IRMA E. JIMENEZ

**** ****** **. § San Juan, TX **589 § Cell: 956-***-**** § admbwy@r.postjobfree.com

PROFESSIONAL SUMMARY

Seeking a role in a dynamic organization to contribute acquired skills and experience. A finance professional with a master’s degree in business administration specializing in Finance with an emphasis in aspects of financial control, management and insurance, as well as banking knowledge.

HIGHLIGHT OF QUALIFICATIONS

English and Spanish (fluent)

Bank reconciliation, Balance Sheet, P&L Statements, Cash Flow Reports, Annual Reports

Financial Forecasts, including Financial and Quantitative Analysis

Networking, Customer Service, Interpersonal, Communication, Team Building & Leadership

Creative Problem Solving, Analytical & Cognitive skills, Decision-making

Proficient in Microsoft Office, Oracle, AS-400, and Quick Books.

EDUCATION

Master of Business Administration 2013

American InterContinental University Schaumburg, IL

Concentration: Finance

Bachelor of Business Administration 2012

The University of Texas Pan-American Edinburg, TX

Concentration: Finance

GED - Certificate of High School Equivalency 11/19/1985

McAllen High School McAllen, TX

Life and Health Insurance License

Texas Department of License Expires January 2023

Florida Dept. of Financial Services (Non-Resident)

PROFESSIONAL EXPERIENCE

Remote sales agent tier II September 2020 - Present

Spectraforce Technologies Jacksonville, FL

Inbound and outbound calls to educate members and offer member benefits, renew health plan and other ancillary products and make courtesy calls to answer any questions and/or share new offers and programs.

Family Services Counselor April 2019 – Sept. 2019

SCI Corporation/ Highland Memorial Park

Prospecting, making and receiving calls, walk-in’s customer service, making presentations and setting up appointments to educate prospects about our services and products regarding pre-planning cemetery and funeral packages, and at-need services, drop-bys and delivering deeds, filing, and other required duties.

Independent Insurance Agent / Broker

Healthcare Solutions Team – Lombard, IL March 2020 - Present

Futurity First Life Insurance Group – McAllen, TX April 2019 – December 2020

Santos Insurance Group – Pharr, TX July 2018 – April 2019

Symmetry Financial Group – Swannanoa, NC Oct. 2018 – April 2019

American Income Life – Mission, TX Aug. 2017 – Sep. 2017

Afortus Financial Insurance – Jackson, MI April 2017 – Aug. 2017

AHIA, LLC/ E & E Insurance Agency – McAllen, TX June 2015 – July 2017

United Benefits, Inc. – Pharr, TX June 2015 – July 2017

Prospect individuals and businesses based on lead system provided by agency

Call prospects to educate them about financial and insurance products available (life, health, Medicare Advantage, Supplemental, and Annuities

Set appointments to visit residential owners and give a short presentation.

Close sales and follow up with a long-term relationship.

Substitute Teacher Nov. 2012 - March 2020

PSJA Independent School District Pharr, TX

Provide instruction to elementary level students in the absence of permanent teacher.

Maintain a disciplined, organized and a good environment where students behave and follow the rules of the school.

Customer Service Support Oct. 2016 – Dec. 2016

Nexus Op, Inc.

Work from home customer service support

Take calls to retain clients by offering different payment options and/or packages

Secretary Sep. 2009 – Sep. 2014

Primera Iglesia Bautista McAllen, TX

Recorded weekly attendance of Sunday school members on register book.

Kept track of Sunday school tithes and offerings and prepare a monthly report for accountability.

Assisted in other clerical duties.

Administrative Secretary Nov. 2001 – June 2004

City of McAllen McAllen, TX

Supported the Superintendent of Building Permits and Inspections with budget preparation to guarantee the department obtained funds for the next fiscal year.

Supervised a clerical staff of four to ensure outstanding customer service was given in a prompt and courteous manner resulting in better employee performance.

Reviewed and devised monthly/weekly statistical reports requested by the U.S. Census Bureau and other entities accurately.

Performed all required financial/accounting activities for the department (i.e., invoicing, payroll management, accounts payable, etc.)

Implemented new building permit software that reduced waiting time to the public from 20 minutes to 10 minutes, resulting in a 35% increase of customer satisfaction.

Payroll Analyst Nov. 1999 – Feb. 2001

Ticketmaster Pharr, TX

Processed payroll for approximately 600 employees (2 payroll analysts) to meet deadlines of bi-weekly payroll;

Input payroll data and employee information into computer software;

Verified I-9 information and prepared employment documentation for new hires;

Answered payroll-related inquiries from outside callers to verify employment;

Assisted in other multifaceted clerical duties.

Payroll Analyst II 1995 - 1999

City of Laredo Laredo, TX

Followed required financial/accounting activities for the department including budget preparation, accounts payable, purchasing/requisitions, etc.;

Analyzed, computed and implemented peace officers’ collective bargaining agreement including back pays;

Processed payroll for approximately 363 civilians and police officers (2 payroll analysts) and maintained AS-400 database for our department;

Coordinated travel arrangements, insurance documentation, inventory control of uniforms and gear;

Assisted Deputy Chief of Police during federal grant process for our department;

Handled and reconciled petty cash fund and other multifaceted clerical duties.

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