Naomy Garcia
Accounts Receivable Associate at SOUTHWEST DEALER SERVICES, INC. IRVINE- Claim this Profile
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Bio
Credentials
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How to Create a Life of Meaning and Purpose
LinkedIn LearningNov, 2022- Oct, 2024 -
Insurance Agent, Property & Casualty
California Department of InsuranceOct, 2018- Oct, 2024
Experience
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SOUTHWEST DEALER SERVICES, INC. IRVINE
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United States
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Software Development
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1 - 100 Employee
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Accounts Receivable Associate
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Aug 2022 - Present
As an accounts receivable associate, my job duties consisted of creating daily invoices by state and dealership number in excel spreadsheets. All information is carefully reviewed and sorted depending on the client’s requests. I am also responsible for processing cancellations, creating credit memos, and running analysis reports on machines we use for our daily transactions. In addition, ensure credit card logs are updated, receipts are provided in every transaction, and return warehouse inventory. Finally, during month-end, processing revenue verifications for our general ledger team to ensure all charges are accurate based on current pricing and avoid any discrepancies. Show less
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SouthWest Dealer Services
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United States
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Software Development
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1 - 100 Employee
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Claims Representative
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Oct 2019 - Present
Major responsibilities consist of creating an accurate assessment and review of claims for settlement resolution. This involves creating payments, contacting vendors, and recording transactions as a reconciliation report for all claims monthly. My accomplishment within this department was creating a new, simplified system that creates claims organization and faster settlement resolutions. I am currently in charge of this department and processing over 100 claims daily while retaining a satisfactory loss ratio. Show less
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Allstate
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United States
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Real Estate
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Customer Service Representative
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Dec 2018 - Oct 2019
As sales support, the significant role in this position is to assist customers with changes in creating new quotes for any endorsements made on their insurance policies such as adding/removing vehicles or drivers, change of address, collecting payments, and uploading supporting documents for underwriting purposes. I was also responsible in completing policy reinstatements, cancellations, and new policies. As sales support, the significant role in this position is to assist customers with changes in creating new quotes for any endorsements made on their insurance policies such as adding/removing vehicles or drivers, change of address, collecting payments, and uploading supporting documents for underwriting purposes. I was also responsible in completing policy reinstatements, cancellations, and new policies.
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Fred Loya Insurance Agency
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United States
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Insurance
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500 - 600 Employee
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Insurance Agent
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Jan 2017 - Aug 2018
The key role in this position was to generate new sales and assist customers with new rates, payment options, policy renewals, endorsements. As a field underwriter, I was responsible for obtaining all supporting documentation required for new policies or reinstatements according to company guidelines. During my position, my office had zero errors for 6 consecutive months with the lowest cancellation rate within the Orange County division. Additionally, administrative tasks of processing daily reconciliation reports and bank deposits were completed by the end of each day. Show less
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Education
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2021 - 2023
Fullerton College
Associate of Science - AS, Marketing/Marketing Management, General
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