Customer Service Life Insurance
Resume:
LINDA M. SHEPARD
Lancaster, NY 14086
**************@*****.***
SKILLS: Payroll/Bookkeeping; Accounts payable/receivable/invoicing; Employee training and supervision; Benefits and Data entry;
EXPERIENCE:
04/13 – Present The Hamister Group – Buffalo, NY
AP Specialist
Process AP invoices for multiple vendors and properties
07/12 – 03/13 Catholic Charities of WNY – Buffalo, NY
Bookkeeper
Process AP invoices for multiple vendors and properties
04/06 – 03/12 Edward Jones Investments – Buffalo, NY
Branch Office Administrator
Manage and administer all aspects of administrative procedures
Process necessary bank services and trades
Assist and resolve customer issues and questions
Process applications for Life insurance, LTC and Annuities
07/03 to 08/05 Wittburn Enterprises, Inc. – Buffalo, NY
Accounting Clerk
Indexing and verifying costs
Costing out job invoices
Track and facilitate collection of past due receivables
Interact with Project Managers, job approvals to sign off phase
09/92 to 09/01 Randy Shepard & Associates, Inc. – Buffalo, NY
Office Manager/Partner
Accounts payable/receivable; Daily general ledger reports
Productivity reports and payroll processing; Invoicing
Employee training and benefit administration
Reported directly to CEO all business related issues
Develop Employee Handbook with annual revisions
Establish Sales and Customer Service Department
Set weekly and monthly financial goals
Create procedures and incentives to maximize cash flow and profit. Work extensively on Team building with weekly and monthly feedback
EDUCATION: Erie Community College – Williamsville, NY
Associates Degree – Business Administration
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