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Life Insurance Accounting

Location:
Sheboygan, WI
Posted:
June 22, 2020

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Resume:

Rebecca Hafenstein

**** ******* **** ***** *********, WI 53081 608-***-**** addzyu@r.postjobfree.com

Summary

Experienced business professional that is very versed in handling high demanding situations, from dissatisfied customers to tight schedules. Strong knowledge of Payroll processing and other Accounting practices. Great knowledge with Microsoft based systems such as Microsoft Word and Microsoft Excel. Can competently work alone with little assistance needed and have worked in many team situations.

Skills & Abilities

ACCOUNTING AND PAYROLL

Created schedules, submitted payroll, ordered products, processed inventory, and balanced the daily cash and sales.

Worked independently with little supervision.

COMMUNICATION

Interact with clients and co-workers in a professional manner.

De-escalated clients and processed changes to accounts to help.

Utilize Microsoft Word and Microsoft Suite for professional communications.

LEADERSHIP

Tutored fellow accounting students.

Motivate co-workers to do better, strive for more, and to be able to exceed standards.

Oversaw a staff of 5 employees.

Experience

CUSTOMER SERVICE REPRESENTATIVE ALPINE ACCESS DENVER, CO 2013-2015

Created payment plans for those that needed assistance.

Calculated and determined payments due on customer accounts and input payments.

RESIDENT ASSISTANT LORI KNAPP, INC RICHLAND CENTER, WI 2011-2012

Assisted clients with dementia in their everyday life and monitored changes in their activities with logging journals.

Communicated clients’ needs to other employees and staff and ensured safety by following all rules and regulations.

ESCALATION SPECIALIST PRUDENTIAL MIDDLETON, WI 2002-2008

Managed escalation calls and was able to efficiently convert them into satisfied clients.

Processed claims checks for dividends and other funds.

Adjusted clients life insurance policies for their life changes.

Education

ACCOUNTING JUNE 2021 LAKESHORE TECHNICAL COLLEGE CLEVELAND WI

Associates in Applied Science



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