Client Success Manager

• Aug 2023 - Present

Accounts Receivable Specialist 2

• Jan 2023 - Aug 2023

Accounts Receivable Specialist

• Dec 2021 - Mar 2023

• Promoted to Accounts Receivable Specialist II less than 12 months for exceptional client relations and leadership skills.• Work collaboratively internally with sales, business unit leaders, IT, legal, and executives and externally with customers' AP departments, customer contacts, and third-party payers.• Review and interpret client contracts to ensure accuracy of invoicing and create billing templates for assigned line of businesses.• Work independently as well as on a team in a fast-paced and high-volume environment.• Review, audit and generate bi-weekly and monthly customer invoices/returns for 1-2 lines of business; invoice adjustments. • Answer customer inquiries via phone or email, resolve customer issues, and provide reliable customer service.• Perform collection efforts via phone or email, generate monthly statements, request payment status, and reconcile customer accounts against General Ledger. Show less

Assistant to Financial Advisor

• Sep 2020 - Jan 2023

Provided excellent administrative support for Financial Representative such as managed calendars, meetings, created meeting materials, distributed agendas and reminders. Open, help manage and grow a $10 million investment portfolio ensuring all accounts were accurate Upheld excellent organization with notes, processing correspondence and maintaining client case files. Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements. Communicate with our home office and fund families to supply or obtain information. Complete and review insurance applications, conversions, policy changes, brokerage or advisory accounts for completeness and accuracy. Work closely with clients to arrange medical, paramedical and any exams necessary for underwriting. Show less

Substitute Teacher Assistant

• Nov 2017 - Nov 2021

Provide individual or small group instruction under the teacher's supervision. Accompany students and provide academic and/or behavioral support in inclusion settings. Communicate with students at the student's level and according to the needs of the student. Demonstrate a positive attitude toward students. Followed through on behavioral programs including individual behavior intervention plans and crisis plans, including but not limited to: reinforcement, non-violent crisis intervention, data collection, modeling, and physical management. Show less

Assistant Store Manager

• May 2008 - Jan 2010

Sourced, vetted and employees which included a sales team and back office. Assisted with financial/sales audits and inventories to protect the store from internal and external shortage. Assisted with managing payroll and store scheduling within established guidelines to ensure proper coverage based on business needs. Assisted with day-to-day management of the store, including being responsible for all daily operations of the store. Drove visual standards and a positive in-store experience. Ensured Loss Prevention policies and procedures were followed. Show less