JULIE LALONDE
Auburn,CA
Summary
Detail-oriented professional with extensive customer service experience. Proficient in insurance policy management and underwriting support processes. Committed to fostering relationships with agency partners as well as team members to drive company success.
Overview
15
15
years of professional experience
Work History
Accounting Assistant, A/P & Payroll Specialist
Diversified Investments Services, LLC
Auburn, CA
07.2024 - Current
- Perform bank statement reconciliations, and update daily cash journals, ensuring accuracy in financial records.
- Process biweekly payroll for 130 employees, adhering to strict deadlines and compliance requirements.
- Manage Accounts Payable for 12 nationwide RV Resorts, handling invoice processing, vendor payments, and account reconciliations.
- Collaborate with managers and vendors to resolve payment discrepancies and ensure smooth operations.
- Prepare month-end financial reports to support decision-making and audit processes.
Real Estate Assistant
LaLonde Real Estate
Meadow Vista, CA
01.2020 - 05.2024
- Created marketing materials and sign-in sheets for new listings and open houses
- Updated media sites with inventory and closings
- Created search criteria for prospective buyers within MLS
- Attended networking and marketing events
Associate Underwriter
Zenith Agribusiness Solutions
Roseville, CA
10.2018 - 11.2019
- Provided excellent customer service to our agents and underwriters by addressing their inquiries promptly and effectively.
- Completed and issued renewal quotes in a timely manner.
- Provided excellent customer service to our agents and underwriters by addressing their inquiries promptly and effectively.
- Completed and issued renewal quotes in a timely manner.
- Reviewed and made proper annotations in CERES to process change requests and quotes.
- Responsible for policy issuance, endorsements, as well as updating customer accounts and maintenance of producer files.
- Issued cancellation and reinstatement notices.
Accounting Specialist
Zenith Agribusiness Solutions
Roseville, CA
08.2015 - 10.2018
- Processed daily print: ensured accuracy of invoices; processed and reviewed rescission notices, legal notices of cancellation, full-cancellations & reinstatements
- Assisted agents and policy holders with inquiries regarding billing and account status
- Managed accounts payable invoices and check requests, including coding and submitting to corporate A/P
- Monthly billing duties: reviewed stale-dated checks. assign accounts to collections, month-end reporting
- Agency Maintenance: updated contacts, Errors & Omissions, agency licenses in company database
- Maintained Agency Portal: Setting up, updating and terminating agency profile accounts.
Administrative Assistant
Zenith Agribusiness Solutions
Roseville, CA
11.2012 - 08.2015
- Provided excellent customer service and professional first impression to guests, both in person and over the phone
- Shipping/Receiving: Processed all incoming/outgoing mail, (FedEx, Tricor and US mail).
- General administrative duties: managed conference room calendars, arranged catered luncheons, holiday events and coordinated business travel plans. Managed office supply inventory and ordering, maintained mailroom and office equipment, ordered business cards
- Assisted with check requests, external training registration and expense reports.
- Managed vendor relationships for Operations
Accounting Assistant / Receptionist
Builders and Tradesmen’s Insurance Services
Rocklin, CA
11.2009 - 11.2012
- Managed the receivables, generated invoices, issued Past Due Notices, Cancellations and Reinstatements
- Corresponded and assisted agents with billing inquiries, via email, phone and fax.
- Posted agency check payments and reconciled e-check statement
- Managed the administrative details for my department: inventory and ordering supplies, organized department celebrations.
Education
Associates Degree - Business Administration/ Software Applications
Heald College
Roseville, CA07.2002
Accounting Certification -
Regional Occupational Program (ROP)
Auburn, CA01.1999
Skills
- Customer service
- Dependable and self-starter
- Team player
- Positive attitude
- Prioritize workloads
- Effective communication
- Problem solving
- Microsoft Office
- Database management
- Regulatory compliance
- AINS 21 & 23
References
References available upon request.
Timeline
Accounting Assistant, A/P & Payroll Specialist
Diversified Investments Services, LLC
07.2024 - Current
Real Estate Assistant
LaLonde Real Estate
01.2020 - 05.2024
Associate Underwriter
Zenith Agribusiness Solutions
10.2018 - 11.2019
Accounting Specialist
Zenith Agribusiness Solutions
08.2015 - 10.2018
Administrative Assistant
Zenith Agribusiness Solutions
11.2012 - 08.2015
Accounting Assistant / Receptionist
Builders and Tradesmen’s Insurance Services
11.2009 - 11.2012
Associates Degree - Business Administration/ Software Applications
Heald College
Accounting Certification -
Regional Occupational Program (ROP)
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