Life Insurance Customer Service
Resume:
AMY S. MONTELIUS
ad5p5q@r.postjobfree.com
Riverside, CA 92505
OBJECTIVES
A challenging position utilizing my experience and my ability to organize with an opportunity for growth
QUALIFICATIONS
I have 29 years of experience in full charge Bookkeeping/Accounting
4 years in the life insurance industry
A well-organized leader who enjoys multi-tasking and working with people
Efficiency, reliability, and accuracy
Ability to work well with others and independently
Passion to work with clients and families needs
EXPERIENCE:
Family First Life Insurance – Gardena, CA
Life Insurance Broker February 2021 - Present
American Income Life Insurance – San Dimas, CA
Life Insurance Agent February 2020 – February 2021
Circle Kustom Exterminators – Termite and Pest Control Services – Riverside, CA
Owner/CFO/Accounting/Bookkeeper September 2006 – July 2019
Responsibilities:
Manage office supplies
Accounts Payable
Accounts Receivable
Invoicing
Bank Deposits
Payroll
Human Resource
Month-End
Bank reconciliation
Journal entries
Prepare office holiday celebrations
Best Buy – Yorba Linda, CA
Customer Service/Cashier September 2017 – July 2019
Customer Service
Process orders and returns
Front cashier checkout
Stock shelves
Answer customer service phone calls
Ralphs – Anaheim Hills, CA
Bookkeeper April 2018 – July 2019
Daily Deposits
Collect cash registers and balance
Prepare for Brinks pickup
Complete daily tasks to prepare for next day cash drawers
Superior Press Printing – Commercial Bank Printing – Santa Fe Springs, CA
Accounting Manager/Full Charge Bookkeeper August 2000 – September 2007
Responsibilities:
Billing, invoicing
Accounts Payable
Accounts Receivable
Bank Deposits
Payroll
Month-End
Bank reconciliation
Journal entries
Train accounting staff
Interviews/Hiring for accounting staffing
Supervise accounting staff
Diamond W Floor Covering – Wholesale Floor Covering Distributor – City Of Commerce, CA
Administrative Sales Assistant/Accountant July 1988 – August 2000
Administrative Sales Assistant July 1988 – January 1990
Responsibilities:
Answer sales calls
Prepare salesman and assist with promotion flyers
Prepare letters for Vice President of sales
Accountant January 1990 – August 2000
Responsibilities:
Accounts Payable
Accounts Receivable
Bank Deposits
Inventory (travel to other branch offices)
Payroll
Month-End procedures
Bank reconciliation
Safety committee
Journal entries
Train accounting staff
SKILLS
MS Word
Excel
10 Key
Data Entry
Quickbooks
Cash Register
EDUCATION
1981 – 1985 Whittier High School Whittier, CA
REFERENCES
Available upon request
Contact this candidate