Frannie Smith

Handled 30 + calls daily

Setup new claims for auto insurance

Investigated Liability and Coverage and resolved

Handled new online claims

Setup inspection and repairs

• As the administrative assistant I was responsible for the accounts payable, accounts receivables, payroll processes, billing and human resources. Daily duties consisted of answering phones, responding to emails and faxes that were sent in daily. Issue invoices to customers for work done, applied the payments to the customers accounts daily and resolved any discrepancies with invoices and payments. I would process payroll weekly using Sage software. On a weekly basis I would prepare and pay all payroll taxes and also prepare and pay all quarterly taxes via EFT payments.
• Daily evaluation of outstanding invoices would be addressed via phone or email with customer, payments were due 30 days from date of invoice if payment had not been received, I would follow up with customer. I worked closely will all vendors making sure invoices that were sent to us daily and check for any discrepancies before issuing payments. I worked with Sage software, Quick Books and Microsoft office on a daily basis for all accounting and invoicing.
• I do taxes, and bookkeeping in my home business now working from home for about 6 years.
• I have knowledge with the following payroll/tax programs: Quickbooks

• In the credit department our daily/monthly duties consisted of the following: Approve new accounts to be opened setting them with a credit limit based on credit reference and background information regarding the company. We would approve orders to be processed, invoiced and shipped from warehouse. Each representative had a state that they had to maintain the customers’ accounts and I handled the states of California, North Carolina, South Carolina, Tennessee, Kentucky, and Virginia. I was responsible for making sure the customers’ accounts stayed in good standings with the company within the payment terms that was agreed upon. If the customer was past 60 days, I would place the account on hold and call the customer to let them know their account was on hold and no orders would be shipping out until past due balance was paid. The customer would send the payment within a timely matter so their order could ship, payment would be posted to the account once received and I would then release orders that was pending to ship. I would contact the customer and let them know payment was received and that their orders would be shipping in a timely matter.
• Each month we had to do cash projections of what was outstanding and what would be coming in, anything over 60 days would be considered past due and collection needed to be made immediately or payment arrangements with the customer.
• If the customer placed an order over their credit limit, I would then evaluate the account, look at payment history, sales history and how much they were looking to purchase. I would pull a D&B report on them if needed depending on the credit amount, they were trying to obtain, anything over $10,000.00 upper management had to approve.
• Daily evaluation of accounts, phone calls to customers to collect on outstanding invoices was an everyday duty. If we could not reach them by telephone, we would email them and send out past due letters.
• When handling my accounts, they were always within the 60 day terms as once I noticed they were past 30 days I when then begin to call and collect on the outstanding balance.