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covid 19 vaccination information csr resume example with 1+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Skill Level Profile An executive level business professional with several years of direct experience and a college education in areas of: office Accounting - Human Resources Retirement plan compliance administration- Business Management - Operations Management - Training and Development - knowledge of Fair Employment Act Regulations - IRS/ASSPA regulations - Corporate Business tax filing – Business planning analysis - Group speaking - Clearly communicating - Data Entry and Report evaluation.

Personable and dedicated Customer Service Representative with extensive experience in Multi field-industries. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Skills
  • Reviewed data census reports, plan document analysis, annual testing reports of plan year compliance results/ actions, pre calculation of employer required fund contribution spreadsheets.
  • Identifying plan discrepancies, such as document errors, contribution matches, vesting accuracy.
  • Ensure compliance per plan document, and IRS, ASSPA requirements.
  • Calculation and allocation of annual employer contributions (including New Comparability Plans).
  • Vesting determination and application processing and approvals.
  • Preparation of annual valuation reports, filing Tax Extensions and Corporate Tax filing.
  • Managing clients deposits, contributions and payroll file submittals.
  • Processing new/eligible plan enrollment applicants
  • Processing, QDROs, Qualified, hardship, Rollover procedures, Benefit loan applications
  • Fair Labor Standards, OSHA, or any current state changes in government policies.
  • Contract Review and Recommendations, Planning and Implementation
  • Accounts Payable and Receivable, General Ledger, Internal Controls and Audits, Payroll Processing, Invoicing and Billing, Bookkeeping Principles
  • Verbal and Written Communication
  • Income Projections, Cash Management
  • Critical Thinking, Analytical Thinking
  • Risk Assessment, Investment Analysis, Quantitative Analysis, compliance Reporting
  • Organization, Interpersonal Communication, Time Management, Problem-Solving
  • Quickbooks, Microsoft Office Suite, 2019 Excel, Access, Outlook, ADP Workforce Now
  • Employee Data Record Keeping
  • Company Policies and Procedures
  • Human Resources Operations
  • Compensation and Benefits Administration
Experience
Covid 19 Vaccination & Information CSR, 01/2021 - 05/2021
Bank Of Blue Valley Cottage Grove, MN,
  • Daily tasks conducted could range from basic Covid-19 Vaccination Tier approvals and scheduling appointments for general public, and Essential workforce, to completing and booking In-Home vaccination services, or completing the correct forms to set up scheduling for transportation arrangements for disabled persons that require pickup and drop offs for patients using Call A Car services
  • Following a script was required, as information was constantly changing during the initial roll out of the Covid-19 vaccinations
  • Counseled and made recommendations to patients, caregivers and families about communicative strategies and devices.
  • Reqular call monitoring occurred, I always scored 100% on my calls
  • I worked several different lines including, the Inbound and Outbound Information line call centers, out bound call backs for scheduling transportation services and Vaccination Information Line
  • Working primarily alongside all Emergency Service employees using Amazon Workfoce Teams, I assured to keep constant communication with my team as well as Managers, reporting any new research topics updated etc
  • Due to constantly changing eligibility tiers, I was chosen to be a script reviewer, because of the constant information changes, the script needed constant revision and editing.
  • Acted as site liaison to promote proper hygiene, social distancing and other preventive practices.
  • Distributed COVID-19 FAQ and educational material with daily status updates to increase awareness.
  • Adhered to industry best practices, safety protocols and company policies.
  • Collaborated with healthcare teams to determine needs and support daily objectives.
  • Assessed workplace locations to guarantee accommodations met needs of clients with handicaps or disabilities.
Retirement Plan Specialist, 12/2016 - 03/2017
Bridge Bancorp, Inc. New York, NY,

Maintaining contact with vendors to ensure accuracy of benefit plan data.
Explaining changes in benefits to employees, helping them to understand their options.
Processing claims on behalf of clients, including reviewing documentation to ensure that it meets all requirements.
Employee management and administration - Compliance testing Created employer contribution calculation spreadsheets - Communicated Safe Harbor Reporting requirement reporting – Calculated employee vesting - Processed received hardship, loan, RMD, QDRO Applications - Completed Corporate tax forms and extensions filing - Completed Client ADP/ ACP third party compliance testing - Reviewed plans document - Reported to Trustee all required plan reports - Analyzed employee contribution deposits – Reported payroll Files and Posted deposits confirming match accuracy.
Applied consultative approach to collect information on customer service, account and technical concerns.
Fostered new business while servicing over [Number] existing client accounts.
Researched and corrected customer issues in areas such as plan benefits, coverage eligibility and claims processes.
Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Prioritized and organized tasks to efficiently accomplish service goals.
Juggled multiple projects and tasks to ensure high quality and timely delivery.
Oversaw enrollment of new employees and company-wide yearly enrollment period.
Provided assistance to plan participants by explaining benefits information to ensure educated selections.
Communicated effectively via email, phone and face-to-face with plan participants to resolve issues pertaining to health and welfare benefits.
Checked accuracy and completeness of benefits applications and documents.
Assisted with audits by preparing accounts and providing information.
Reviewed employee enrollments to verify accuracy, inputting information into company database.
Kept operations in compliance with requirements by applying knowledge of applicable regulations, legal statutes and tax code information.
Mastered state and Federal benefit laws Including ERISA, FMLA, COBRA, HIPPA and 401k administration.
Collected and compiled HR data and statistics and made process improvement recommendations.
Coordinated benefits processing, including enrollments, terminations and claims.
Responded to requests for information with open and knowledgeable support to foster interest in available plans.
Organized paperwork and checked individual pages for accuracy and completeness.
Developed and strengthened relationships with area companies.
Evaluated efficiency and value of current benefit programs and made recommendations for improvement.
Fostered new business while servicing over 40 existing client accounts.
Took inbound calls from established customers to assist with compliance of plan, deposits, or contribution issues.

Accounting Operations Manager, 04/2016 - 12/2016
Paul Mitchell The School Of Fresno City, STATE,
  • Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
  • Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Oversaw cash flow, controlled costs and financial matters.
  • Produced accurate and compliant financial statements, reports, documentation and budget frameworks.
  • Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
  • Developed and implemented departmental accounting policies, procedures and processes to establish and standardize accounting best practices.
  • Managed payroll processing and changes for 35 employees.
  • Planned, directed and monitored regulatory operations, tax reporting and audit compliance.
  • Delivered actionable recommendations to enhance strategic direction and day-to-day accounting operations.
  • Reviewed and approved contracts, expenditures and purchase orders.
  • Evaluated and approved contracts, proposals and purchase orders.
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
  • Managed scheduling, training and inventory control.
  • Implemented policies and standard operating procedures and managed quality, customer service and logistics.
  • Developed initiatives for process improvement and reviewed and assessed ongoing operations.
  • Oversaw financial management, budget management, accounting and payroll activities.
  • Contributed to proposal and contract development, negotiations and meetings.
  • Collaborated with board of directors to determine mission and values and plan for short and long-term goals.
  • Supported accident investigations and prepared related paperwork.
  • Responded to information requests from superiors, providing specific documentation.
  • Analyzed and controlled materials, supplies and equipment operational expenses.
  • Crafted operations best practices using audits and project management team feedback.
  • Enforced federal, state, local and company rules for safety and operations.
  • Controlled departmental facilities use and approved requests for repairs or improvements.
  • Reviewed daily financial reports and reconciled accounts to keep information current and accurate.
  • Processed and sent invoices, adjustments and credit memos to customers.
  • Performed data import, scanning or manual keying processes to verify invoice accuracy.
  • Investigated and resolved issues to maintain billing accuracy.
  • Recorded amounts due for items purchased or services rendered by preparing statements, bills or invoices.
  • Developed database systems to track billing and adjust claims.
  • Onboarded new employees in time reporting and payroll systems.
  • Voided checks and issued stop payment orders to correct payroll discrepancies.
  • Collaborated with employees and supervisors to immediately resolve discrepancies in timesheets.
  • Maintained and updated database for invoicing and accounting reconciliation.
  • Adhered to department policies and procedures for successful internal and external audits.
  • Leveraged payroll processing system to track and input tax, wage and personnel information.
  • Oversaw payroll processing to comply with tax laws and court-ordered wage assignments and garnishments.
  • Employed external payroll provider to automate semi-monthly payroll for 35 employees.
  • Researched and resolved employee payroll questions and issues via email, phone and in person.
  • Received and posted payments to loan accounts.
  • Gave workshop and other group presentations to inform students of options and educate on financial aid process.
  • Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
  • Monitored office supply use and stock levels and placed replenishment orders.
  • Developed organizational filing systems for confidential customer records and reports.
  • Organized training materials and user manuals to promote onboarding sessions.
  • Supervised invoice creation and submission to enable prompt and efficient customer billing.
  • Tracked usage of student cosmetology kits and book supplies and placed orders to maintain inventory levels.
  • Documented office procedures and processes into hard copy manuals for administrative personnel use.
Education and Training
Business Administration Degree: , Expected in 04/2016
-
UEI College - Fresno Ca,
GPA:
Status -
ServSafe – California Food Handler Certificate: Business Administration, Expected in 01/2011
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San Joaquin Valley College - ,
GPA:
Status -
GED Diploma: , Expected in 01/2007
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Caesar Chavez Adult School - ,
GPA:
Status -
: , Expected in
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San Joaquin Valley College - Fresno, CA,
GPA:
Status -
Websites, Portfolios, Profiles
  • www.linkedin.com/in/Jessica-Claire-91b43774

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Resume Overview

School Attended

  • UEI College
  • San Joaquin Valley College
  • Caesar Chavez Adult School
  • San Joaquin Valley College

Job Titles Held:

  • Covid 19 Vaccination & Information CSR
  • Retirement Plan Specialist
  • Accounting Operations Manager

Degrees

  • Business Administration Degree
  • ServSafe – California Food Handler Certificate
  • GED Diploma
  • Some College (No Degree)

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