Customer Service Executive Assistant
Resume:
PAULA CARTER, ACS, AIAA
Dickinson, TX 77539
Career Objectives
I have over 25 years as an Executive Assistant and am currently pursuing a career opportunity that is well suited for my professional talents.
Summary of Qualifications
* outstanding proficiencies in assessing strategy and problem solving
* team player with exceptional interpersonal and organizational skills
* accustomed to a fast pace environment where deadlines are a priority
* enthusiastic and reliable
Work History
FalconQuest Express, Houston, Texas
ADMINISTRATIVE ASSISTANT Dec 01, 2011 – Current
Daily duties include finding loads for tractor trucks, dispatching drivers and following up to verify loads have been delivered. Communicating with customers and troubleshooting any problems that may arise. Answering customer calls, signing off on load confirmations, and completing new contracting paperwork as needed. Also responsible for creating form templates, filing and keeping files in compliance. I also assisted with a DOT audit in 2014. Cohan Insurance Group / Mass Mutual, Houston, Texas EXECUTIVE ASSISTANT Jan 15, 2007 - Oct 17, 2011
Responsibilities include tracking commissions, updating production reports, case design, running illustrations and preparing for client meetings, completing and processing life insurance applications, determining which APS' to order, ordering all needed APS', communicating with underwriters and tracking applications through issue. Once policies were issued, I prepared them for delivery. I was also responsible for tracking all commissions, taking client calls, updating client database, and handling all customer service requests. I also made all client security trades online as requested and made sure all security files were set up correctly and remain in SEC compliance. In addition, I took all the president's calls, scheduled all appointments, reviewed all emails, and kept his day to day schedule. Wehman Insurance Agency / Farmers Insurance Group, Austin, Texas CLIENT SERVICE ACCOUNT MANAGER Jul 01, 2004 - Jun 30, 2006 Responsibilities include handling customer service requests, quoting new home, policies, completing and keying applications, issuing policies, obtaining signatures on all forms, scanning document retention forms to home office, working with mortgage companies and lenders and supplied them with evidence of insurance for home closings, as well as following up and collecting initial premium payments. Oversee all broker policy renewals which included tracking each in force policy on a monthly basis and insuring that all policies are renewed, re-quoting, or rewriting if needed. Prepare monthly renewal commission worksheets indicating which policies were renewed, rewritten, canceled, and the expected monthly commission for each. Successfully quoted and sold individual/commercial fire, auto, life, health and GL policies, via marketing new clients by calling on contacts through our brokered list of markets for the best fit for our clients.
Pacini & Company / Jefferson Pilot Financial, Houston, Texas EXECUTIVE ASSISTANT / CASE DESIGN May 01, 2002 - Jun 15, 2004 Duties include underwriting large life cases $10,000,000 - $25,000,000, running life illustrations, completing applications, ordering APS', following up on underwriting status, ordering personal inspection reports and preparing examiner with proper information for report. Oversee client services, running in force illustrations, processing change of premium payments, ownership, beneficiaries, loans, withdrawals and death claims. Day to day office duties include filing, updating commission reports, typing client correspondence, updating software, preparing client files, and running life and health insurance proposals.
Paula Carter
Page Two
FFR Planning Group, Inc. / American General, Houston, Texas EXUCTIVE ASSISTANT / CASE DESIGN Dec 01, 1999 - Apr 15, 2002 Duties include dictation, scheduling of company president's day to day activities and appointments, preparing all client applications for health insurance, life insurance and investments. Oversee running Morningstar reports, preparing client's needs and analysis reports, establishing and maintaining client form letters, updating client database, handling client questions, processing all client changes, including change of beneficiary and ownership, premium modes, loans, and premium payments. Day to day duties include processing company president's mail, greeting cards, making daily deposits, bank reconciliation, filing, e-mailing, updating software, scheduling client exams, following up with underwriting and communicating with underwriters and maintaining good relationships with their staff, and keeping company president constantly updated on how office is running and status of client services. Paul Palmer & Associates / Texas Life Ins., Houston, Texas EXECUTIVE ASSISTANT / SALES ASSISTANT Apr 01, 1996 - Feb 15, 1999 Texas Life Insurance duties include agent marketing and sales support, running illustrations, designing mail-outs for prospective agents, making monthly sales courtesy calls to existing and prospective agents, process contracts, update agents of production bonuses and sales contests, designing and mailing out quarterly newsletters to existing agents, updating database on a daily basis and keeping agents abreast of product changes. Paul Palmer & Associates duties included tracking all of the client services, underwriting, setting up IRAs and UGMA accounts, brokerage accounts, SEP plans, mutual funds and imputing all information into database. Responsible for office and files complying with NASD/SIPC standards.
Education
Argosy University Online Program, Chicago, Illinois 1 year college, technical or vocational school Major: Business Management
Houston Community College, 1 year college, technical or vocational school Major: Business and Business Writing
Occupational License or Certification
ACS and AIAA Certification
LOMA
References
John Beatty
Owner
FalconQuest Express
Suzanne Fleming
Owner
Suzanne S. Fleming Business Development
Mary Smothers
Owner
ADT Security
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