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Office Manager/Bookkeeper

Location:
Fort Wayne, IN, 46815
Salary:
20.00
Posted:
April 16, 2020

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Resume:

Julia J. Flaningan

**** ****** *****

Fort Wayne, IN 46815

260-***-****

Objective: To obtain a challenging position that will utilize my skills and afford me the opportunity to grow with the company

Profile:

* Previously licensed Property & Casualty and Life & Health agent

* Seven years of cargo claims experience

* Twenty-five years customer service experience

* Twenty-five years of computer operator/data entry skills

* Five years dispatching experience

* Seven years of accounts receivable/payable experience

* Seven years of insurance benefits administration

* Highly organized, dedicated to perfection and have a positive attitude

* Excellent oral and written communication skills

* Ability to work on multiple assignments and consistently meet deadlines

Education: Northrop High School – graduated June 1988

Ivy Tech – Associates Degree Business Administration 2009

Skills: PC expertise and experience with software programs that include Sage, QuickBooks, Microsoft Word, Excel, Access, Power Point, Outlook and Internet Explorer, CMS and

CAMIS. Adding machine, multi-line switchboards, typing 55 WPM, filing, quality

and inventory control, data entry, purchasing, payroll, accounts payable/receivable, bank reconciliation and travel planning.

Experience:

11/1/16 to EMERALD KNIGHT LANDSCAPING – Office Manager

Present

* Accounts Payable/Receivable

* Process Payroll

* Human Resources/Employee Benefits Administrator

* Inventory Control

* Bank Reconciliation

* Prepare Job Quotes & Schedule Jobs

* This is a part time position (afternoons)

4/21/16 to MASOLITE, INC. – Dispatcher/Purchasing/Accounts Receivable

9/1/17

* Schedule block load deliveries

* Take delivery orders from contractors and dealers

* Prepare delivery tickets

* Transfer inventory between yards

* Prepare daily invoices

* Process product returns

* Process credits/debits to customer accounts

* Purchase yard stock and products for customers

* Prepare monthly royalty reports

* Left company due to its financial instability

2/16/09 to SIRVA, INC. – Claims Adjuster/Dispatcher

3/21/16

* Process and settle moving and storage claims for corporate paid moves

* Prepare monthly spreadsheet of adjusters closed claim counts

* Attend industry seminars to stay current on rules and regulations

* Maintain adjuster/agent relationships

* Provide customer service to customers with claims questions

* Maintain a days to settle average of 18 days or less

* Dispatch household moves by communicating with agents and drivers

* Monitor loads and communicate with drivers regarding delivery issues

* Resolve delivery/driver issues in a timely manner

* Left company due to a medical condition that has since been corrected

3/22/04 to MAGIC TRIANGLE INSULATION – Office Manager

2/1/09

* Accounts Payable/Receivable

* Process Payroll

* Human Resources/Employee Benefits Administrator

* Inventory Control

* Bank Reconciliation

* Prepare Job Quotes & Schedule Jobs

* Owner sold the business.

7/1/02 to HANAUER ASSOCIATES - Account Executive

3/19/04

* Prepare life and health insurance quotes

* Prepare property and casualty insurance quotes

* COBRA group administration

* Extensive knowledge of HIPPA and COBRA laws

* Soliciting companies for new group life and health business

* Left company to work for family friend

8/23/98 to K & K INSURANCE GROUP – Underwriter/Account Rep Dealership Div.

5/01/02

* Prepare quotes for new and existing motorcycle, boat dealer and RV dealer accounts

* Provide binders, certificates of insurance, I.D. cards, etc. to the insured

* Process policy endorsements

* Provide customer service to agents and/or insured

* Visit with prospective clients and existing clients to discuss their insurance needs

* Company lost underwriting authority so company downsized

12/11/94 to BODENHAFER INSURANCE – Senior Benefits Specialist

8/20/98

* Prepare group life and health presentations

* Prepare property and casualty quotes

* COBRA group administration

* Extensive knowledge of HIPPA and COBRA laws

* Soliciting companies for new group life and health business

* Support person for the insurance agent

* 401k and 457 deferred compensation administration

* Left company to pursue an underwriting career

References:

Chrissy Henderson – Group Insurance Services – 260-***-****

Teresa Turzillo – Source One Insurance – 260-***-****

Dwight Crumpacker – Emerald Knight – 260-***-****



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