Customer Service Manager

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

203-***-****

*** ******** **** **.

Durham, CT 06422

Jennifer R. Kelly

______________________________________________________________________________

Objective: To provide executive support, utilizing strong business management skills and experience.

Professional Experience:

NEXT Financial Group (formerly AIG) 1999-Present

Office Manager

Responsibilities:

• Provided administrative support to branch manager and representatives

• Maintained proper compliance files

• Managed weekly activity logs

• Facilitated office compliance audits

• Maintained client files

• Streamlined the budget saving $2200 a year

• Managed multiple ongoing projects

• Conducted internet research (due diligence and historical stock quotes for reports)

• Ran OFAC inquires on all clients

• Facilitated the transfer of all clients from AIG to NEXT Financial Group

• Extensive use of Microsoft Office including Microsoft Excel to prepare spreadsheets on client portfolios and cost basis for client’s CPAs

• Assisted clients during tax preparation (calculations of capital gains and/ or losses)

Patient Advocate and Assistant 2007-Present

Responsibilities:

• Scheduled and provided transportation to doctor appointments

• Provided family members with typed summaries of doctor visits

• Researched medications prescribed as requested by family

• Through research prepared questions to facilitate a productive appointment for patient

• Handled patient registration, inquires and billing issues with Medicare and Anthem

• Maintained medical records and files

• Researched current insurance options to maintain that coverage was appropriate and cost effective

• Maintain medical records and prescriptions

• Facilitated drug coverage when denied by Humana by working with patient review board

• Coordinated in home care with the VNA of Orange

Education:

• Associates of Science in Business Management-Albertus Magnus College

(Hamden,CT)

• Courses and certification in Microsoft Office and QuickBooks Pro-CompUSA (Orange, CT)

Skills:

• Excellent organization, time management and problem solving skills

• Goal oriented and ability to multitask without supervision

• Proficient in Microsoft Office including Word and Excel, Next Rep WEBOPs and the internet

• Excellent written and verbal communication

• Extensive customer service skills

• Internet research and analysis of data collected

• Fast and accurate typing skills

• Data Entry

• Extensive experience in financial and investment business

• Ability to learn new software applications quickly

• Knowledge of medical insurance such as Medicare and Humana drug coverage

Reference:

William J. Brower

NEXT Financial Group

374 Grassy Hill Rd.

Orange, CT 06477

Office Phone: 203-***-****

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