Jimmie Moses
Philadelphia,USA
Summary
I have a strong foundation in completing and maintaining procedures and a keen eye for detail. Proficient in navigating and learning experience to manage financial transactions and maintain accurate records. Demonstrates exceptional academic performance in business and accounting coursework, sales and management reflecting a solid understanding of foundational concepts. Possesses a proactive approach to learning and applying new skills, coupled with a strong work ethic and dedication to accuracy. Eager to contribute my knowledge and expertise and teamwork, gain hands-on experience in a professional environment. Ambitious to achieve knowledge within learning new job and project management.
Overview
15
15
years of professional experience
Work History
Life Insurance Agent
Lincoln Heritage life insurance
Ft Washington, Pa
01.2018 - 2022
- Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details. Provides rate quotes and coverage recommendations; assists with long-term planning for final arrangements expenses. Assists with completion of application and other necessary paperwork; obtains underwriting approval.
- Developed comprehensive insurance plans tailored to client needs and financial goals
- .Phone: (267) 705-298
Accounting
Philadelphia Corporation for Aging
Philadelphia, PA
11.2014 - 01.2020
- Enter in HMS Quantity Used”, add parts amounts for additional parts were used that were not in the “Quantity Estimated” column.
- Enter into Excel Consumers details and pending purchase order invoices.
- Attaching Purchase Order which created in People Soft to Work Order to submit for post Inspection.
- Create purchase orders for bulk orders.
- Dispatch Purchase order in people soft upon approval and delivery of completed items on Purchase order list.
- Received Bulk order in PeopleSoft for items, automatic generated Invoice number to be inserted on Purchase order, to be submitted to Fiscal for payment.
- Create Purchases order in People Soft Housing Program Jobs, Stock room Bulk Orders.
- Reconcile purchase order/check request invoices and vendor billing discrepancies
- Phone: 215-765-9000
Material Coordinator
Philadelphia Corporation for Aging
Philadelphia, PA
04.2013 - 11.2014
- Coordinates and expedites flow of materials, parts, and assemblies between sections or departments, compiles maintains manual or computerized records
- Requisitions material & establishes sequential delivery dates to Mechanics according to job order.
- Compiles and maintains manual or computerized records, like material inventory, in-process production reports, and status location of materials
- Move or transport materials from one department to another, manually or using material handling equipment
- Arrange for repair assembly of material or part
- Monitor and control movement of material parts on automated conveyor system
- Complete Inventory Count and enter Data for Physical count
- Phone: 215-765-9000
Store keeper Supervisor / Inventory Control Specialist
Royal Caribbean Cruise Line – Adventures of the Seas
Miami, FL, USA
09.2004 - 06.2012
- The job involves administration, management and supervision. Which specialized profile as an individual is required to multi-task and adjust to the workings of a dynamic environment. Also liable to look into all inventory management functions while coordinating with internal as well as external sources of the organization.
- Balance Accounting and Reporting of inventory surplus, product returns, and damages items.
- Maintaining and overseeing the records of all stocks and compiling evaluation reports.
- Conducting a daily audit of inventory stock rooms.
- Skills and Specifications
- Knowledge of using barcode equipment.
- Inventory software and programs. (Excel/MS Word/QuickBooks/barcode systems)
- Ability and effectiveness to manage time to meet required deadline.
- Storekeeper Duties and Responsibilities
- Receive, unload, and shelve supplies
- Perform other stock-related duties, including returning, packing, pricing, and labeling supplies
- Inspect deliveries for damage or discrepancies and report those to accounting for reimbursements and record keeping
- Rotate stock and coordinate the disposal of surpluses
- Coordinate the handling of freight, the movement of equipment, and necessary minor repairs
- Operating forklift / walk Rider
- Competitive Analysis , Marketing Strategies, Sales Performance, Strategic Partnership , Marketing Materials Development, Streamline Processes
- USA. Tel: +1-305-539 6000.
Education
Associate of Science - Business, Marketing & Trade, Computer Science, Physics, Pure Mathematics
St Vincent Technical Collage
06-2003
High School Diploma -
Emmanuel High School Kingstown
St Vincent & the Grenadines05-2000
Graduate Certificate - Math, English, Social Studies
Lowmans Leeward Anglican School
St. Vincent And The Grenadines 09-1994
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Prospecting clients
- Client relationship management
- CRM software
Accomplishments
- Supervised team of eight staff members.
Timeline
Life Insurance Agent
Lincoln Heritage life insurance
01.2018 - 2022
Accounting
Philadelphia Corporation for Aging
11.2014 - 01.2020
Material Coordinator
Philadelphia Corporation for Aging
04.2013 - 11.2014
Store keeper Supervisor / Inventory Control Specialist
Royal Caribbean Cruise Line – Adventures of the Seas
09.2004 - 06.2012
Associate of Science - Business, Marketing & Trade, Computer Science, Physics, Pure Mathematics
St Vincent Technical Collage
High School Diploma -
Emmanuel High School Kingstown
Graduate Certificate - Math, English, Social Studies
Lowmans Leeward Anglican School