Account Representative resume example with 2+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
Summary
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.
Experience
ACCOUNT REPRESENTATIVE, 03/2021 to 05/2022 Aspire Team – Hanover, 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.
ADMINISTRATIVE ASSISTANT, 10/2020 to 03/2021 Performance Food Group – Houston, 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 Renovaveis – Orefield, 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 Healthcare – City, 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 GPA:
ENMU-R, Roswell, NM – completed basic courses and various credits
Certifications
Licensed
NM State License# 20026543 for Property, Auto, Casualty, Business, Life & Health Insurance
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