Self-motivated and Purpose-driven individual with over 15 years of Customer Service expertise and 5 years of administrative experience. I excel in providing strategic insights both to personal and business growth. Committed to excellence and possessing a growth mindset, I am eager to apply my skills as an Insurance Service Professional with NYL. With a passion to help and serve the needs of others, I am dedicated on making a meaningful impact both on the team and success of the business.
• Managing all aspects of bookkeeping, from setting up and maintaining the client's books to day to day bookkeeping, performing thorough financial clean-up, ensuring absolute accuracy and compliance.
• Preparing precise financial statements, organizing transactions into suitable chart of accounts, reconciling accounts, and overseeing accounts receivable.
• Offering my client insightful financial analysis, profit and loss, and balance sheet statements.
• These insights have empowered my clients to make informed decisions to improve and grow their business.
• Answered incoming calls from diverse consumers, providing assistance and information on health care coverage.
• Processed applications for health care coverage, including eligibility determinations and enrollment into health plans, ensuring compliance with policies and procedures.
• Handled life event changes, demographic updates, disenrollment requests, and special enrollment periods.
• Maintained confidentiality, escalated calls as necessary, and documented all inquiries efficiently.
2024- Passed Texas Life and Health Insurance Licensing Test.
2022- Certified as Quickbooks Online Proadvisor.