Valerie Ringo

New Business Coordinator/Medical Records Coordinator at Mercury Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Wilmer, Texas, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Ann Leewright

I worked with Valerie at Clark Consulting in the Human Resources Department. Valerie is very personable to work with. She built relationships with other Clark associates, partnered in recruiting efforts, and managed files and administrative tasks to support the business. I enjoyed working with Valerie.

Dona Bull

I worked with Valerie at Clark Consulting. I found Valerie not only a very good employee but a great person to know as well. She was very well respected among all who worked with her.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • New Business Coordinator/Medical Records Coordinator
      • Aug 2014 - Present
    • Denmark
    • Appliances, Electrical, and Electronics Manufacturing
    • Technical Service Advisor - Intuit Turbo Tax
      • Jan 2014 - Apr 2014

      Handled customer inquires concerning use of program. Trouble shooting errors encountered by customers using the software. Used various databases to provide the most efficient customer resolution. Handled customer inquires concerning use of program. Trouble shooting errors encountered by customers using the software. Used various databases to provide the most efficient customer resolution.

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Administrative Assistant
      • Jun 2013 - Jan 2014

      Handled and routed incoming calls as appropriate. Managed office business on a day-to-day basis. Produced abstract reports for residential and commercial properties. Handled and routed incoming calls as appropriate. Managed office business on a day-to-day basis. Produced abstract reports for residential and commercial properties.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • New Business Analyst
      • Apr 2008 - Feb 2011

      Coordinated new case processing of life insurance for BOLI (Bank Owned Life Insurance) and COLI (Corporate Owned Life Insurance) and LTC (Long Term Care Insurance). Negotiated with carriers and in-house clients to facilitate new business from initial submission through in-force status in a timely manner.Served as a technical adviser to other staff members regarding the process, decreasing of turnaround time by a day and decreasing cost of handling paperwork 25%.Updated and revised all vital reporting regarding in-force policies on various databases to ensure proper reporting of premiums and accurate commission payments.Updated pipeline report and reviewed it with various departments for accuracy. Show less

    • Senior Registration Specialist
      • Aug 2007 - Apr 2008

      Ensured SEC and FINRA regulations were being adherence by Client Service personnel by filing/reviewing background checks, registering personnel for appropriate licensing through FINRA and reporting any discrepancies to the VP/CFO. Maintaining personnel files regarding licensure, investments and outside business activities made by registered representatives. Served in an Administrative Assistant capacity for the VP/CFO and for the Broker Dealer Department:Handled office supplies, reported expenditures (expense reports, supplies, FINRA fees, filing of quarterly reports, etc.), set up meetings, kept calendars, set up new-hires and made travel arrangements.Vetted life insurance policies issued and followed up with appropriate department concerning any missing/inaccurate information.Handled Broker/Dealer files and any ad-hoc projects. Show less

    • Office Assistant - Human Resources Department
      • Apr 2005 - Aug 2007

      Oversaw the day to day operation of the office for two floors. Ordered all office supplies, repaired or updated of physical structure (including copiers and printers), inventory of office furniture, etc. In addition, handled all incoming and outgoing mail and Fed Ex. Processed invoices for postage, FedEx, office supplies, etc.Worked as a substitute receptionist - handled and routed incoming calls as appropriate.Greeted and screened guests coming into the office on business.Assisted in setting up executive meetings. (Booking meeting space, ordering lunch, etc.).Reviewed resumes for various staff openings to pass on to HR Manager and the Department Manager. Show less

Education

  • Northlake Jr College

Community

You need to have a working account to view this content. Click here to join now