Results-driven sales agent with a proven ability to build and nurture strong client relationships. Skilled in effective communication and empathetic understanding, enabling persuasive interactions. Technical expertise and unwavering commitment to ethical practices enhance my focus on achieving desired outcomes.
Overview
21
21
years of professional experience
Work History
Licensed Life Insurance Agent-Contractor
The Unitrust Agency
08.2024 - Current
Stayed up-to-date with industry trends, regulations, and product knowledge to provide accurate information to clients
Generated new business by prospecting and cold calling potential clients
Provided personalized insurance solutions to clients based on their individual needs and financial goals
Built strong relationships with clients through regular communication and follow-up, ensuring high customer satisfaction rates
Administrative Assistant-Contractor
Belliard's Transportation Service
02.2020 - Current
Process bi-weekly payroll, prepare daily invoices for individual student's routes based upon daily per diem, prepare bid specification's to routes in need of corporate bonds, Reconcile drivers credit card statements
Request criminal background checks from State of New Jersey Child Protection Agency, maintain clear and transparent communication with Millville Board of Education Administration Office, Daily correspond
B2B correspondence by email and phone inquiries to Millville Board Education, Process and review drivers' daily sheet and logging mileage report
Facilitated communication between different departments within the organization
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
AP/AR/ Specialist
Pandrol USA
11.2016 - 01.2020
Researched and resolved payment discrepancies both AP/AR
Reviewed aging reports accounts that were over the credit limit and delinquent, Planned and coordinated with other departments to ensure accurate billing, daily opened100 AP invoices- and scanned in bills via email as well as mail to into Docuware, analyzed customer accounts for missing invoices and misapplied payments, received bills and payment files from ORRISS EDI and posted to customer's account, daily invoiced average of75 invoices to customer accounts and issued B2B invoices
Emailed/mailed invoice and statement copies to AP/ AR customers
Responsible for paying Sales tax in8 states monthly, quarterly, and yearly
Lead Customer Service Rep
Woodruff Energy LLC
05.2014 - 03.2016
Contacted customers in relation to credit inquiries, billing discrepancies, collections and claims for refunds, Assisted with complaints regarding meter reading issues, or missing bills through EDI, Prepared, maintained, and reviewed aging reports for delinquent and problem accounts, Identified delinquent accounts, and prioritized collection activities based upon customer history, Provided salesmen with the contractual cost of delivering gas to utility's designated gate for daily bids, Created monthly commission report for12 energy sales companies, Analyzed customer accounts for missing invoices and misapplied payments, Posted cash to the general ledger, Received EDI payment files from utilities website and posted payments to Commercial and Residential Customer, Issued customer and B2B invoices, Emailed/mailed invoice and statement copies, Processed vendor invoices and payments, maintained accurate filing, updated daily rate changes based upon NYMEX and NY Stock Exchange index pricing and communicate rate changes through EDI to each utility, Generated usage and cost analysis reports for future bids and existing customers
Facility Coordinator / Lead Sales Rep.
Modern Gas Company
09.2003 - 01.2014
Handled customer inquiries about pricing, payment arrangements, and would call requests for gas; Updated changes in customer daily usage for accurate forecasting of an average of 250 deliveries per day
Prepared and evaluated credit applications based upon credit history
Prepared, maintained, and reviewed aging reports for delinquent and problem accounts, identified delinquent accounts, and prioritized collection activities based upon customer history, called customers and set up payment arrangements for outstanding receivables
Researched missed payments and misapplied payments
Prepared shut off for delinquent customers, Reduced account receivables from14% to3%
Matched batched and coded Invoices
Issued customer and B2B invoices, Prepared and evaluated credit applications based on credit report, Processed vendor invoices and payments, Reconciled vendor statements, assisted in month end close process, Created internal memos, correspondence and scheduled meetings
Set up commercial and residential accounts in compliance with Sarbanes-Oxley Act