Administrative Assistant / Office Manager Expert
Resume:
Wendy Frankel
Frisco, TX **035
***********@*****.***
Summary of Qualifications
Detail-oriented as an Office Manager/Assistant and Secretary/Customer Service Representative with over 22 years of varied administrative work experience, various computer software experience, legal and medical knowledge and proven ability to handle an office environment in an effective manner.
Reliable, dedicated, focused, able to prioritize and complete multiple tasks and follow through to achieve projected goals.
An independent and self-motivated professional with excellent research and customer service skills. Able to grow positive relationships with clients and colleagues within several organizational levels and handle all priorities with confidentiality. Willing to work in a flexible schedule and capable of handling a high workload.
Core Knowledge and Functional Skill Areas
In depth knowledge of all Microsoft Office suites and internet telephone operations.
Relevant experience in software applications such as, SAP, ERP and Access.
Quick learner of new software applications.
Word processing – Ability to type 65 words per minute.
Proficient in spelling and grammar
Professional verbal/written communication skills.
Knowledge of legal procedures, research and medical terminology
Work Experience:
09/13 – Present
Risinghill Marketing Plano, TX
Administrative Assistant
I prepare financial reports for company, accounts payables and accounts receivables. I review checks referred over and short remittances, determine acceptability by interpreting the regulations and rules and applying those written guidelines to process in accordance with established procedures within QuickBooks.
I independently communicate and work with a large volume of clients from all different economic backgrounds to assist them in purchasing promotion items. In order to assist my clients, I research products and from that research order products for my clients.
I process purchased orders into our database to develop product receipts, develop tracking mechanics to monitor these activities and I independently create collection of invoices.
I also maintain a volume of data on my clients for future reference. I use this data when I contact my clients to assist in analyzing their needs, solve any problems or issues they might encounter and to help in making decisions on future purchases.
I am responsible for filing and maintaining digital files of my written correspondence, written communications, products, and advertisements.
11/02 – present
Family Insurance Associates Frisco, TX
Office Manager
I prepare financial reports for company, accounts payables and accounts receivables. I review checks referred over and short remittances, determine acceptability by interpreting the regulations and rules and applying those written guidelines to process in accordance with established procedures within QuickBooks
I independently responded quickly to customer inquiry calls, quickly analyzing and assessing the consumers’ needs or problems in order to make a decision or recommend an ideal solution.
I utilized the proprietary software for Aflac based on ACCESS to verify coverages and analyze claims.
I have been trained in medical terminology and I use that skill when I developed and processed medical claims with policyholders.
I provided medical coverage status information and communicated with a wide variety of clients regarding changes in insurance amounts or monthly installment amounts.
I analyze files to prepare and enter information for the processing of corrections, and/or change of client records. In order to accomplish this task I have to be detailed data oriented to enter data for all files correctly in the online Aflac data system.
I assisted in the processing of the more complex trouble listings where I would analyze pertinent issues and access which procedure to use to assist the client with their dispute.
I handled legal and/or medical disputes with employers and policyholders.
I was responsible for processing payroll and accounting for the office's petty cash.
I used the LAN administration of all computer systems; manage database records and data entry.
12/99 – 11/02 The Frisco Group, Inc. Frisco, TX
Office Manager
I prepare financial reports for company, accounts payables and accounts receivables. I review checks referred over and short remittances, determine acceptability by interpreting the regulations and rules and applying those written guidelines to process in accordance with established procedures within QuickBooks
I was responsible for preparing payroll, accounting for petty cash, preparing the quarterly and yearly taxes using QuickBooks.
I developed spreadsheets and graph reports in Microsoft Word, Excel and PowerPoint.
I used LAN administration of all computer systems; manage database records and had to be detailed orientated to input the data
I was also the Human Resource Management. Therefore, I had to manage all employee health insurance and employee paperwork.
I was responsibility for time keeping of the employee's attendance. I was also responsible for the maintenance of the employee hiring and termination records. I independently developed a filing system in order to easily maintain these records.
I communicated orally and in writing to our customers to provide them with information or assistance daily.
I also assisted as the receptionist; greeting our customers and providing them with assistance.
5/98 – 12/99 KSNG Architects. Inc. Dallas, TX
Office Manager
I prepare and was responsible for financial reports for company, accounts payables and accounts receivables. I review checks referred over and short remittances, determine acceptability by interpreting the regulations and rules and applying those written guidelines to process in accordance with established procedures within QuickBooks
I was responsible for preparing payroll, accounting for petty cash, preparing the quarterly and yearly taxes using QuickBooks.
I worked and have knowledge of all Microsoft 97 Office products including Excel, Word, Outlook and PowerPoint
I was responsibility for time keeping of the employee's attendance. I was also responsible for the maintenance of the employee hiring and termination records. I independently developed a filing system in order to easily maintain these records.
Assist in editing, data entry and proofreading of company documents
I communicated orally and in writing to our customers to provide them with information or assistance daily. I also assisted as the receptionist; greeting our customers and providing them with assistance.
3/93 – 3/98 State Farm Plano, TX
Customer Service Representative
I was responsible for verification of coverages for Auto, Fire, Monthly Pay (SFPP).
I composed and dictated letters to a variety of accountholders and agents dealing with accounts as to balance due, monthly installment amounts, policy status, and changes in amounts to policies.
I reviewed files and prepares and enters input for the processing of corrections, and/or change of records; detailed data entry
Process miscellaneous items such as unidentified correspondence, returned checks, returned mail, in accordance with established procedures.
Handle telephone contacts with accountholders and agents relating to similar account matters.
In order to assist my clients, I research policies and from that research provided information for the processing of corrections to policies and entered detailed data information on the client into our system.
I process miscellaneous items such as unidentified correspondence by researching the correspondence and verifying the information in SFPP.
I processed returned checks and returned mail by researching our policy manuals and applying those guidelines and procedures effectively to maintain the trust of our company.
I also maintain a volume of data on my clients (accountholders) and agent related matters for future reference. I use this data when working with my accountholders and agents to assist in analyzing their needs, solve any problems or issues they might encounter and to help in making decisions on future policy matters.
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