Career Objective:

I am seeking a position that will utilize my knowledge, experience, and management ability for personal contribution and professional growth.

Educational Background:

University of Phoenix: B.A. Business Administration

California Department of Insurance Life, Health & Accident Insurance License: 0I9737 :

Skills:

Proven problem solving skills.

Good writing and communication skills.

Strong analytical and planning skills.

Solid bookkeeping skills.

Strong administration and office skills.

Ability to prioritize and organize workflow.

Senior Helpers, El Cerrito, CA

2016-Present

Bookkeeper/Payroll Coordinator –Part Time

Responsibilities:

Responsible for reviewing timekeeping and billing system daily to ensure accuracy of all appointments.

Responsible for all aspects of bookkeeping and accounting duties, administered bookkeeping, cash intake/reconciliation.

Received and maintained proper cash accountability.

Completed and maintained accounts payables and accounts receivables.

Processed employee time and attendance data from time keeping system.

Extract timekeeping from Soneto Scheduling system into the Paycheck payroll system.

Computed bookkeeping and payroll adjustments and reconciled insurance and benefit accounts.

DP Security Services, Richmond, CA

2009 – 2016

Office Manager Bookkeeper –Part Time

Responsibilities:

Responsible for all aspects of bookkeeping and accounting duties.

Prepared monthly journal entries.

Prepared monthly and annual accruals and month end closings.

Prepared payments and wire transfers.

Administered bookkeeping, cash intake/reconciliation, and order placement.

Created production schedule, and various office forms.

Received and maintained proper cash accountability.

Completed and maintained accounts payables and accounts receivables.

Computed payroll adjustments and reconciled insurance and benefit accounts.

H & R Block Tax Services, Vallejo, CA

2005-2016

Office Manager Senior Tax Advisor - Seasonal

Responsibilities:

Manage day-to-day operations of a tax office.

Implemented all policies and structured all company procedures required for company.

Created production schedule, and various office forms.

Had direct contact with customers and vendors.

Received and maintained proper cash accountability.

Supervise staff and assist tax preparers in preparing tax returns for individuals and businesses.

Participates in selling and cross-selling Bank products. Obtained a broader understanding of marketing principles and strategies with a global business perspective

Ability to handle confidential and sensitive information.

Hire, train and supervise sales support staff, and productive work environment.

Assists the district in meeting goals by generating new business through in-office selling. Kronos User Edit employee’s timecard, if necessary and approved employee’s timecard

Maintain attendance records and solved timekeeping problems by researching records

Independent Covered California Health and Life Insurance Agent Concord, CA

2014 – Present

Responsibilities:

Primary focus on insurance for Life, Health and Long Term Care. Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios. Represent a full line of insurance and financial products, serving as a trusted consultant to businesses and individuals. Complied with all policies/procedures related to the new account process.

Contact potential clients by telephone in order to secure appointments.

Obtain existing insurance and personal information details in order to run insurance quotes.

Work with agents to optimize sales scripts and utilize multiple techniques to target individuals.

Assist families with preparing home and personal budgets and utilize information to show benefits of life insurance.

Help customers apply and prepared applications to submit to underwriting for policies in a manner that will optimize approval.

Review policy applications for error and omissions then work with insurance underwriters to facilitate completion of process.

Opened files and input data to Producer software, and gathered necessary documents so it could be submitted to underwriting.

Work with clients to fill out and file insurance claims ensuring that clients get rapid approval, maintaining superb customer service.

Computer skills: Standard word processing and Excel spreadsheets

Microsoft Outlook, QuickBooks, Excel

Experience in Microsoft Project, Access, and PowerPoint

Standard ADP, Paychex and Kronos Payroll System

Contact this candidate