Experience

Primerica Financial Services, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Insurance Agent

  • Aug 2017 - Present

  Life license holder. Setting up appointments, filling out applications for clients and following up. Recruiting and training new representatives. Helping people become debt free and financially secured. Exude leadership and development. Analyze financial information obtained from clients to meet clients financial objective. Review client profile to determine life changes and need for policy revision.



Chime Soulutions

• Financial Services
• 1 - 100 Employee

• Customer Service Representative

  • Sep 2017 - Feb 2018

  Answered heavy call volume during Annual Enrollment. Processed annual benefits packages and changes during correction period. Performed a variety of routine and complex benefits administrator duties for over 500 employees. Administered the agency benefit programs which included Medical, Dental, Vision, HSA, HCSA, DCSA Plan, Life Insurance, Disability Insurance and Retirement Plans. Updated employee indicative data for HR database. Counseled participants on benefits eligibility and coverage. Communicated and explained benefit coverage to participants. Researched and processed benefit coverage for Multiple Corporations. Probed and input data to determine dependent eligibility. Followed IRS guidelines, and multitasked accounts with accuracy for client specifics.



Ackerman Security

• United States
• Security and Investigations
• 100 - 200 Employee

• Customer Service Specialist

  • Feb 2017 - Apr 2017

  Answered heavy call volume (outbound and inbound while entering customer information in MATRIX system. Trouble shoot alarm signals with customer, responded to alarm signals, dispatched 911 emergency and followed up with customers. Researched and ensured that payments were posted to correct accounts. Called 40+ customers to identify and resolve alarm issues and Accounts Receivable. Researched billing information and discrepancies in the DICE system. Posted credit card and bank account information for current and future payments daily in the MATRIX system. Issued credit and refunds when necessary, initiated consumer collections on overdue accounts and scheduled service appointments daily.



Time Warner Cable

• Telecommunications
• 700 & Above Employee

• Cable Technician

  • Jan 2016 - May 2016

  Stocked warehouse with cable equipment and merchandise, processed sales, scheduled installations, input data in iPad to update account information and maintain accuracy. Researched customer information, maintained daily installation schedule and monthly reports on quality service. Installed phone, internet and cable service for residential customers, troubleshoot and provided computer technician services after setting up internet service. Managed daily schedule and time management while producing quality installments and investigating unforeseen situations. Monitored cable signals and communication from handheld device for quality service and, communicated with dispatch frequently for all equipment setups and issues.



Miami Dade Fire Rescue Department (Finance Bureau)

• Account Clerk

  • Dec 1999 - Sep 2010

  Provided customer service to callers and assisted walk-in customers with all payments. Tracked and managed all revenue received on a daily basis, and updated deposit information in the ODS and ADPIX systems. Created and maintained spreadsheets and general ledgers to display breakdown on revenue and expenditures. Balanced daily depositis of cash, credit card batch process, wire transfers and journal entries. Analyzed accounts to discover discrepancies and resolved all variances promptly. Developed new infrastructure for both Accounts Receivable and Payable process. Responsible for processing and corresponding with consumers on transport billing and collections. Produced training and seminar presentations on A/R and billing procudures utilizing Power Point. Executed short-term projects regularly utilizing MS Project, assisted with budget planning, prepared and maintained monthly balance sheets in Excel, budget and grants, fiscal year-end-closing and secured all incoming revenue. Posted 350+ payments in the Citrix ODS system. Ran daily batch 600+ outstanding invoices and mailed them using the mail feeder machine. Developed reports to detail aging and past due accounts for senior management. Reconciled past due invoices weekly and reported to supervisor. Matched invoices with delivery tickets, purchase orders and approved signatures for check request and processing. Processed travel reimbursements, mileage, credits and credit card payments.



Miami Dade Fire Rescue Department (Fire Prevention Division)

• Office Support Specialist II

  • Jul 1997 - Dec 1999

  Answered multiple phone lines, scheduled inspections, responded to inspection requests, created burn permits, alarm permits, special event permits and life safety permits. Responsible for opening and sorting mail, corresponding via email and letters and maintaining inventory and supplies. Managed cash, checks and money order payments on a daily basis, reconciled and prepared deposit. Typed up burn permits for events and land clearing. Maintained frequent computer backups and vital documents in paper copies. Monitored false alarms, recorded and documented logs for Emergency Medical Services. Managed memos, policy and procedures manual, appeals board meetings and Fire Investigator reports. Performed administrative duties such as, data management, word processing, special projects, meeting planning, travel planning and office management duties.