Jo ANN Garcia
Summary
Detail-oriented Senior Clerk adept at managing multiple tasks efficiently while maintaining accuracy and meeting aggressive business goals. Resilient and organized professional with excellent communication and interpersonal abilities. Liaises with colleagues and builds rapport with customers to maximize satisfaction.
Overview
20
20
years of professional experience
Work History
Senior Clerk
Martin Marietta
09.2016 - 05.2023
- Coordinated movement on an average of 75 daily load outs, ensuring timely and efficient delivery to customers
- Handled 50+ calls daily, with duties including scheduling new deliveries, retrieving customer data, presenting relevant product information and canceling services
- Increased customer satisfaction through prompt responses to inquiries and effective problem resolution
- Worked with sales and management daily to ensure a sufficient inventory to meet customer demands for multi-city and city wide construction projects
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment
- Compiled and analyzed data to produce reports
- Managed and reconciled daily cash transactions
- Reconciled PCard expense report, verified details and documentation to meet weekly and month end deadlines
- Ensured that compliance, confidentiality and maintenance of records retention, storage, tracking, imaging and destruction followed established company policies and procedures
- Assisted in employee training initiatives by developing materials and providing guidance on best practices
- Responsible for ensuring that Purchase Orders were properly coded, issued and approved, goods and services were received and orders were receipted in a complete, accurate and timely manner
- Reconciled AP aging report and resolved any discrepancies
Senior Producer Administration Specialist
Americo Financial Life & Annuity Insurance
10.2007 - 08.2014
- Thoroughly reviewed and accurately processed Agent Contracts to meet or exceed service level agreement
- Communicated effectively and promptly to customer inquiries
- Requested credit report and criminal background checks on new agents
- Built strong relationships by providing exceptional service and delivering results that exceeded expectations
- Requested state appointment or appointment termination via National Insurance Producer Registry
- Assisted management and teammates with license and appointment questions and research
- Promoted a culture of continuous improvement within the producer administration team by sharing knowledge, insights and suggestions for enhanced performance
Contract & Licensing Administrator
Transamerica Life Insurance Company
08.2003 - 07.2007
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information on licensing and appointment requirements
- Managed a high volume of license applications while maintaining strict attention to detail and adherence to deadlines
- Reduced application processing time with thorough verification of submitted documents for compliance with regulations
- Collaborated with cross-functional teams to ensure timely receipt of new business requirements, improving overall productivity
- Developed strong working relationships with external partners such as government agencies and general agencies to facilitate smooth licensing processes
- Provided direction and suggestions to improve daily processes within the department
Education
Certificate of Completion - Computer Science
Penn Valley Community College
Kansas City, MOSkills
- Administrative
- Communication
- Customer Relations
- Leadership
- Multitasking
- Time Management
- Critical Thinking
- Flexibility
- Problem Solving
- Attention to Detail
- Teamwork
- Proficient in Microsoft Office
- Data Entry/10-Key
- JD Edwards
- Oracle
Timeline
Senior Clerk
Martin Marietta
09.2016 - 05.2023
Senior Producer Administration Specialist
Americo Financial Life & Annuity Insurance
10.2007 - 08.2014
Contract & Licensing Administrator
Transamerica Life Insurance Company
08.2003 - 07.2007
Certificate of Completion - Computer Science
Penn Valley Community College
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