Life Insurance Service Representative

Kathleen J. Powell

Summary of Qualifications

Excellent communication and interaction skills. Able to grasp and adapt to new technology. Familiar with business essentials. Team player. Result-oriented with solid work ethic. Outstanding leadership skills and problem-solving abilities.

Work well under pressure. Microsoft Office, QuickBooks, Cougar Mountain Accounting Software, Redtail (Financial Services CRM) 10-key data entry and Transcription.

Professional Experience

Customer Service Representative

Barry Sales Engineering, Inc.

Fenton, MO

June 2015 – Present

Submitting quotes, purchase orders, and invoices for machinery and engineering parts utilizing SalesPad and Great Plains. Preparing monthly newsletter.

Tax Support

Rognan and Associates, Inc.

Ballwin, MO

December 2014 – May 2015

Responsible for scheduling tax appointments for 600+ clients, preparing daily itineraries for the CPA’s in the firm, mailing and e-mailing tax organizers to clients, recording of client’s electronic filing dates, follow-up with clients to obtain necessary information to file tax returns in a timely manner.

Office Manager

Florida Growth Realty, Inc.

Clearwater, FL

September 2009 – June 2014

Responsibilities included day-to-day operations and managing a commercial real estate office. Duties included internet research, payroll, preparation and filing of new hire government paperwork, accounts receivable, accounts payable, dictation (shorthand), transcription, filing of quarterly taxes, P/L statements and balance sheets utilizing QuickBooks, preparing year end information for CPA to file Form 1120.

Telesales Representative

Alliant Insurance Consultants, LLC

Oldsmar, FL

Oct. 2008 – Jan. 2009

Cold Call Marketing to the Senior Population for Medicare and Medicaid Products

Compensation Systems, Inc.

Carmel, IN

May 1986 — July 2007

Office Manager/Assistant to President

Responsibilities included day-to-day operations and managing a staff of 6, interviewing, hiring and training all new employees. Maintained employee records, processed bi-weekly payroll and completed necessary tax related IRS quarterly reports. Processed A/P, A/R, Balance Sheets and P & L Statements utilizing QuickBooks, and invoicing 250+ clients. Prepared W-2 forms and various state yearend forms. Maintained records for the company’s 401(k) Profit Sharing Plan.

Processed participant enrollment and termination for employees.

Processed employee benefit related 401(k) forms for clients. Direct communication with clients and 250 retirement plan administrators. Prepared annual IRS 5500 forms for approximately 25 403(b) plans.

Responsible for maintaining various life insurance and mutual fund records for personal clients of the President of the company.

Crawford & Company

Columbus, IN

1984— 1985

Secretary / Receptionist

Part-time position. Duties included processing insurance claims via dictation and general office duties

Mass Mutual

St. Louis, MO

1982— 1984

Administrative Assistant to Pension Administrator

Responsible for day-to-day operations of the Pension Department, including invoicing pension clients for life insurance premiums within their pension plans and keeping all aspects of their retirement plans up to date and in compliance with IRS and ERISA laws. Processed benefit termination forms for participants in various retirement plans.

Education

Indiana Institute of Technology Indianapolis, IN

1995 — 1999

Business Administration with emphasis in Human Resources, Deans List 1996

Certifications

Hickey Secretarial School St. Louis, MO

1978— 1979

Certificate of Completion – Honors Program – Emphasis on Secretarial Administration

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