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Data Entry Relations Specialist

Location:
Tampa, FL
Posted:
November 15, 2022

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Resume:

Carol Gongola

***** ********* ****, ****** ****, FL 34610

727-***-****

**********@*****.***

Skillful and dedicated Office Administrator with extensive experience in the coordination, planning and support of daily operational and administrative functions

Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages

Strong analytical and problem-solving skills

Demonstrated strong written, verbal, and organizational skills

Work Experience

Client Relations Specialist

05/2013 to Present

Broker Educational Sale and Training

New Port Richey, Florida

Establish and deepen relationships with clients by understanding their business objectives and providing exemplary support as the primary contact within my company

Communicate frequently with clients on updates, information, concerns, and suggestions

Proactively taking care of the customer needs and identify any potential issues, create recommendations, and facilitate action for resolution.

Responsible for project management, ensure timely deliverables to the client, manage day to day managerial aspects of scheduling events

Create and deliver recurring client value reporting, highlight customer’s strategic successes, and provide ongoing recommendations for further optimization

Informed customers about billing procedures and provided payment option setup assistance.

Worked under strict deadlines in a high pressured, fast paced environment

Traveled with clients and attended industry conferences

Office Manager

05/2001 to 06/2012

Ameri-Life and Health Insurance of Knoxville

Knoxville, Tennessee

Overseeing the work of all office employees to ensure they work productively and meet deadlines and company standards

Managed Payroll

Hiring and Discharging of all Personnel

Human Resources, counseling any employees struggling in their role

Answering telephone calls and emails from customers and clients and directing them to relevant staff

Monitoring office supplies and ordering supplies

Interviewing and training new office employees and organizing their paperwork

Organization and the ability to multitask to complete a wide variety of tasks

Strong interpersonal skills to interact positively with all employees

Weekly and Monthly reporting to Corporate Office

Leadership ability to manage challenges and oversee employees

Attention to detail to ensure tasks are completed thoroughly and correctly

Data Entry

Scheduling of employees shifts

Handled all office decisions under supervision of General Manager

Manager New Business, and Policy Owner Services

02/1997 to 05/2001

American Insurance Administrators, "LLC

Clearwater, Florida

Managed a team of New Business and POS Processors to act as a liaison between career agents and insurance

carriers

Managed the daily operations of New Business, and POS Processors; including but not limited to. employee

payroll, vacation requests, and performance reviews

Developed processes to maintain accuracy and completeness of Life, Health, Medicare supplements, Medicare

Advantage, and Annuity insurance

Established reporting procedures to further communicate pending application discrepancies to appropriate

personnel

Served as a research liaison with the Legal Compliance Team

Managed special projects by serving as a liaison for all Company online of businesses, Company Senior

Leadership Team, and Insurance Carriers

Created training material to further develop Administrative Assistants in the area of Medicare Advantage, along

with Company concerning accuracy and integrity of Client applications

Complied and analyzed data from weekly reports for executive management

Process client cancellations, refunds, delivery receipts, and policies

Scrub applications to ensure accuracy and integrity

Maintain status pending requirements on applications

Complete weekly New Business validation before commission cycle

Verify and upload carrier policy data feeds into Vue

Skills

Microsoft Office, (Word, Excel, Power Point, Outlook) Vue, Image Now, ADP, & AS400 - 10+ years

Data Entry - 10+ years

Scanning, Copying, and Faxing, - 10+ years

Basic knowledge in QuickBooks - 9 years

Answering and Transferring a Multiline Phone System - 10+ years

Education

Longwood High School

High school or equivalent

Business

Middle Island, New York

6/1984



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