Customer Service Accounting Assistant
Resume:
ROGELIO ORTEGA
Chicago, Illinois 60626
Mobile: 773-***-****
Email: *********@*****.***
OBJECTIVE
Seeking a position in Health Insurance, Accounting or Customer
Service
PROFESSIONAL EXPERIENCE
GO HEALTH
11/2014 - 02/2015
Benefits Advisor
Chicago, IL
Advised potential customers via inbound call center in selecting
a health care plan
Provided detailed information on costs and benefits per
individual insurance plan
Effectively identified a plan suitable per the clients health
status/monthly budget
Informed new and potential customers on current health care
laws/mandates and cross-sold multiple products
Succeeded in assessing client's needs and facilitating the
overall buying experience
PERSONAL ASSISTANT / CAREGIVER
10/2008 - 08/2014
Chicago, IL
Prepared meals and cleaned for elderly senior citizen woman
Provided assistance with walking, running errands, and grocery
shopping
Assisted in managing and paying clients' monthly bills
Transported client to doctor appointments and visits with
family/friends
Responsible for up-keeping of clients' home and scheduled
regular maintenance
Provided medication reminders and assisted with doctor
recommended activities/exercise
Contributed in creating an overall positive living environment
for client and providing genuine friendly companionship
CASH AMERICA
08/2006 - 08/2008
Accounting Assistant/Collections Representative
Chicago, IL
Accounting Assistant: processed customer payments, credit cards,
money orders and personal checks
Approved payment and credited customers' account. Logged into
system to verify all updates posted
Managed multiple customer account spreadsheets. Performed weekly
audit for discrepancies to confirm payments were accurately
modified
Collections Representative: negotiated and structured payment
plans with customers regarding collections
Consistently exceeded monthly quotas. Daily updated database and
renewed customer contact information
Informed management weekly of past due delinquent accounts
EMMANUEL CHURCH
10/2002 - 07/2006
Bookkeeper
Chicago, IL
Assisted Sr. Treasurer in counting of weekly charitable
donations
Conducted accounting and bill payment activities
Made weekly bank deposits and recorded cash receipts
Provided clerical and administrative support as needed
COMCAST
08/1999 - 08/2002
Customer Service & Support Representative
Tinley Park, IL
Responsible for troubleshooting accounts regarding complex
technical and billing issues
Trained new associates and consulted with supervisor on
assessments/evaluations
Helped facilitate team meetings and build team rapport
Notated customer accounts in company database, upgraded
services/packages
Responsible for setting up new services, educating customers on
new products and eligible packages
EDUCATION & TRAINING
Northeastern Illinois University
08/1992 - 05/1994
Accounting
Chicago, IL
Truman College
08/2007
Mortgage Loan Training
Chicago, IL
Jewish Vocational Services
08/2012
Microsoft Office Training
Chicago, IL
LICENSES
Accident and Health Insurance
12/2014
Illinois, Florida, Texas, Missouri, Arizona, Michigan, Georgia,
and Kansas
COMPUTER SKILLS
2007 Office MS Word, Excel, Outlook & Internet / Intranet.
Typing speed of 35 WPM. Call center telecommunications
proficient
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