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Customer Service Life Insurance

Location:
Fairfield, CA
Posted:
December 23, 2023

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Resume:

OSCAR E FLORES

*** * ******** ***, *********, CA 94533 • 707-***-**** • ad159c@r.postjobfree.com

Professional Summary

Enthusiastic Accountant bringing expertise in supporting the needs of busy Industrial offices. Adept at building positive rapport with customers, maintaining professional appearance and upholding strong public image. Seasoned Administrative professional familiar with clerical areas, accounting procedures and records management requirements. Positive, upbeat and dependable team player with an analytical, resourceful and adaptable approach to solving routine and complex problems. Looking for a challenging new role with the opportunity to make a lasting impact. Skills

Strong problem solver

Dedicated team player

Customer service orientation

A/R -Cash deposit preparation

Billing and coding

Multi-Software used

External communications

Professional and mature

Microsoft Office

Interpersonal communications

Administrative operations

Account reconciliation specialist

Intuit QuickBooks specialist

Work History

Accountant, 01/2023 to Current

Sanchez Fix & Flip LLC

Reconciled accounts and reviewed expense data, net worth, and assets. Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions. Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

Handled day-to-day accounting processes to drive financial accuracy. Maintained up-to-date Accounting standards to manage financial recordkeeping. Detected and corrected mistakes early on and implemented systems to avoid recurring issues Establish accounting and maintenance records

Used accounting software to issue tax returns and prepare consolidated reports Accountant Assistant, 12/2013 to 01/2023

Northern California Conference of SDA – Roseville, CA Assist Treasury in all accounting processing :

Processed all payroll entries and reports for 1700 employees Maintained process documentation for financial department operations Reviewed G/L entries for accuracy and to determine completeness Balanced reports and batch summaries to submit for approval Monitored accounts payable and receivable status and delegated tasks as needed Reconciled all expenses and accounts

Managed new files and retrieval requests with speed and accuracy Software in place APS(Payroll system), AASI

Insurance Sales Agent, 06/2010 to 05/2017

American Income Life Insurance – Concord, CA

Upsold Life Insurance products to policyholders to suit individual needs Researched and analyzed beneficial insurance and investment options and made recommendations to clients

Pursued continued professional development through insurance workshops, courses, and webinars

Developed life insurance leads to meet monthly sales targets Processed applications, payments, corrections

Interviewed prospective clients to learn about financial needs and discuss any existing coverage

Called 8 lapsed customers each week to inquire about continuing needs Called 30 warm leads each week

Submitted up-to-date activity and production logs to agency management for review Promoted agency products to customers in person

Used are for communication (email extensively)

Education

Bachelor of Arts: Administration, 11/1984

UNADECA - Costa Rica



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