Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Cynthia Morales

Midlothian

Summary

Methodical Accounting Assistant recognized for high productivity and efficient task completion. Specialize in financial reconciliation, ledger maintenance, and accounts payable/receivable management. Excel in time management, problem-solving, and communication skills, ensuring smooth and effective support in financial operations.

Insurance Agent.

Skilled insurance agent with a focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.

Overview

10
10
years of professional experience

Work History

Licensed Insurance Agent

Allstate Corp
Midlothian
06.2023 - Current
  • Evaluated client needs to recommend suitable insurance policies and coverage options.
  • Assisted clients in understanding insurance products and claims procedures.
  • Processed policy applications and efficiently managed client accounts.
  • Responded promptly to inquiries via phone calls or emails with professionalism.
  • Developed strong client relationships to drive satisfaction and retention.
  • Identified cross-selling opportunities for additional policies to existing customers.
  • Upsold products to policyholders and potential clients, enhancing revenue streams.
  • Conducted routine follow-up calls to assess satisfaction with services and products.

Accounting Clerk and Credit

Southern Champion Tray
Mansfield
02.2016 - 04.2023
  • Accounts Payable and Accounts Receivable.
  • Assisted in monthly reconciliations to ensure financial accuracy.
  • Maintained accurate records using accounting software and spreadsheets.
  • Supported audits by providing necessary documentation and reports.
  • Communicated with vendors to resolve invoice discrepancies efficiently.
  • Handled high-volume invoice processing with minimal supervision.
  • Investigated discrepancies between purchase orders, receiving documents, and vendor invoices.
  • Job costing using cost control software.
  • Management of JDEdwards Enterprises 1 by Oracle.
  • Analyzed credit applications to assess risk and viability for lending decisions.
  • Reviewed financial statements to determine borrower creditworthiness.
  • Wire and lockbox cash posting, applying rebates and deductions.

Education

Certificate - Business Math

Tarrant County College
Fort Worth, TX
01-2017

Some College (No Degree) - Accounting

CUCEA University
MEXICO

High School Diploma -

CECYTEJ
MEXICO
08-2009

Skills

  • Policy evaluation
  • Claims assistance
  • Account management and reconciliation
  • Client retention and relations
  • Upselling strategies
  • Customer relationship management
  • Financial reconciliation and credit assessment
  • Invoice processing
  • Effective communication
  • Problem solving
  • Time management
  • Sales strategy development
  • JDEdwards management
  • Accounts payable and data entry accuracy

Languages

English
Professional
Spanish
Native/ Bilingual

Timeline

Licensed Insurance Agent

Allstate Corp
06.2023 - Current

Accounting Clerk and Credit

Southern Champion Tray
02.2016 - 04.2023

Certificate - Business Math

Tarrant County College

Some College (No Degree) - Accounting

CUCEA University

High School Diploma -

CECYTEJ

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