Life Insurance Administrative Assistant
Resume:
Sarojni Kumar
Email: ************@*****.***
Ph: 925-***-****
Life Insurance Agent
New York Life Insurance- Brentwood, CA
December 2015 to August 2023
Promote and sell life insurance and educate clients and prospects. Present solution-based sales to prospects
Help clients by building long-term relationships and providing financial stability to help them build their legacy.
Present policy plans and features and emphasis on benefits and need of products. Close sales and complete application process.
Follow up with daily work.
Deliver policies and keep records of client information. Create follow up meeting dates for further assistance and update on current market
& solutions.
Administrative Assistant
City & County of San Francisco
August 2012 to October 2015
Produce & distribute correspondence and memos for meetings for various projects.
Assist in the distribution of regularly scheduled reports. Assist in preparing Executive meetings in City Hall. Update notification and distribute correspondence for public meetings and agenda.
Develop a filing system for both hard copy and digital documents.
Communicate with staff members to ensure clarity among departments
Support team members through writing and proofreading documents, running errands, making phone calls, and other tasks to ensure projects are completed on time.
Order supplies, create a system to ensure the inventory was never too low while also saving the company money. Made copies and mailed documents for staff members as needed.
Mailing correspondence
Assistant Branch Manager
Fremont Bank - Brentwood, CA.
-November 2005 to June 2012
Great business & client relationship development skills including. Interpersonal verbal and written skills.
Oversee branch operation and functions.
Vault cash management and supervision.
Training employees in safety and security.
Strong knowledge of banking operation, regulatory compliance and product sales.
Open and close new accounts.
Maintains a working knowledge of consumer and business banking products and services.
Processing basic transactions. Develops collaborative partnerships with branch team members.
General ledger balancing.
Attending daily and monthly reports.
Update files.
Opening and closing office during shift.
Assistant Branch Manager
Downey Savings Bank, San Bruno
Oversee branch operation and functions.
Vault cash management and supervision.
Training employees in safety and security.
Strong knowledge of banking operation, regulatory compliance and product sales.
Open and close new accounts.
Fulfill teller responsibilities when needed.
Process payments and deposits and cross sell products. Maintains a working knowledge of consumer and business banking products and services.
Processing basic transactions. Develops collaborative partnerships with branch team members.
General ledger balancing.
Attending daily and monthly reports.
Update files.
Opening and closing office during shift.
Accounts Receivable Clerk
Monster Cable Company
Posts customer payments by recording cash, check, and credit card transactions. Tracks revenues by verifying and entering transactions from the lockbox and local deposits. Updates receivable by totaling unpaid invoices.
Maintains records by microfilming invoices, debits, and credits. Verifies validity of account discrepancies by obtaining and investigating information from sales, trade promotions, and customer service.
Resolves valid or authorized deductions by entering adjusting entries. Resolves invalid or unauthorized deductions by following pending deductions procedures. Resolves collections by examining customer payment plans, payment history, and credit lines. Summarizes receivables by maintaining invoice accounts. Protects the organization’s value by keeping information confidential. Professional Banking Experience
Previously worked for Tri-Counties Bank
Washington Mutual Bank
Downey Savings Bank
Bank of Hawaii
Australia & New Zealand Banking Corporation
Education/ Certification
Notary Public
Ca.Life & Health License
Associate degree in Sales and Marketing
Skills: Multi-tasking, Management, Communication, Customer Service, leadership skills, Problem solving, Teamwork, Time management, Cold Calling, Reconciliation of GL Entries, Accounts Receivable, Sales, Office Management, Insurance Sales, Budgeting, Marketing, Bilingual, Retail sales, Outside sales, Negotiation, Sales, administration, Analysis skills, Customer service, Strong communication skills.
Languages Fluent- Hindi/ English
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