jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom summary gifted working stressed confused upset individuals need benefit information supportive guidance resolve first call resolution effective operating aaa regulations insurance department guidelines manage telephone calls emails inperson requests required skills professional written oral communications skills research time management people management skill microsoft office software outlook word powerpoint excel organization leadership capabilities ability develop motivate others ability achieve high service quality results well meet productivity levels required information verification personal data evaluation experience 052020 current policy service representative grange insurance group seattle wa coverage determination premium calculation paperwork processing insurance calculation policy update coordination policy review policy analysis collaboration form preparation languages english fluent spanish fluent problemsolving listen diagnose resolved issues insureds timely manner first call resolution precisely calculated refunds premiums adjustments checked documentation appropriate coding catching errors making revisions exceed company goals month categories required meet memorized valuable company products services best meet individual insured complete customer insight reports input 12000 units sensitive data trained new employees fist call company specific policies procedures compliance guidelines lead group chats supervisor away handled modification updating policies collected payments processed receipts informed policyholders outstanding balances analyzed customer needs provided best options upselling products services delivered individualized support broad knowledge company products bring targeted services individuals varying needs stayed abreast industry changes amend insurance programs existing clients responded customer inquiries problems promote great service researched insurance plans find good options clients needs followed customers check changing needs propose new offerings maintained pleasant cordial attitude remaining calm issues arose communicated clients phone email answer questions offer services offered information policy coverage details 122014 032020 bookkeeper servicemaster clean columbia sc reviewed purchase documents company receipts reconciliation statements prepared accurate financial reports month collecting analyzing summarizing account information maintained full compliance executing tracking bank reconciliations ap invoicing billing collections documented transaction details track manage financial data helped businesses keep finances order managing accounting ledgers recording journal entries entered deposits credit card charges sales entries facilitate cash management prepared financial reports collecting analyzing summarizing account information trends defined bookkeeping policies procedures developing system account financial transactions applied mathematical skills calculate totals check figures correct problems physical digital files prepared bank reconciliations managed field audits reviewed accounting records accuracy processed invoices checks maintained daily cash logs deposits organized maintained chart accounts updated monthly entries adjustments adp payroll entries monthly accruals resolved balance errors using accounting software reviewed transactions issued checks updated ledgers budgets verified posted account transactions prepare checks maintain accounting ledgers 022012 112013 office clerk ed napleton automotive group rochester mn kept office records organized supplies wellstocked optimal team performance delivered helpful kind customer service guests maintaining composure stressful situations maximize customer satisfaction supported office clerical functions using word processing software email office machines strictly adhered confidentiality protocol regarding client information documents enhanced recordkeeping storage space usability reorganizing physical filing systems coordinated company records resources assist team members special projects sorted distributed incoming mail dispersing appropriate departments personnel managed client communication scanning documents distribution mail created updated maintained detailed documents charts spreadsheets sort company information maintained business records updating customer information dispersed incoming mail correct recipients throughout office conducted office inventory checks requested restock supplies checked office supply levels anticipated needs placed orders appropriate stock levels organized files developed spreadsheets faxed reports scanned documents improve organizational workflow education training 062012 high school diploma ocean view high school huntington beach ca accomplishments 2021 presidents elite collaborated trainers supervisors development new hires first chosen supervise team supervisor away exceed monthly goals month skill sets california texas achiever