Jan Forton

• Process terms and contracts for all of Canada and two branches in Florida-including Quebec which I convert into French
• Process amendments for all of Canada and two branches in Florida
• Process address changes for my branches
• Process and enter ACH/PAD agreements for my branches
• Troubleshoot any problems that might arise
• Assist in special projects
• Assist when others are on vacation
• Sort mail once a week
• Direct contact with each one of my branches (12 total)

• Complete renewal of groups start to finish
• Resolve customer specific issues and needs
• Interface with client contacts and brokers
• Distribute reports/compliance updates to clients and brokers

I started at this position as a temp in September of 2015 and hired on permanent in January. I was laid off in May due to lack of work.

• Created spreadsheets to track repairs, service calls and parts orders
• Streamlined procedures for service calls and returning phone calls
• Completed work orders using QuickBooks
• Provided superior customer service

I left this position because my check would not clear the bank every week.

• Scheduled meeting, travel arrangements, expense reports and patients appointments
• Accounts Payable, using QuickBooks. I created new "buckets" with QuickBooks so that we could track our monthly budget, keep track of sales and process commissions
• Created spreadsheets, PowerPoint presentations and updated policies
• Checked in patients and updated charts.

I was laid off due to the lack of business.