Cassandra Voight
Certificate Processor
Santa Rosa,CA
Summary
Processor adept at working quickly and accurately in fast-paced, high-volume environments. Commitment to complying with financial security policies. Proficient in documentation, data entry and file management.
Overview
14
14
years of professional experience
Work History
Processor/Assistant
George Petersen Insurance Agency
Santa Rosa, CA.
07.2019 - Current
- Process new and revised Certificate of Insurance requests, answer incomingquestions from Insured client's via email and phone, manage daily workflow ofaccounts that need renewal Certificates and/or endorsements, follow-up withclients and co-workers as needed, contact carriers for additional information orneeded forms, issue additional Certificates or forms as requested, andupload/attach emails and documentation in Epic program.
Card Services Specialist II
Redwood Credit Union
Santa Rosa, CA.
02.2012 - 01.2019
- Answer high-call and email volume from employees and members, receive andsort daily mail while maintaining strict confidentiality, work closely withmanagement and other departments on projects to streamline processes forefficiency, help maintain internal department page, assist development of Card
- Services training material, balance Cash Advance and general ledgers, processdaily ATM adjustments and disputes, update debit monthly statistics, audit andinput Visa applications, and maintain supplies for department while comparingpricing with multiple vendors as needed.
Member Service Representative
Redwood Credit
Santa Rosa, CA.
06.2009 - 02.2012
- Work in fast-paced environment answering phones, fulfill member inquiries,provide excellent member service, and match products with the member's needs
- On a training team to educate new representatives, and a creative events team tocreate monthly group events and anniversary celebrations for representatives.
The Printer Doctor, Administrative Assistant
Structured Business
Santa Rosa, CA.
11.2007 - 06.2009
- Accounts receivable/payable, answer phones, clerical work, check incomputers/printers, create Word/Excel files, create and send invoices, and workextensively with QuickBooks Premier and Microsoft Office programs.
Education
A.A - Social and Behavioral Sciences
Santa Rosa Junior College
08.2003 - 06.2010
Sonoma State University
01.2007 - 06.2007
Skills
Document management
undefinedTimeline
Processor/Assistant
George Petersen Insurance Agency
07.2019 - Current
Card Services Specialist II
Redwood Credit Union
02.2012 - 01.2019
Member Service Representative
Redwood Credit
06.2009 - 02.2012
The Printer Doctor, Administrative Assistant
Structured Business
11.2007 - 06.2009
Sonoma State University
01.2007 - 06.2007
A.A - Social and Behavioral Sciences
Santa Rosa Junior College
08.2003 - 06.2010
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