipped

● Picking, Packing, Sorting, general maintenance and housekeeping duties to ensure a safe, clean, and orderly work environment

Precision Human Resource Solutions Hartford, CT

Transportation Counselor/Team Leader 2012-2015

● Transportation counselor maintaining safe environment for students traveling to and from school

● Assist the bus driver with structure and communication on the bus

● Reinforce bus rules with students and report any incidents or accidents with correct paperwork if necessary

● Develop positive relationship with peers, colleagues, students, and parents

● Ensure knowledge of route and children assigned to the bus and children are dropped off at correct destination

● Ensure adult present for children Pre-K through grade 3 pick up

● Assist new driver with route and procedure with children on bus route

● Report any driver issue or any other problems related to the bus, driver or children to supervisor

● Attend meetings and serve as an active member within the transportation community

● Held meetings with the other Transportation Counselors for updated information regarding job

● Documenting counselors work performance, answering any questions as needed in job relative

● Training new hired Transportation Counselors

Creative Funding Corporation Bloomfield, CT

Office Manager 2008-2012

● Contacting clients/scheduling new appointments

● Answering multiple phone lines/Meeting with clients/going over clients retirement plans

● Setting up meeting for new clients/ follow up phone calls

● Filing client information/ Opening up incoming mail and distribute to appropriate person

● QuickBooks, Bank Statement reconciliation, Payroll Book updating/Check writing

● Dividends and Cap Gains/Check pending business file

● Quarterly: Input of outstanding annuities statements Robert Half Hartford, CT

Accounting Clerk 2007-2008

● Input of data (client investments in Access) Annuities, checked all statement balances before input

● Download Schwab Data, put into CFC System, Load Quotes from Yahoo/Daily log of Business

● Qualified, years end mutual fund statements were filed in notebooks

● Filing-trade confirmation’s (Schwab books), mutual funds taxable sales and clients statements

● Payroll book updating/ QuickBooks-(icon)& bank reconciliation:/Check writing

● Dividends and Cap Gains/Check pending business file, Quarterly: Input of statements outstanding, annuities

● Answering multiple phone lines and for daily accounting outcome of each phone call

● Train new staff, worked with management team and assisted with data entry using Millennium fundraising Aetna Inc. Hartford, CT

Customer Service Representative 1999-2006

● Ordered Access Reports Daily

● Filed Plan Surrenders when completed

● Provided supported for wire copies of files and submit AFS wiring unit

● Ordered Fund One pages, match with confirmation letters and mailing

● Assisted with distributing Scheduling A packages

● Assisted with balancing report/download via (Excel spreadsheet, Access reports)

● Answered questions and resolved issues based on calls/ letters from members providers and plan sponsors

● Explained member’s rights and responsibilities in accordance with contract

● Processed claims referrals, new claim handoffs, nurse reviews, complaints (member/provider), grievance and appeals

(member/provider) via target systems

● Processed daily beneficiary forms

● Effectively documented internal requests and distributed to appropriate team members

● Quality assurance control person for incoming documents

● Organized documents for easy retrieval

EDUCATION

American Works of Connecticut Hartford, CT

Pre-Employment Training Program Certificate

Travelers Insurance Company Hartford, CT

Clerical Training Program Certificate

Weaver High School Hartford, CT

High School Diploma

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