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New Business Coordinator Resume

Seattle, WA

SUMMARY:

  • Offers over eighteen years of professional work experience with emphasis on:
  • Customer Service Quality Assurance Financial Reporting
  • Contracting Accounts Receivable/Payable Trainer

SOFTWARE KNOWLEDGE:

Microsoft Office: Windows, Word, Excel, Outlook, Access, PowerPoint, Macintosh OS 9.1/10

WORK EXPERIENCE:

Confidential

New Business Coordinator, Seattle, WA

Responsibilities:

  • Acts as a liaison between the agency and home office for agent & broker new business, including Life, Disability and Long Term Care products.
  • Ensures accuracy of applications, communicates with underwriters, reports premiums and creates policies.
  • Contracts all Career Agents, Brokers and Broker Corporations, provides insurance licensing support & guidance.
  • Completes all Non - Registered Fingerprinting process for employees and orders background reports.

Confidential

Executive Assistant, Seattle, WA

Responsibilities:

  • Management Assistant to the Owner & General Agent, serving as liaison to 60+ Financial Service Associates in Seattle, Washington, Idaho, Alaska and Montana.
  • Maintained and coordinated communications, production reports, CEO calendar, travel arrangements and seminars.
  • Assisted with creation and implementation of marketing directives and sales campaigns.
  • Agency Event Planning Coordinator for all company functions.

Confidential, Seattle, WA

Responsibilities:

  • Managed Commercial and Federal Government insurance plans. Liaison to the Health Care Financing Administration ( Confidential ) for the eligibility administration of the
  • Medicare + Choice Plan. Primary eligibility contact for Boeing. Coordinator to all other departments disseminating, communicating and training current and new employees in policies and procedures.

Confidential

Service Office Mgr./Service Coordinator, Seattle, WA

Responsibilities:

  • Supported management and technicians for fire alarm company.
  • Accounts Payable and Accounts Receivable coordinator.
  • Completed expense reports, monthly reports and forecasts. ISO-9002 Quality Assurance Representative including the creation of internal standard operating procedures.
  • Scheduled and dispatched all categories of field office personnel.
  • Completed one year apprenticeship for Washington State Electricians Certificate.

Confidential

Recovery Savings Analyst, Seattle, WA

Responsibilities:

  • Resolved overpayment recovery cases for the Data Match project created in conjunction with the Internal Revenue Service/Social Security
  • Administration/Health Care Financing Administration.
  • Drafted a detailed manual utilized in the training of new analysts.
  • Trained all new employees and performed Quality Assurance functions.
  • Validated office monthly Financial Reports.

Confidential

Recovery Savings Analyst, Columbia, SC

Responsibilities:

  • Maintained primary insurance coverage information on Confidential national system.
  • Provided education to beneficiaries regarding the explanation of Medicare Secondary Payer guidelines.
  • Created and tracked beneficiary installment payment plans.
  • Deposited checks, logged payments and completed daily check log report.

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