Executive Assistant Koch Industries

Candace Lynette Jones

**** ********* *********, *** 803-***-**** C

Duluth, GA 30097 *********.**@*****.*** 229-***-**** H OBJECTIVE

SUMMARY OF OUALIFICATIONS

My experience encompasses 10 years of proficiency in the field of Administration working in professions of Business and Medical Administration, Banking and Finance, Customer Service, Insurance Sales, and Communications. I have mastered expertise in many facets of administrative support by working for various Fortune 500 companies in several diverse industries. It has enhanced my professionalism in working and developing Customer/Client relationships, Analytical Solutions, Time Management and Productivity. By working with multiple tasks and several colleagues in various levels of management, it has allowed the flexibility in working with various personalities as well as creating teamwork and professionalism in every area of communications.

EMPLOYMENT HISTORY

TTEC

MBR Life Health Agent - Open Enrollment AON Retirees, MBR Property/Casualty Agent- USAA

6/2018-8/2020, Duluth, GA

Received Inbound calls from Aon Retirees regarding Health Plans and Open Enrollment. Discussed benefits for employees and retirees for Medicare and Medicare Advantage plans. Assist clients with flexible spending accounts and medical benefits. Serviced members from various Client affiliates and various States. Property and Casualty Insurance opened new members account and managed existing accounts for Auto, dwellings, HO-Renter’s, and Valuable Property Insurance to members of USAA. Establish and maintained Members Accounts and discussed various plan options available with coverages, features and benefits of plans and advised and assisted members with payments and billing inquiries for auto, homeowners’ renters, and valuable property billing. Helped with property claims and escalations requiring follow up calls to assist with member’s retention. Reviewed and provided documentation and referrals to management and the appropriate departmental divisions for all correspondences pertaining to auto, dwelling, valuables and claims resolutions. Consult and maintain USAA Policies and Compliance Regulations in 50 states to include Hawaii. Chime Solutions

Life, Health, Sickness Agent,

KOCH Industries, Inc - Open Enrollment

09/2018-12/2018, Morrow, GA

Received inbound calls from Koch Industries Employees during Open Enrollment for benefits plans for the current and following year, discussed plan options, enrollments, changed plans, leave of absence, Cobra, 401k options, health saving plans and flexible spending accounts and Medicare options. Assist retiree with benefit questions, technical support and claims management to provide services to members with referrals for support. Kyle Johnson-American Income Life & Samantha Chui-American Income Life Agency Life, Health, Sickness Agent

12/2016 - 08/2018, Smyrna GA

Make Outbound Calls to potential Customers, scheduled appointments and provided door to door services with detailed information about products and services provide thru Life, Health and Sickness Insurance. Established yearly contracts for New Members, processed contracts for various policies to include Whole Life, Life, Term 10/20 policies, with riders, Hospital Indemnities and Cancer Policies. Services provided thru Life, Health and Medical Insurance were Child Safety Kits for Amber Alert, One Year Life Policies and Sales for new Insurance policies. Worked closely with Underwriting for compliance with Insurance Commissioner State requirements, Retention income and renewals with maintenance of licensure renewals for the State of Georgia.

Turnage -AR- Blue Cross Blue Shield- Blue Advantage Insurance MBR- LHS Claims Adjudication

12/2004 - 02/2006, Little Rock, AR 72204

Assist recipients of Medicare with enrollment into Part D; Prescription Drug Coverage for Medicare. Received inbound calls from recipients regarding discussion of various plans available to them in their geographical area to include pre- enrollment, dis-enrollment, suicide calls, referrals to other governmental agencies. All paperwork done electronically. Candace Lynette Jones pg 2

Claims Adjudication Representative - provided outbound contact to Providers for referral of members of Blue Advantage Insurance. researched Claims, Statistical Reports Weekly to Supervisor and Management Team for membership awareness and policy development. Established procedural policy for Providers and Members seeking to retrieve Referrals for payment of claims for Blue Advantage Insurance. Worked closely with Claim Adjusters for Blue Advantage Insurance Maintained confidentiality when contacting Providers, Clients and working with time sensitive paperwork or documentation, Providers and Affiliate Contacts and business correspondence. Olsten - Baptist Medical Center Hospital LR

Interim Branch Manager

08/2004 - 06/2005, Little Rock, AR 72202

Account Payable/Account Receivable Invoice from Vendors, Affiliates, Hospital Departments. General Ledger reconciliation for review of monthly Departmental Budget. Ordered Equipment and Therapy for Discharged Patients per Physician Orders. Assist Case Managers and Social Workers with assigned patient care. Business Correspondence, Performance and Merit valuations, Check Reimbursements, Petty Cash, License Renewals, Classes per Hospital Regulations, Weekend and Holiday Rotation, Equipment and Supplies, Pagers and Cell phones Word, Excel, Power Point, Group Wise, Mail Distribution, general office management. Rate, cancellations, bankcard charges, Credit services and protection remedies for Identity Theft. Bonus Incentives with large accounts, free Credit Reporting and maintenance of Accounts

Spherion -Prudential Bank & Trust

Company Executive Assistant

2001-2002, Atlanta, GA

Performed administrative support and secretarial duties for four Vice President and teams. Responsible for all inquiries concerning departmental activities and operations. Assisted Operations Manager with employee's departmental move and all systems request. Provided time management and planning support by coordinating Vice Presidents personal calendars, arranging meetings, conference calls and coordination business travel. Maintained confidentiality for sensitive documents, including employee’s performance appraisals and evaluations, corporate legal contracts, employee's salaries and personal profiles. Prepared correspondence and document, recorded minutes for Institutional Trust meetings, developed filing system four departments, code and prepared expense and sundry disbursement vouchers for various vendors. Tracked corporate VISA accounts for reconciliation and responsible for four departments supplies, office equipment, requisitions, inventory.

TECHNICAL SKILLS: MS Professional XP, MS 2007, MS 2003, Microsoft word6.0/7.0/98/2000, XP Windows Professional

Exce14.O/5.O/98/2000, Powerpoint3.O/4.O/98/2000, WordPerfect5.1/6.O/7.O, Visio 5.0, Adobe 4.0 org Plus, Access 97/98, Ami Pro, Lotus Notes, Lotus Release, Lotus 123, Lotus Freelance, Harvard Graphics, Microsoft Publisher, Creative Calendar, Corel Draw, Print shop, Print Artist, Art Explosion, Front Page Express and Maximo, Project Manager. Systems: UNIX, Novel, OS/2 and NT.

EDUCATION

Baptist Medical Systems School of Nursing, 1989 Graduate, Little Rock, AR Pulaski Technical College, Aviation Manufacturing Technology 2007 Atlanta Metropolitan College, Business Administration Management 2011 US Army, 1982 - 1994, Surgical Nurse Operating Room, Honorable Discharge GEORGIA Residential License – Personal Lines

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