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Manager Life Insurance

Location:
Dallas, TX
Posted:
July 15, 2019

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Resume:

**** ***** ****** **., *********, Texas *****

817-***-****

***.********@*****.***

CARTER, JAI

EDUCATION

UNIVERSITY OF TEXAS AT ARLINGTON

Major-B.S Economics August 2012 – December 2016

Minor-Business Administration

Aveta Business Institute

-Certification: Six Sigma Black Belt in Information Technology

Educational Background: Business Statistics, Statistical Analysis, and Accounting.

Computer skills: Stata, Minitab, MS Office, SQL, R, NetSuite, Salesforce, QuickBooks

SKILLS & ABILITIES

•Managerial skills •Analyst •Word, PowerPoint, Excel •Detailed Oriented

EXPERIENCE

MORSCO

Dec 2018-Present

A/R Credit Manager

Train team members in reviewing, managing, and analyzing customer credit accounts.

Perform underwriting on customers to determine credit account eligibility.

Adhere to SOX standards

Reduce past due aging and increase percentages of aging collected by 30%

Utilize key meetings with senior leaders and find and eliminate root causes to problems

Increase revenue for the business overall.

File liens and bond claims against companies who failed to meet payment requirements set forth by the various state guidelines we operate in.

XPO LOGISTICS

March 2017- Dec 2018

A/R Specialist- Corrections & Dispute Auditor

Research, audit and correct disputed invoices from internal and external customers.

Determine root cause of dispute and report process deficiencies and improvements.

Apply logical and independent thinking to evaluate options.

Prepare and submit coding requests.

Ensure we are in compliance with SOX Audit requirements.

STATE FARM

June 2016 – March 2017

Customer & Claims Service Specialist

Handled claims research and adjustment processes.

Instructed customers on the steps to handling delicate life insurance situations.

Assist customers with insurance related questions.

Detailed knowledge about claims and insurance processes.

STARBUCKS

May 2015 – May 2016

Barista Trainer

Trained other baristas efficiently and accurately on all the drinks.

Provided one on one, face to face customer service.

Handled customer complaints and resolved issues quickly.

Minimized wait time.

SIX FLAGS OVER TEXAS

March 2011 – May 2015

Warehouse Manager

Analyzed warehouse inventory and scheduled work time.

Reviewed performance data to monitor and measure productivity and goal progress.

Established employee goals and objectives.

Formally responsible for the achievement of department’ productivity and quality goals.

Attended management meetings to discuss problem/solutions/improvements.

Assisted in all working activities.

Warehouse Lead Associate

Operated all machinery necessary to complete to job functions.

On time to work.

Maintained high levels of efficiency.

Trained and coach new employees.

Made the schedule when the Manager was away.

Helped with the recruiting process.



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