Customer Service Microsoft Office

R O S A R I E D O L P H

** ********* *****, **********, ** 07440

Telephone: 973-***-**** Email: *******@*****.***

OBJECTIVE

To obtain a position that would not only challenge me, but will use my existing abilities to their fullest. I am computer literate and learn new programs quickly. I can organize and handle multiple tasks. I am a self-starter that requires little or no supervision. SKILLS

I have grown with computers throughout my career. I have worked on Word, Microsoft Office as well as Outlook. I have worked with various data bases such as ACT and Goldmine. I have worked with various illustration systems, company data bases, outside vendor interactive websites and the internet. I am confident in my abilities and how they can transfer to almost any industry. EXPERIENCE

Provide daily support for all that I have been employed with; including CEOs, Partner, VP of Sale/Co-Owner and remote case managers.

Maintain busy calendars.

Schedule all meetings (client and internal), conference calls, webinars as well as out of state speaking engagements.

Set up and organize events with outside caterers.

Provide accounting with coded invoices. Input expense reports and track payment.

Coordinated and handled travel arrangements.

Assist with logging timesheets into financial system.

Format and create PowerPoint presentations as well as Excel spreadsheets.

Cover switchboard for 500+ person company.

Support of separate APS Company including requests, scanning, reporting and payments.

All reporting from application to payment of policy including illustrations, presentations and proposals.

Support to case managers included copying, scanning, inputting, of applications, informals, reports, quotes, policies and delivery requirements.

Responsible for all incoming and outgoing mail including Federal Express and UPS.

Record keeping of licensing, continuing education, CFP renewal.

Liaison between management and staff as well as outside vendors.

Customer service for a large amount of policy holders.

Assist in planning of annual charity golf outing.

Personal record keeping and family event planning. EMPLOYERS

Sept. 2015 – Present Reliable Machinery North Bergen, NJ

Nov. 2013- Sept. 2015 Ogilvy CommonHealth Parsippany, NJ

Oct. 2011- Dec. 2012 Stonegate Brokerage, LLC West Orange, NJ

1995–2011 Bleakley, Schwartz, Cooney & Finney Fairfield, NJ

1992-1995 Hartford Life Insurance Company Rockaway, NJ

1984-1992 New Jersey Life and Casualty Florham Park, NJ

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