Summary
Overview
Work History
Education
Skills
Certification
Timeline
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JULIE A WHITE

JULIE A WHITE

Lincoln

Summary

Talented business and customer relations professional with self-directed nature and analytical problem-solving abilities. Excellent project management, communication and planning abilities. Detail-oriented and interested in processing information and preparing documents. Looking to join a team in a key role that involves complex, specialized clerical work. Experienced counter assistance public and private with abilities to review and interpret both criminal and civil legal documents.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Safety Assistant

Crete Carrier Corporation
07.2023 - Current
  • Set up and maintain files along with review of applications, with continual management and monitoring of employment files in accordance with federal/state guidelines and company policy
  • Excellent verbal and written communication skills and knowledge of modern office equipment, practices, and procedures.
  • Manage and coordinated all onboarding/orientation, documents for training and safety.
  • Manage accurate and prompt recordkeeping, organization & auditing of state and federal DOT compliance and records
  • Resolve compliance issues, both under DOT/FMCSA and company requirements
  • Ensure timely renewal of all needed qualifications for employment. (CDL, medical card, etc)
  • Monitor and document violations
  • Gather information, prepare reports, and draft correspondence related to cases and ensure files are up to date and maintained in accordance with DOT regulation
  • Ensured proper documentation storage by organizing electronic files according to company guidelines and regulatory requirements.
  • Followed detailed directions from management to complete daily paperwork and computer data entry.

Client Relations Service Specialist

Assurity Life Insurance
08.2021 - 07.2023
  • Provided knowledgeable service and support for all customer needs
  • Accepted and processed payments, updated accounts and issued receipts
  • Supported online projects with advanced skills in document management, customer relations and reporting
  • Asked fact-finding questions to determine customer needs and expectations and recommended specific products and solutions
  • Answered phone with friendly greeting to create positive inbound calling experience for customers
  • Resolved complaints to satisfy customers and encourage future transactions

Service Coordinator, HVAC Technician Dispatch Manager

Action Plumbing, Heating & Air Conditioning
03.2017 - 04.2021
  • Managed fleet transportation dispatching for Lincoln and surrounding areas
  • Coordinated scheduling in high-volume environment
  • Planned and prioritized assigned tasks to meet deadlines
  • Kept work area safe, organized and clean according to general office practices and OSHA requirements
  • Coordinated schedules for optimal coverage of daily workload and adjusted quickly to changing demands
  • Facilitated communications between customers and field personnel to answer questions or resolve concerns
  • Monitored flow of paperwork and directed information to appropriate departments
  • Responded to over 100 plus daily caller requests with information about assistance and timeframes
  • Served as mediator when appropriate to settle conflicts and discrepancies between field personnel and management
  • Ordered supplies and allocated resources to personnel based on need
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
  • Carried out day-to-day duties accurately and efficiently
  • Demonstrated respect, friendliness and willingness to help wherever needed
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment
  • Maintained energy and enthusiasm in fast-paced environment
  • Proved successful working within tight deadlines and fast-paced atmosphere

Account Manager

Ameritas Life Insurance Corp
04.2014 - 03.2016
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction
  • Liaised between account holders and various departments
  • Managed worksite group accounts by reviewing and mitigating discrepancies and collaborating with account holders
  • Gathered financial information, prepared documents, and closed books
  • Reconciled accounts and reviewed expense data
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile group premiums and general ledger of policy accounts
  • Brought errors to near-zero in reporting, administration and general bookkeeping

Account Manager

Advanced Cash
08.2012 - 05.2014
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
  • Reconciled cash drawer and resolved discrepancies
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
  • Provided customer records, account statements and copies of checks
  • Assisted customers with setting up or closing accounts, completing loan applications
  • Logged cashier's checks and other transactions to maintain accurate account records
  • Answered customer inquiries regarding account balances, transaction history, services charges and rates on other offered services
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Processed customer transactions promptly, minimizing wait times
  • Answered telephone inquiries on accounts, loans and lines of credit

Education

High School -

Lincoln High School
Lincoln, NE

Accounting And Business Management -

Southeast Community College
Lincoln, NE

Skills

  • Excellent verbal and written communication skills
  • Knowledge of modern office equipment, practices, and procedure
  • Business Correspondence, database management, documentation, information updates
  • Understanding Customer Needs
  • Information Updates, investigate claims
  • Document preparation and records management
  • Legal compliance
  • Public customer service, attention to detail, multitasking abilities, organizational skills, and effective communication
  • Office administration, legal research, scheduling appointments
  • Money handling, data entry
  • Document /documentation review and deadline management

Certification

Designation, LOMA 281/291

Timeline

Safety Assistant

Crete Carrier Corporation
07.2023 - Current

Client Relations Service Specialist

Assurity Life Insurance
08.2021 - 07.2023

Service Coordinator, HVAC Technician Dispatch Manager

Action Plumbing, Heating & Air Conditioning
03.2017 - 04.2021

Account Manager

Ameritas Life Insurance Corp
04.2014 - 03.2016

Account Manager

Advanced Cash
08.2012 - 05.2014

Accounting And Business Management -

Southeast Community College

High School -

Lincoln High School

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