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Insurance agent Customer Service Personal Assistant

Location:
Fort Worth, TX
Posted:
January 03, 2024

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Resume:

PERSONAL PROFILE

A experience customer service

representative with hands-on

experience in all levels including

management, performance,

troubleshooting, training, and

recruiting.

AREAS OF EXPERTISE

e Microsoft office, Excel,

PowerPoint, and Word

e Licensed Health and Life

Insurance

e Training new hires

OTHER SKILLS

e The ability to analyze complex

technical information

¢ Detail oriented

e Excellent problem solver

¢ Troubleshooting

e Legal Research

e Account Management

¢ Microsoft Outlook

e Personal Assistant Experience =

Salesforce

e Administrative Experience

e Legal Drafting

e Recruting

GET IN CONTACT

Mobil: 601-***-**** ad2fad@r.postjobfree.com

3026 Atwood Road Meridian MS 39301

WORK EXPERIENCE

‘SENIOR BRANCH CLERK

ACCEPTANCE LOAN COMPANY

‘SPRIL 2021-PRESENT

+ UPDATING AND STORING BUSINESS FILES TO ENSURE THEY ARE ACCURATE AND ACCESSIBLE FOR OTHER EMPLOYEES

(G REPORTS, LETTERS AND OTHER BUSINESS DOCUMENTS

{ SORTING MAIL AND RESPONDING TO IT OR DISTRIBUTING IT TO APPROPRIATE EMPLOYEES

{ANSWERING TELEPHONE CALLS AND EMAILS AND REDIRECTING THEM TO OTHER EMPLOYEES WHEN APPROPRIATE

{ISSUING INVOICES AND FOLLOWING UP OUTSTANDING PAYMENTS

{TAKING DICTATIONS AND MINUTES DURING MEETINGS

1 MAKING TRAVEL ARRANGEMENTS FOR OTHER COMPANY EMPLOYEES’ BUSINESS TRIPS

{MONITORING OFFICE SUPPLIES AND REPORTING WHEN STOCK LEVELS ARE LOW TO OFFICE MANAGER

COLLECTIONS ACCOUNT MANAGER

‘ARON'S

DECEMBER 2020- APRIL 2021

+ OVERSEEING STAFF MEMBERS AND ENSURING THE ACCURATE AND TIMELY INVOICING OF CUSTOMERS.

{ SETTING PAYMENT COLLECTION GOALS AND TARGETS FOR THE DEPARTMENT.

‘CREATING AND IMPLEMENTING A STRATEGY TO IMPROVE THE COLLECTION OF OUTSTANDING CREDIT.

IMPLEMENTING COLLECTION POLICIES AND PROCEDURES TO AVOID EXCESSIVE OUTSTANDING CREDIT.

+ ENSURING THAT THE COMPANY POLICY ON RECOVERIES 1s FOLLOWED AND THAT IT ISIN LINE WITH STATE AND FEDERAL REGULATIONS,

1 IMPLEMENTING DEADLINES FOR INVOICING AND PAYMENT COLLECTION,

+ NEGOTIATING WITH CUSTOMERS IN CASES WHEN NON-PAYMENT OCCURS,

1 PREPARING MONTHLY FEEDBACK REPORTS ON PAYMENT COLLECTIONS,

+ REMAINING INFORMED OF ANY LEGISLATIVE PROCEDURAL TRAINING REGARDING DEBT COLLECTION.

STRAINING AND MENTORING OF STAFF MEMBERS IN THE COLLECTIONS DEPARTMENT.

{RECRUITING NEW HIRES FOR COMPANY

ACCOUNT SPECIALIST

WORLD Finance

FEBRUARY 2020-NOVEMBER 2020

+ CONTRIBUTES TO CUSTOMER RETENTION BY STRENGTHENING RELATIONSHIPS THROUGH ACCOUNT MANAGEMENT AND MAINTENANCE,

+ SERVES CUSTOMERS BY COMPLETING ENROLLMENTS AND CONVERSION MAILINGS, RESPONDING TO REQUESTS, RESOLVING COMPLAINTS, AND MAINTAINING QUALITY SERVICE,

PREPARES WORK TO BE PROCESSED BY GATHERING, SORTING, ORGANIZING, AND RECORDING DATA, INFORMATION, AND DOCUMENTS.

‘COMPLETES ENROLLMENTS BY ANALYZING AND AUGITING DOCUMENTS, TAPES, AND TRANSMISSIONS, AND RESEARCHING AND RESOLVING PROCESSING PROBLEMS,

‘COMPLETES CONVERSION MAILINGS BY COOROINATING REQUIREMENTS AND DEVELOPING PLANS,

PROVIDES INFORMATION BY COLLECTING, ANALYZING, AND SUMMARIZING DATA, AND RESPONDING TO REQUESTS.

RESOLVES COMPLAINTS BY INVESTIGATING ISSUES AND COMPOSING RESPONSES, REFERRING NON-STANDARD COMPLAINTS AND POTENTIAL LAWSUITS TO LEGAL OR GOVERNMENT AFFAIRS DEPARTMENTS,

1 MAINTAINS QUALITY SERVICE BY MONITORING STANDARDS AND ADVISING SUPERVISOR OF POTENTIAL PROBLEMS.

{CONTACTS PROSPECTIVE CLIENTS AND MAINTAINS REGULAR COMMUNICATION WITH EXISTING ACCOUNTS.

{ PREPARES REPORTS, BIDS, AND CONTRACTS BY COLLECTING AND ANALYZING INFORMATION.

EMPLOYS RESEARCH AND DATA-GATHERING SKILLS TO PREPARES PRICING MODELS, PROPOSALS, AND PRESENTATIONS.

MONITOR MARKET TRENDS AND ADJUST SALES EFFORTS ACCORDINGLY.

(CUSTOMER SERVICE REPRESENTATIVE (CSR) / PEER ADVISOR

ror

"RNUARY 2017 ~JANUARY 2020

‘COORDINATE WITH CUSTOMERS TO RESOLVE ANY BILLING INQUIRIES.

@ ACT AS THE FIRST POINT OF CONTACT FOR CUSTOMERS SEEKING HELP WITH PRODUCTS OR TECHNICAL ISSUES. @ PROVIDE TROUBLESHOOTING AND TECHNICAL ASSISTANCE TO CUSTOMERS,

(9 ASSESS THE CUSTOMER'S NEEDS AND TRANSLATION INTO SOLUTIONS

(© HELP TRAIN NEW HIRES TO JOIN PRODUCTION FLOOR

EDUCATION HISTORY

EVEREST UNIVERSITY

A.A IN PARALEGAL

EVEREST UNIVERSITY - ORLANDO, FL

2012 TO 2014

HONOR ROLL 3.6 GPA

HIGH SCHOOL DIPLOMA

MERIDIAN HIGH SCHOOL - MERIDIAN, MS

AUGUST 1999 TO MAY 2002

GRADUATE WITH HONORS 3.8 GPA



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