Distribution Services Coordinator Resume Profile
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Dear Human Resources,
- Hello, my name is Johnathan Colton. I'm writing in response to your current openings. I have over seven years of customer service and technical insurance experience, and although I do not have the bachelor's degree you're looking for, I have strong technical skills and proficiency in many areas you are looking for. I am consistently motivated to improve my professional abilities and believe your current opening offers that opportunity.
- The skills that I would bring into the position are the following: Ability to follow procedures and/or policies of the state insurance departments The ability to interact well with co-workers, clients, and other external customers on a daily basis promoting a positive environment Flexible and prioritized when a situation at hand becomes urgent Strong leadership skills Strong ability to identify and resolve complex issues Mature and trustworthy Excellent oral and written communication skills Experience working with state insurance departments Experience working with licensing and it's legal aspects
- Many years of experience with customer relations and service
- Experience working with accounting systems Oracle Financial and JD Edwards
- Experience reconciling billings and developing spreadsheets
Project management experience
- I'd like the opportunity to tell you more about my work experience and how my skill set could contribute to the successful day-to-day running of your company. I'd be happy to supply strong references at your request.
- QUALIFICATIONS I am a hard working self-motivated individual with plenty of experience in working with the public. I have excellent customer service skills and years of insurance technical and customer service experience. I was a licensed agent with the state of Iowa for six years in property casualty. I have excellent problem solving and research experience from my current employment, and I have well-rounded abilities that would be helpful to the company.
Confidential
Distribution Services Coordinator
- Prepare various reports as requested. Runs reports and pays all company agents weekly.
- Follows established procedures in file maintenance to ensure the timely payment of commissions, bonuses, finance plans, and other contract allowances.
- Charges to the agents' accounts, different types of agents' reimbursements, entering and adjusting complex commission information, processing a variety of manual adjustments, and other miscellaneous processing to ensure commissions are paid accurately and in a timely manner.
- Monitors agent account balances to ensure debit balances are handled appropriately.
- Answer agent inquiries concerning commission and maintain agent charge back and offset to future commissions.
- Handles daily inbound call volume and responds to customers appropriately within approved standards.
- To provide the customer service necessary to support the recruitment, contracting/licensing and all the facets of compensation for the various distribution systems.
- Activities encompass many diverse and unrelated functions, which include the establishment and maintenance of all agents' data for accurate and timely compensation payments
- Follows established procedures to ensure the timely payment of commissions, bonuses, finance plans and other contract allowances.
- Handles daily inbound call volume and responds to customers appropriately within approved standards.
- Handles daily inbound e-mail volumes and responds to customers appropriately within approved standards
Confidential
Compensation Specialist I/ Licensing and Contracting Specialist II/Service Solution Specialist I
- Ensures accurate accounting records in the payment of agent commissions
- Apply accepted procedures to the preparation and maintenance of accounting and other records, and prepare financial statistical, and/or technical reports.
- Verify and adjust agent commission statements.
- Answer agent inquiries concerning commission and maintain agent charge back and offset to future commissions.
- Facilitate the handling of commission checks and charge backs. Prepare daily and monthly reconciliations of general ledger accounts.
- Assist in preparation of 1099's for agents.
- Prepare various reports as requested. Runs reports and pays all company agents weekly.
- Follows established procedures in file maintenance to ensure the timely payment of commissions, bonuses, finance plans, and other contract allowances.
- Charges to the agents' accounts, different types of agents' reimbursements, entering and adjusting complex commission information, processing a variety of manual adjustments, and other miscellaneous processing to ensure commissions are paid accurately and in a timely manner.
- Monitors agent account balances to ensure debit balances are handled appropriately. Resolution may require compromise and approval by working with the General Agent, Agency Services Manager, and/or Sales Officers.
- Updates special agreements and keeps management informed of new and
- existing manual processes being performed.
- Pays and reconciles all invoices from vendors and state insurance departments.
- Prepare check requests concerning licensing of insurance and non-insurance entities, filings and exam fees and other departmental expenses.
- Keeps current on state statues and legislation as required.
- Handles general appointment related compliance issues.
- Handles daily inbound call volume and responds to customers appropriately within approved standards.
- Project manages appointment related compliance concerns for agents. Makes all journal entries for payments sent to vendors, states, and other related administrative billings.
- Maintains agent contracts by processing moderate to complex contract changes, reinstatements, transfers and terminations. Performs other related licensing/contracting duties as needed. Confidential
Confidential
- Sr. Licensing Contracting Technician Reviews and processes applications, contracts, renewals and cancellations for agent/broker licenses.
- Implements customary changes in insurance licensing requirements based on changes in laws, regulations, or company policies.
- Examines contracts to make sure they maintain their legal intent and are properly endorsed within state statues.
- Maintains databases and related background information and files for assigned states, operation, and/or distribution channel.
- Updates and distributes licensing/appointment requirements and procedures manuals. Advises employees, agents, and/or brokers with licensing by providing information on the licensing requirements and process, furnishing materials, and submitting forms and fees to state department of insurance and/or other regulatory agencies.
- Assist in reviewing, analyzing and interpreting licensing laws, and regulations. Acts as a liaison between licensing and internal customers in regard to license and contracting issues and makes sure they are resolved quickly and efficiently. Confidential
- Answers questions and provides explanations regarding service requests and coverage for auto and/or fire home, dwelling/fire, umbrella, and boat policies , limits and deductibles taking into consideration customer needs as well as company guidelines. Determines and enters rating information into systems. Provides quotation and bind coverage within prescribed limits.
- Requests necessary forms and follows-up on receipt of training documents issues conditional contact/binder within authority.
- Follows-up for necessary documents and payments in order to process customer requests.
- Obtains and maintains current understanding and proficiency in service techniques and product offerings keeping up to date with market conditions and competitors and systems enhancements.
- Coverage counseling to customers to provide the best customer service.
- Continues education as required by the state. Confidential
- Route salesperson Assists in selling and delivering water products to customer's homes and places of business every day.
- Moves water products from delivery truck to customer's desired locations. Follows guidelines of Good Sales Practices, such as but not limited to displaying products, calling on all customers, following up on missed/not at home customers, and professional demeanor.
- Assists in seeking out and establishing new customers for the route system in the assigned areas. Makes sales presentations to prospective customers. Informs customer s of new products, promotional products and special services.
- Addresses services complaints and works to resolve them. Coordinates and communicates customer complaints and possible resolutions to management in a
- timely manner.
- Conducts daily safety inspections and safe operation of the commercial
- motor vehicle, as required by regulation and company policy and Federal DOT compliance compliance to state and federal traffic laws required.
- Files daily sales reports and completes all paperwork, and hand-held computer preparation for the next day in accordance with corporate procedures.
- Accounts for and turns in all forms of payment collected each working day at the designed depository in accordance with corporate procedures. Confidential
- Production I Before being promoted to the production facility, I was a truck loader at the company's warehouse facility. In the warehouse facility, I operated a forklift to load and unload daily route trucks. My hard work in that area got me promoted to the production facility. In the production facility, I operated bottling machinery. I was responsible for loading and unloading of product, and packing products for bottling, and quality control of products bottled on the line. Confidential
- Library Clerk/ Van Driver Learned various skills related to customer service.
- Daily I drove the Rosie Mobile Storyteller van with library materials to daycares, schools, retirement homes and community centers.
- Each day I was responsible for checking out materials for each facility I visited on the library computer system. This task also included tracking materials and charging or collecting fines.
- Other related duties I performed were set up of projector for movies at each facility, collection of materials on loan from the library, retrieval of related materials for story times, re-shelving of materials when in the library, use of numerous library equipment, research for related projects and customer service to library patrons.