Ana G. Beatty
Houston,Tx
Summary
I am a professional, loyal and dependable individual who can successfully complete any given project in a timely manner. I have ambition to succeed in any given environment; I enjoy learning and always up to a challenge in any situation. I get along well with others and can work efficiently on my own with little to no supervision. I am seeking a position where I can utilize my past professional experiences, develop and excel.
Overview
27
27
years of professional experience
Work History
Office Associate
Remedy Roofing
Houston, TX
01.2016 - Current
- Promptly answered daily incoming calls and ensured to screen callers.
- Filled out and reviewed the lead sheets with attention to detail for every prospect.
- Meticulously input Labor Orders using Acculynx System and ensuring information was sent to sub-contractors.
- Professionally communicated and coordinated all actions with Sales Representatives and sub-contractors.
- Efficiently scheduled sub-contractors out to approved jobs with new businesses and warranties.
- Addressed calls that required meticulous attention to detail and ensure they were tracked in the Acculynx System.
- Received invoices from sub-contractors and ensured they were approved and submitted in a timely manner.
- Responsible for scanning, faxing, e-mailing documents out and reviewing all incoming emails promptly.
- Contacted outside vendors such as plumbers, electricians, and pool service providers to schedule accordingly with homeowners.
- Ensured every invoice was scanned into the Acculynx system and the job schedule was updated with exponential coordination.
- Cross-trained with CSR/Administrators with at every opportune time, as well as entered GAF & Certainteed Warranties.
Cantu Insurance Agency, Inc
Houston, TX
04.2013 - 03.2016
- Administrative Assistant to Insurance Agents. Required interaction with customers in person or by phone
- Ensure that appropriate changes are made to customers policies
- Confer with customers by telephone or in person in order to provide information about products and services; estimates, cancel policies, obtain details of complaints.
- Contact customers in order to respond to inquiries or to notify them of claim investigation results and any planned adjustments.
- Collect payments over the phone or in person
- Resolve customers service or billing complaints by performing activities such as refunding money, and adjusting billing
- Solicit sale of new or additional services or products
- Heavy phones, filing, labels, sending out thank you cards, appointment reminders, scheduling agent appointments
First United Methodist Church
Houston, TX
07.2005 - 07.2012
- Administrative Assistant to Associate Pastor of Congregational Care. Required interaction with multicultural congregation in hospital visitation, visitors and weekly coordination with numerous classes, small groups and individuals
- Scheduled appointments
- Handled incoming calls for Pastor and other Administrative Assistants
- Helpline Assistant Coordinator
- Coordinate and schedule front office volunteers
- Ordered office supplies for the copy machines, faxes and printers
- Recorded weekly class/events attendance records
- Oversee and coordinate catering needs for meetings
- Consolidated receipts with invoices for vendors
- Provide support for JOY Ministry Director, Women’s Ministry Director and Facility Manager when needed
United Healthcare of Texas
Houston, TX
12.1998 - 03.2005
- Administrative Assistant to Sales Executives
- Ensuring all assistants are current with assigned accounts
- Review and finalize weekly case status reports to Vice President of Sales
- Complete and process new business for underwriting and case installation
- Daily sales report duties consisting of faxing, copying, filing, scanning, and entering data
- Conduct bi-lingual enrollment meetings
- Assist the implementation department with new business
- Incoming calls from member and provider service assisting with benefit verification and eligibility
- Claims issues, as well as documenting all issues until resolution
- Processing appeals, complaints and grievances
- Ordering Medical Records upon request and assisting Spanish-speaking members
Education
Houston Community College
Houston, TXLimited Lines License - undefined
Houston, TX04.2016
Certificate of Completion - undefined
Skill Path Seminars
Houston, TX01.2012
Certificate of Completion - undefined
CVSI Computes
Houston, TX09.1989
High School Diploma - undefined
Robert E. Lee High School
Houston, TX06.1989
Skills
- Typing speed
- Scheduling coordination
- Prioritization
ACTIVITIES
Member of First United Methodist Church Volunteer for Youth Ministries
SUMMARY OF QUALIFICATIONS
- Thirty-Three years’ experience Customer Service
- Excellent interpersonal and communication skills
- Proficiency using Microsoft Office (Word, Excel)
- Fluent Spanish
Section name
Reference Letter’s available upon request
Languages
Spanish
Native or Bilingual
Timeline
Office Associate
Remedy Roofing
01.2016 - Current
Cantu Insurance Agency, Inc
04.2013 - 03.2016
First United Methodist Church
07.2005 - 07.2012
United Healthcare of Texas
12.1998 - 03.2005
Limited Lines License - undefined
Certificate of Completion - undefined
Skill Path Seminars
Certificate of Completion - undefined
CVSI Computes
High School Diploma - undefined
Robert E. Lee High School
Houston Community College