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Office Customer Service

Location:
Murrieta, California, 92562, United States
Salary:
$18.00 hr
Posted:
October 20, 2016

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Resume:

JoyBeth Tucker

***** ******** **. ********, ** **562 503-***-**** acw50l@r.postjobfree.com

Objective

Obtain a position as an Office Manager or Administrative Assistant utilizing the skills I have acquired to aid the office in running smoothly, effectively and efficiently.

Education

CERTIFICATE PROGRAM 12-2014 MSJC CONTINUING EDUCATION

Related coursework: ICD-9 training, CPT standards, Medical billing, coding and terminology

MSJC General Education – Business Communications & Spanish 1 &2

DIPLOMA PROGRAM JUNE 2005 WESTERN BUSINESS COLLEGE

Major: Accounting & Business

GPA: 4.0 President’s and Deans list

Related coursework: Principles of Accounting, Corporate Accounting, Payroll Accounting, Computerized Accounting, Tax Accounting, Financial Statement Analysis, Applied Business Law, Business Math, Business English, Composition.

Skills & Abilities

MANAGEMENT

Responsible for over 350 independent brokers and maintaining personnel files on each. Maintaining updated and completed contracts with all contracted carriers.

COMMUNICATION

Working with over 350 insurance brokers, I was their primary contact with the individual carriers and the contracting process.

Working as a DMTA for a District office of Farmers Insurance, I was responsible for setting up the meeting and creating the PowerPoint presentations for all district meetings.

I was primary contact with New World Life in Seattle, WA and the agents of District 28 of Farmers Insurance Company.

Experience:

ADMINISTRATIVE ASSISTANT – MULTIPLE BROKERS – TEMP ASSIGNMENT JULY – SEPT 2016

Data Entry, customer service, answer phones, copy, scan, fax, create client files, file, order medical exams, follow up with pending requirements and get signatures as needed.

PHYSICIANS ASSISTANT DR. EMILY ZVERINA D.C. AUGUST 2015 – APRIL 2016

Write reports, create billing invoices, set up patients for treatment, maintain office as needed

OFFICE STAFF LORENZ FIDUCIARY SERVICES FEB – APRIL 2015 (TEMP. POSITION)

Assisted with the preparation of tax documents for individuals, trusts and corporations.

Digitally created files and folders for on-site stored documents and items to convert from paper files to electronic files.

OFFICE MANAGER QUOTE SELECTION INSURANCE SERVICES MARCH 2012 – APRIL 2014

Maintain proper contracts for contracted insurance carriers available for new broker signatures.

Submit all newly signed contracts to carriers and make sure new broker receives writing # in order to receive commissions.

Manage and maintain all office equipment and expenses, (order supplies and pay utility bills monthly)

Create and verify broker commission statements monthly.

Input broker commission information into QuickBooks and cut commission checks monthly.

SUPPORT STAFF FOSTER CARE AGENCY OCTOBER 2011 – JUNE 2013

Create files for incoming children placed in the system.

Transport children to family meetings or other required meetings.

Verify checks on new parents coming into the agency (background, criminal and Megan’s law).

Meet bi-monthly for board meetings after work (held Secretary position)

OFFICE MANAGER JEFF KRUSEE AGENCY- FARMERS INSURANCE OCTOBER 2007 – APRIL 2009

Assist new and existing clients with their insurance needs. (cross sell and bundle packages)

Manage and maintain all office equipment.

Manage office when Agent was out in the field or away from the business.

Verify coverages while making sure the clients are adequately covered with as low a risk to their assets as possible.

DMTA/DM ASSISTANT DISTRICT 28- FARMERS INSURANCE –JEFF JOHNNIE JUNE 2005 – OCTOBER 2007

Assist newly recruited agents with writing new business and building a book of business.

Manage and maintain all office equipment. Order office supplies as needed.

Assist the DM with written correspondence as necessary between corporate and the agents.

Submit correspondence between the agent and New World Life (Farmers life company)

Maintain 6/63 financial files and all confidential information of agents assigned to District 28.



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