Customer Service Life Insurance
Resume:
JULIE GARRITY
************@***.***
BMS COMMUNICATIONS, INC., Simi Valley, CA 1/2011 - 9/2011
Accounting
• Bank Statement and Petty Cash Reconciliation
• Prepare Month End Books
• Process Vendor Employee Medical, Dental, Life Insurance, AFLAC and IRA Statements
• Payroll – Calculate and Input Employee Hours, PTO/Non PTO, Garnishments, Medical, Dental, Life Insurance, AFLAC and IRA Contributions
• Issue Year End 1099s
• Full Cycle A/R and A/P
• Log Vendor Invoices and Process Vendor Payments
• Client Billing and Process Client Remittances
• Post Deposits
• Process Purchase Orders, Change Orders and Quotes
• Monthly Archiving – Verify Job Completion and Client Payments
• Compliance with Company Policies and Procedures
Skills
• Navision
• Paychex
• Microsoft Word – 65 WPM
• Excel
• 10 Key – 140 KPM
VOLT WORKFORCE SOLUTIONS, Simi Valley, CA 8/2010 – 1/2011
BMS Communications, Inc.
CONSTRUCTION SERVICES, Simi Valley, CA 2000 – 2010
General Office Management
• Payroll
• Issue Year End 1099s
• Generate Weekly Aging Reports to Process A/R and A/P
• Prepare Proposals
• Customer Service
• Purchase Materials
• Job Review to Calculate Profit and Loss
• Create Advertisements
• Appointment Scheduling/Time Management
Page 2 of 2
JULIE GARRITY
************@***.***
UNITED INSURANCE COMPANY OF AMERICA, Woodland Hills, CA 1983 – 2000
Management
• Selection hiring and terminating process
• Wrote job descriptions and performance appraisals for final salary increase
• Conducted formal, structured training classes for employees
• Monitored production workflow
Marketing
• Analyzed new product lines to determine if they could be implemented into the database
• Reviewed marketing material and forms to insure their viability
Technical Support Analyst
• Provided specifications to MIS for mainframes fixes and enhancements verifying the results
• Programmed new product lines into a new PC based system
• Developed a matrix to systematically produce master policy contracts
• Maintained system security
Customer Service
• Licensed Life and Disability Agent to legally advise policyholders of contract options
• Processed loans, surrenders, lapses and reinstatements
Administrative
• Underwrote and approved individual applications
• Issued and maintained new business
• Compiled and reviewed master policy contracts
EDUCATION
State of California Department of Insurance, Licensed Life and Disability Agent
Sawyer College of Business, Full Charge Bookkeeper
Contact this candidate