Customer Service Insurance

Charo Del Toro

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

Houston, TX ***65

281-***-**** Hm: 281-***-**** Cell

SUMMARY OF PROFESSIONAL QUALIFICATIONS

Able to interact with office personnel as well as those in the field.

Oral and written communication skills in Spanish.

Knowledge of 401K Loans.

Skills: Microsoft Office 2003 – Word, Excel and Outlook

Payroll Programs: Starbuilder & Preview

Typing: 40 wpm.

Payroll Supervisor/Benefit Clerk

C-Air-S Mechanical Co., 2006-2011

Conducts new employee orientation, obtaining all required forms such as I-9 & W-4.

Explain company policies such as attendance, pay frequency, and work hours.

Explain company benefits such as vacations, 401K plan and eligibility, Group insurance and Holidays.

New employee follow up by verifying name matches social security and performs background check.

Set up employee in payroll system as well as Direct Deposit

Take employee's time in order to process payroll and transmit to bank. This is done weekly.

Audit support by maintaining reports on wage garnishment; produce monthly insurance report as well as 401K reports.

Confirm that payroll taxes are correct and sent to bank

Monitor Certified Payroll for contractors.

On a quarterly basis distribute 401K information to those participating in the plan.

In July and in January enroll those who have become eligible in 401K.

At Year End prepare 401K and insurance Report.

Support management by reminding them of employee reviews; retrieving disciplinary reports from employee's file and documenting employee problems before termination.

Sets up Monthly Safety Meeting

Informs employees of changes in company policy.

Contacts the insurance company regarding an employee' s termination so that they can start. Cobra process.

Retrieve badges, keys, and cell phones.

New Account Representative

Sterling Bank 1992 – 2006

Conducted interview of prospective account holder in order to determine which type of account would be more beneficial.

Provided customer service and new accounts assistance in a high traffic banking environment.

Resolved issues relating to customer accounts as well as cross sell other banking products.

Audited different reports including but not limited to Transfers, Wires, ATM Cards and Safety Deposit Boxes.

Audited corporate files for proper documentation and compliance.

Contacted Secretary of State for documentation and verification of franchise tax status.

Assisted lending staff in the processing of consumer loan applications.

Assisted in all translation for Spanish speaking customers.

Before moving to Houston I was a Personal Banker at First National Bank of Commerce in New Orleans. In addition to opening various types of accounts I also process consumer loans applications and complete investigation of credit history, income, character of borrowers and structuring of repayment terms.

I also worked as an Administrator Assistant in Public Relations /Alumni Office at Loyola University.

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