Account Representative resume example with 2+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Organized, dedicated ambitious professional with excellent interpersonal skills. Strong attention to detail and extensive knowledge of various computer software programs.

Skills & Qualifications
  • Basic accounting and banking procedures
  • Legal Documents (preparing and filing with courts)
  • Knowledgeable in law/court procedures
  • Proficient in maintaining & preparing records/spreadsheets
  • Efficient typing/data entry skills
  • Billing/Invoice procedures
  • Notary Public
  • MS Office proficient
  • Appointment setting
  • Interpreting and carrying out instructions
  • Team Player with positive attitude
  • Multi task oriented
  • Good written and verbal communication
  • Efficient in time management and productivity
  • Able work proficiently/effectively under high stress/emergency situations.
ACCOUNT REPRESENTATIVE, 03/2021 to 05/2022
Aspire TeamHanover, MD,
  • Maintain and balance daily cash and check deposits
  • Contact customers with past due/delinquent accounts and ensure policies will not cancel due to non-payment
  • Process and submit various changes to policies including insurance coverages; billing & payment methods; cancellations; suspensions; additional/assigned/primary drivers
  • Quote new and existing customers with vehicle; renters; and homeowners’ policies by inputting all the necessary data/information including any qualified discounts
  • Execute new policies accordingly and input newly processed sales into a monthly production spreadsheet
  • Maintenance on insurance policies according to underwriting responses/requests for additional information to uphold that all policies met the required criteria
  • Assisting customers with filing insurance claims & assisting throughout the process as needed by claims department, customers, adjusters, and/or repair shops
  • Verify and maintain lienholder and/or mortgagee information on all policies and send out the appropriate binders and collect the necessary premiums
  • Reached out to customers to assess satisfaction levels and current needs.
  • Received and processed client payments, and updated accounts.
  • Reviewed accounts for delinquencies and other ongoing issues.
  • Listened to customer needs to identify and recommend best products and services.
Performance Food GroupHouston, TX,
  • Process purchase orders for materials/supplies through corporate computer system
  • Accurately calculate and compute daily figures into Excel Spreadsheet on Helium Gas Production and Nitrogen Removal on meter systems using various other computer oil/gas software and operators’ reporting
  • Send daily operations summary report to all required individuals
  • Upkeep of vehicle/trailer registrations and insurance for all employees
  • Maintenance and calculation of monthly Excel Reports on gas production
  • Prep and enter Gas Analysis according to proper reporting and updating with SCADA system
  • Troubleshooting various IT issues for employees
  • Prepare and process all the required documents for all newly hired employees and submit to Human Resources accordingly.
  • Tracked and submitted employee timesheets to prepare for payroll processing.
  • Inventoried and ordered supplies for office.
  • Monitored office equipment and scheduled repairs.
  • Responded to client and vendor inquiries via email and telephone, providing updated and accurate information.
  • Managed incoming and outgoing mail, filing and meeting coordination.
  • Organized training, client meetings, team meetings and events.
LEGAL ASSISTANT, 01/2020 to 10/2020
Edp RenovaveisOrefield, PA,
  • Drafted fee agreements
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
  • Handled telephone calls, meeting plans and conference organization requirements.
  • Managed office scheduling and kept accurate notes on deadlines, motions and other dates.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Filed pleadings and paperwork with court clerk to meet strict deadlines.
  • Drafted legal complaints, summonses and interrogatories.
  • Redacted confidential information from legal documents on case-by-case basis.
  • Liaised between attorney and outside counsel, exchanging information.
  • Oversaw legal team appointments, hearings and depositions schedules.
  • Issued subpoenas for obtaining necessary records
  • Generated exhibit notebooks in preparation for trials
  • Conducted potential client interviews and all potential client intake services for initial appointments with attorneys pertaining to family law cases
  • Calendared initial appointments and collected & processed consult fees accordingly
  • Reviewed clients' medical records and ensured attorneys were made aware of certain conditions/issues such as impairments ratings; maximum medical improvement; functional capacity evaluations; and independent medical evaluations
  • Notarized and/or witnessed signing of court documents; wills; etc…
  • Responsible for managing and updating attorneys’ calendars on database which transfers to attorneys’ Smart Phones/Apple Watches
OFFICE ASSISTANT, 10/2019 to 01/2020
Acadia HealthcareCity, State,
  • Set-up consultations with new and referred patients and calendared new consultation appointments with doctor on medical database system
  • Prepared new patient information such as demographics; medical history; and dental/medical insurance information and input into database
  • Noted important medical issues in system for doctor and dental assistants to review prior to consult and/or surgery
  • Verified dental insurance information through insurance websites and/or calling the insurance companies directly
  • Noting co-pays; deductibles; percentages of coverage for all necessary dental procedures; etc..
  • Contacted dental offices daily to get required referral documents; X-rays; PANOs; etc.
  • Uploaded the necessary documents; X-rays; PANOs, medical records into medical database system for review by doctor
  • Faxed new patient questionnaires and reviews to medical review team
  • Updated and kept records of new patient referrals in Excel spreadsheets; called and emailed new patient referrals daily to arrange scheduling of surgeries and consultations
  • Informed dental offices providing the referrals with all recent contact information and progress of their patients that were referred such as consultation and/or surgery dates; follow-up appointments; etc..
  • Made reminder phone calls to patients about their upcoming appointments and provided the necessary instructions for each procedure such as payments due for consults and/or surgeries after insurance deduction; anesthesia procedures for night before; made sure patients provided the necessary medical documents from their health care providers if on blood thinners and/or heart condition prior to surgery
  • Updated patients’ charts according to intake sheets; medical history sheets; and copied all insurance cards and IDs and uploaded copies of all into medical database; verified insurance information was input accurately for billing purposes
  • Made sure patient consent forms were signed and dated in preparation for dental procedure and/or surgeries
  • Processed surgery payments; co-pays; down payments; consultation fees; and patient payments towards outstanding balances owed
  • Noted any medical issues/progress notes that patients may have after surgeries and contacted on-call nurse immediately to contact patients with any issues or emergencies.
Education and Training
Diploma: , Expected in
Goddard High School - Roswell, NM

ENMU-R, Roswell, NM – completed basic courses and various credits

  • Licensed

NM State License# 20026543 for Property, Auto, Casualty, Business, Life & Health Insurance

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School Attended

  • Goddard High School

Job Titles Held:



  • Diploma

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