Administrative Assistant Customer Service

QUICKBOOKS MICROSOFT

SUITE

LACERTE

CUSTOMER

SERVICE

Michelle

Lambert

PROFILE

Licensed Property and Casualty Insurance

Agent with 10+ years’ experience in customer

service, QuickBooks, and Lacerte.

CONTACT

Phone: 401-***-****

Email: ********@***.***

LinkedIn: (1) Michelle Lambert LinkedIn

SKILLS

SALES PROPERTY

MANAGEMENT

EMPLOYMENT HISTORY

ASSOCIATE REPRESENTATIVE, BROKERAGE

OPERATIONS FIDELITY INVESTMENTS OCALA,

FL FEB 2021-PRESENT

o Training new hires

o Processing maintenance/ New accounts

o Customer service

TRANSACTION PROCESSOR FIDELITY

INVESTMENTS SMITHFIELD, RI Nov 2018-Feb 2021

LICENSED PERSONAL LINES ACCOUNT MANAGER

CAPITAL CITY INSURANCE AGENCY, LLC.

CRANSTON, RI DEC 2014-APRIL 2018

o Sales/endorsements

o Spreadsheets/ Bank Deposits/ Commission Tracking o Training other office staff

RECEPTIONIST & ADMINISTRATIVE ASSISTANT

CAPITAL CITY INSURANCE AGENCY, LLC.

CRANSTON, RI Dec 2012- Dec 2014

o Streamlining paperwork to an electronic filing system o Processing and distributing company mail

o Ordering supplies and maintaining office equipment o Corresponding with clients via fax, email, and phone BOOKKEEPER & ADMINISTRATIVE ASSISTANT

STEPHEN H. PENZA, CPA CRANSTON, RI Jan 2007-

FEB 2012

o W2’s and 1099’s/ AP & AR

o Bookkeeping

Community College of Rhode Island

Associates Degree in Secretarial Science

EDUCATION

Contact this candidate