Life Insurance Accounts Receivable
Resume:
Heidi Frazier
Portland, OR *****
**************@*****.***
Authorized to work in the US for any employer
Work Experience
Independent Health and Life Insurance Producer
while working with Columbia River Benefits Group, I was specifically working with Medicare clients in both Oregon and Washington-Vancouver, WA
• I started working with the Broker, Steve Davis, as his Agent Bookkeeper/Carrier payroll.
• After a short time, I was encouraged to get my Producer License. I demonstrated advanced skills in communication and etiquette. I worked for 2 Medicare seasons. I have fulfilled my Continued Education and maintain my producers license.
• I am driven to build a client base in the Insurance industry and seek an opportunity to develop. I am committed to education and growth. With the years of experience cultivating authentic communications abilities, being approachable, and understanding customer needs, I am confident in my skills to achieve both my goals and the company goals for growth.
Accounts Receivable Specialist, Payroll, Software implementation Yoshida Foods International-Portland, OR
June 2022 to January 2025
• Developed the Accounts receivable position. Within a month I was able to learn the QAD Manufacturing software system by reading manuals and implementing the processes. Invoice customers, customer service, trained over 10 individuals in the accounting department. Reconciled accounts. Assisted CPA. Successful team building by communication and supporting team members. Addressed issues and implemented procedures to streamline processes between departments. This eliminated costly errors and built comradery in a challenging work environment.
• Create weekly and monthly cash forecast.
• I monitor customer portals, such as Albertsons companies, Costco's both international and domestic along with many smaller global companies.
• Exercised a key role in the successful, speedy deployment of a new manufacturing software system. The Business Central, Aptean, software is a product of Microsoft. I assisted with the project implementation, management and weekly meetings with the developers and trainers.
• Collaborated with IT teams in the Implementation of ERP with current and new customers.
• Improving operational efficiency and data integration across departments.
• Successfully learned how to publish items and use the Global Locator numbering system. Successfully published items and assignment of new UPC for our productions. Trained and certified for utilizing ERP for Albertsons companies, Costco Amazon and Walmart eCommerce, among other global companies.
• Analyzed company workflows to customize the software for production, planning, inventory management, quality control and financial reporting.
• Collaborated with cross-functional teams to ensure clear understanding and adoption, resulting in a reduction in of errors from 20% to 1%, reduction of downtime and improvement in communication, seamless process in creating sales orders and shipping.
• Trained 12 employees on system usage.
• Processed payroll, review and enter Journal entries.
• Skilled in using Quickbooks, to rack expenses, reconcile accounts, and prepare detailed reports.
• Experienced in managing joint business expenses, such as utilities, rent, and operational costs, with a focus on accuracy and transparency.
• Proficient in calculating and splitting bills among multiple owners, ensuring equitable cost distribution and maintaining accurate financial records.
Hydration Specialist
Enagic International-Vancouver, WA
April 2020 to June 2022
Development of presentations, speaking to live audiences and performing demonstrations. Created a foundation of personal health education in order to provide information and sources for health benefits of hydration to community.
Developed presentations and lectures to explain the absorption of water molecules into cells; explain and educate the function of our bodies cells and the harm of toxins greet and support members;
Provided training for clients to clean their devices. Excel in Sales; selling machine parts and future recommendations. Education
Associate in Science (AS) in Medical Billing & Coding Concorde Career College-Portland - Portland, OR
2008 to 2009
Skills
• Medical Terminology
• Insurance Sales
• Analysis skills
• Payroll
• Data entry
• ADP
• Communication skills
• Customer service
• Insurance Verification
• Customer support
• Sales
Certifications and Licenses
State of Oregon Insurance License
September 2023 to August 2025
Insurance Producer License
Life and Health Insurance Licensed
September 2023 to August 2025
current registration in Better CE for the Continued Education courses
Contact this candidate