EBONY SMITH-NEELY
Dallas,NC
Summary
Detail-oriented and self-motivated career-driven professional that applies oral and written organizational skills, critical thinking and time management skills in a goal-driven work environment. Known for keen attention to detail, professionalism, and managing multiple priorities under tight deadlines.
Overview
26
26
years of professional experience
Work History
Policy Administration Specialist
AmWINS Group Inc.
05.2022 - Current
- Review and compare the policy/binder with Amlink for accuracy.
- If there are no discrepancies with the policy, then I will stamp issue and deliver the policy to the retailer.
- If discrepancies are found, then I upload the policy into the document management system and email the production team on the errors found.
- Periodically oversee the policy processing & checking queue on RUSH items that need to be expedited in a timely manner.
- Prioritize the processing queues so that requests are not out of SLA causing a backlog.
- Follow up with escalated items in my queue to ensure a timely resolution.
- Upload & File documents into the proper section of the file cabinet and email the request to the market.
Clearance & Finance Mail Specialist
AmWINS Group Inc.
05.2022 - Current
- Receive new business information from insurance brokers and enter it into the system ensuring opportunities are properly tracked.
- Process customer information by providing the line of business coverage for the insured and/or company.
- Upload documents into the database to ensure proper record-keeping.
- Contacted brokers on missing information to process the submissions.
- Assist peers with complex processing questions.
Operations Support Coordinator
American Red Cross
12.2019 - 05.2022
- Provided administrative support to the department copying and filing confidential donor letters.
- Printed and mailed donor letters via USPS postage service or FedEx.
- Periodically updating company database directory of employees.
- Processed donor letters and made sure donor letter test results were accurate to prevent privacy incidents.
- Attended meetings and sent out minutes to all staff members.
- Entered new hire and termination employee information into the database to ensure the records were updated accordingly.
- Routed and triaged tickets to the corresponding department.
- Made sure company database directory was updated.
- Presented department updates and continuous improvements to management.
Operations Associate
Newport Group
11.2018 - 12.2019
- Managed and processed retirement plan payroll files including plan participant contributions, distributions, and loan payments.
- Loaded data into the database of payroll rosters, cash reconciliations, and ran reports for all sponsor plans.
- Processed high dollar amount transactions that required extensive level of understanding and processing knowledge.
- Created and managed plan documentation for new and existing plans.
- Collaborated and communicated with custodians to clarify and expedite client/participant requests in a timely manner.
- Took on additional responsibilities that included managing mutual fund processing.
- Worked in a team environment building partnerships across departments.
Global Shared Services Specialist
Walmart Corporation
02.2016 - 11.2018
- Administered and ensured that all invoices, purchase memos, credit memos and all other payments were processed accurately and efficiently using accounting system in a timely manner.
- Provided stellar customer service and vendor relationships with suppliers.
- Researched and resolved discrepancies with processing invoice requests.
- Performed research of aged invoices.
- Responsible for bank reconciliation.
- Follow up and responded to billing inquiries through accounting system.
- Responsible for month-end with Walmart stores across country for closing activities.
Account Transfer Specialist
Vanguard Group
10.1999 - 06.2015
- Efficiently processed not in good order requests and made follow up outcalls to financial institutions on additional information needed to process accounts effectively.
- Responded to shareholder inquiries and provided information within required time frames.
- Accurately processed application requests of non-ACAT transfers of money movement from one institution to another institution.
Processing Specialist
Vanguard Group Inc
10.1999 - 06.2015
- Subject Matter Expert (SME) for department; providing job aids to ensure they reflected current processing procedures.
- Reviewed and Processed Nonretirement and Retirement applications in timely manner while achieving the department production standard rating.
- Resolved issues based on outbound calls and letters received from account holders.
- Handled customer service inquiries via telephone and written correspondence.
- Initiated and processed monetary and ACH purchases.
- Processed correspondence regarding shareholders' investment accounts.
- Provided exceptional service to clients within opening their new investment accounts.
- Collaborated with team members and made suggestions for implementation and process improvements.
Education
Bachelor of Science - Management Information Systems
Winston-Salem State University
Winston-Salem, NC06-1999
Skills
Microsoft Office Applications
Outlook
Customer-Service
Databases/ Data Entry
Time Management
Organizational Skills
Problem-Solving
Attention to Detail
Teamwork
Timeline
Policy Administration Specialist
AmWINS Group Inc.
05.2022 - Current
Clearance & Finance Mail Specialist
AmWINS Group Inc.
05.2022 - Current
Operations Support Coordinator
American Red Cross
12.2019 - 05.2022
Operations Associate
Newport Group
11.2018 - 12.2019
Global Shared Services Specialist
Walmart Corporation
02.2016 - 11.2018
Account Transfer Specialist
Vanguard Group
10.1999 - 06.2015
Processing Specialist
Vanguard Group Inc
10.1999 - 06.2015
Bachelor of Science - Management Information Systems
Winston-Salem State University
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