Julie Conner

• Managed approximately 30 new urgent travel request each day
• Provided essential information and paperwork to travelers.
• Collaborated with other agents to resolve any issues promptly, maintaining client trust and satisfaction.
• Reached out to airlines, hotels, rental car companies and other services to proactively resolve issues.
• Managed complex itineraries for high-profile executives, ensuring seamless travel experiences.
• Maintained detailed records of all bookings and expenses, supporting accurate billing and reporting processes.
• Managed administrative functions such as billing, expense, and commission tracking.
• Set up flights, hotels, and ground transportation for individuals and groups.
• Educated clients on travel policies and procedures, ensuring adherence to corporate guidelines and budgetary constraints.
• Assisted clients with flight changes and cancellations to minimize travel disruptions.

Meet with insurance brokers

Assisted with open enrollment

Assisted employees with issues that would arise with their insurance

• Posted customer payments by recording cash, checks, and credit card transactions.
• Optimized workflow through regular documentation reviews, identifying opportunities for improvement.
• Assisted in the preparation of comprehensive financial statements, supporting informed decision-making processes.
• Matched purchase orders with invoices and recorded necessary information.
• Recorded deposits, reconciled monthly bank accounts and tracked expenses.
• Supported management by processing invoices and documents with consistent on-time delivery.
• Input financial data and produced reports using [Software].
• Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
• Maintained account accuracy by reviewing and reconciling checks monthly.
• Entered figures using 10-key calculator to compute data quickly.