Talented office professional who effectively multi-tasks and balances customer needs with company demands. Efficiently builds loyalty and long-term relationships with customers, while consistently reaching sales targets.
9 years of experience with a Fortune 500 company in the Financial Industry
Customer Service. Key strengths include excellent interpersonal,written and verbal communication, conflict resolution, problem solving, and relationship and negotiation skills.
Managed the client base for one of the top performing Financial Representatives in our Region.
Primary responsibility was to help the company get their books in order by performing an internal audit of payables and receivables concentrating primarily on the collection of Aged Receivables from 2001-current
Eliminated unnecessary expenses that were affecting the cash flow of the company
Implemented new payroll system as well as payable and receivable processes
Managed the office and operational staff in Columbus and Orlando to ensure that information was being accounted for correctly
Performed monthly account reconciliation for the business in Columbus and Orlando.
08/2007 to Current
Office ProfessionalJoseph T Reilly, CFP/ Thrivent Financial － Worthington, Ohio
Managed the client base for one of the top performing Financial Representatives in the Ohio and Northern Pennsylvania Region.
Created and implemented Office Professional procedures in our office making our business model one that our Managing Partner
01/2004 to 06/2007
Risk ManagerVillage Communities Real Estate Inc － Westerville, Ohio
Effectively managed the insurance process for the company by identifying, qualifying and quantifying the insurance risk.
Implemented processes company wide to improve the communication and management of the insurance risk.
Created and maintained a Statement of Values spreadsheet that broke down every aspect of the business to accurately reflect a snapshot of the insurance risk at any given time.
Reviewed incoming certificates of liability and property to ensure the policies met contract/ lease requirements as well as our policy requirements.
Responsible for the bidding and/ or renewal process annually saving the company approximately $800,000 in premiums from 2005-2006.
Reduced the renewal premiums by 5-10% for the upcoming 2007-2008 policy term.
Managed employee incident reports, workers compensation and unemployment claims.
Experienced in numerous audits (including but not limited to: BWC, Water Contracts, Sewer Taps, Condominium and Homeowner Associations, etc.) Handled the personal insurance policies for the owners of the company.
Communicated with outside vendors and insurance agents strengthening the business relationships.