Thresia Fijo
Insurance Clerk at Pinnacle Insurance- Claim this Profile
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Bio
Experience
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Pinnacle Insurance
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United States
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Insurance
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1 - 100 Employee
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Insurance Clerk
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Sep 2018 - Present
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Pinnacle insurances brokers
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Jamaica
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Insurance
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1 - 100 Employee
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Sale support
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Sep 2018 - Feb 2019
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sale support
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Sep 2018 - Feb 2019
Duties and responsibilities Answers phone call from customer and deals with problem as the arise Follow up with customers to make sure that they are satisfied with the services Arranges appointment with client and sales team Acknowledges customers information for clients Updates all contact information for clients Deals with any customer complaints and resolve the issue as necessary Preparing broker of record ( BOR )
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Administrator
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Oct 2017 - Aug 2018
Register all the new patience and update their details on the DOCMATE software Over all responsibility of clients record To organize and maintain manual and electronic filing system Marketing Maintaining the daily accounts Register all the new patience and update their details on the DOCMATE software Over all responsibility of clients record To organize and maintain manual and electronic filing system Marketing Maintaining the daily accounts
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Account Assistant
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Sep 2009 - Jan 2015
Duties and Responsibilities: Creating an invoice for sales and then entered a journal entry to record the sales Preparing financial documents such as Debit note and credit note Completing purchase orders Assisting the finance department and senior accounting staff members with various tasks, records, and statements Sorting financial documents and posting them to the proper accounts Preparing incentive for the Sales Issuing payment to the Suppliers Show less
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Purchase Officer in FMGC
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Feb 2006 - May 2009
Duties and Responsibilities: Taking and placing order for consumable Proactivity liaising between the supplier and staff to resolve the purchasing issue Accurately maintaining company purchasing data base Issuing purchase order Checking Goods receipt note look out the payment with the Suppliers Duties and Responsibilities: Taking and placing order for consumable Proactivity liaising between the supplier and staff to resolve the purchasing issue Accurately maintaining company purchasing data base Issuing purchase order Checking Goods receipt note look out the payment with the Suppliers
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Education
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Chetana H.S College of Eco & Comm
Bachelor of Commerce - BCom, Business/Commerce, General -
Ensign institute
Medical Insurance Coding Specialist/Coder -
SSI Institute
Advanced MS Office and Computer Fundamental