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Customer Service Executive Assistant

Location:
Sylacauga, AL
Posted:
December 07, 2016

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Resume:

JULIE COOPER MURNER

*** ******** ****** #**

Ashland, Alabama 36251

acxsqd@r.postjobfree.com

SUMMARY

A positive, result driven administrative professional, with wide ranging experience in document processing, reports, office management and providing general business assistance to supervisors. Also has experience in insurance, banking, bankruptcy analysis, teller services, office support, mail, filing, documentation, switchboard operations, and customer service. Takes on new responsibilities, develops skill sets, attends to details, and resolves problems by substantially boosting department performance. A personable, self-starter who builds relationships key to long-term business growth and success.

EXPERIENCE

Administrative / Insurance Agent Liberty National Life Insurance, Oxford, Al - March 2014 - March 2016

Recruiting New Talent

Coordinated advertisement and promotion of insurance products in order to recruit clients and new agents, such as job fairs and charity events.

Kept database of all recruited clients, including what resources were used to recruit each individual

Maintained and handled client policies and accounts

Sold life and health products to clients and made sure that our current clients policies were in order.

Explained policies and remained on call for clients, should they have any need, during or after business hours.

Obtained Permanent Life & Health Insurance License, August 2015 - present

Office Manager Southeastern Steel Services, Inc., Vincent, Alabama 2010-2013

Answer phones and field calls

Order office supplies

Order structural and miscellaneous steel for fabrication

Nest material from drawings for fabrication

Mail

All filing

Assist with payroll

Keep records of employee attendance

Expense reports

Invoice coding

Executive Assistant Warren, Averett, Kimbrough & Marino, LLC, Birmingham, Alabama 2008-2009

Assembled business and personal tax returns.

Assigned to six members of the firm and provided secretarial type support for several senior level employees and staff.

Ran various reports on a monthly basis through crystal reports.

Responsible for calendar and email management of members.

Responsible for organizing meetings, set up, recording minutes and following up with attendees on each individuals assigned tasks.

Responsible for fielding and handling calls for members and staff.

Provided backup for the switchboard as needed.

Responsible for members’ monthly expense reports and daily entry of hours worked.

Responsible for ordering courier deliveries, preparing fed ex shipments, catering meals, faxing, copying, scanning, mail distribution and many miscellaneous projects.

Executive Assistant Colonial Properties Trust, Birmingham, Alabama 2005-2008

Prepared investment books with maps and market analysis for senior management.

Facilitated due diligence items between buyer, seller and attorneys.

Recorded meeting minutes for senior management and prepared documents/books for meetings.

Email, calendar management, arranged travel and answered phones for multiple Senior Vice Presidents and Vice Presidents.

Processed all paperwork for new employees

Provided office management for the accounting department, including office organization and payroll.

Responsible for creating and preparing accounting reports for executives and third parties monthly.

Responsible for expense reports, process of invoices, typing memos, distribute and process mail, maintained supplies, answered switchboard, and any other duties as assigned.

Bankruptcy Analyst Regions Financial Corporation, Birmingham, Alabama 2000 - 2004

Managed assigned portion of the corporate bankruptcy portfolio for multiple states, including Alabama, Arkansas, and Georgia.

Served as a liaison between the bank and staff of attorneys.

Filed proofs of claim with the United States Bankruptcy Court.

Handled 1,000 to 1,500 accounts per month.

Monitored status of accounts as necessary to assure deadline dates were met.

Staff Assistant II 1998 - 2000

Opened mail, obtained documentation, and prepared files for bankruptcy analysts.

Operated the switchboard for the bankruptcy department.

Updated the bank’s recovery system to include proper status codes and documentation.

Customer Service Representative First National Bank of Talladega, Talladega, Alabama 1997 - 1998

Accepted deposits, verified cash endorsements, provided customers with receipts, and proved balances as necessary.

Prepared individual daily settlements of cash and proof transactions.

Opened checking accounts, savings accounts, and certificates of deposits.

Completed 4789 forms for the IRS and posted loan payments.

EDUCATION University of South Alabama, Mobile, Alabama

Liberal Arts Courses, 1995 - 1997



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