Kristin Lopez
Summary
Proactive accounting technician with 9 years of experience in customer service and account management, driving positive organizational outcomes. Proven ability to lead daily operations in office environments, enhancing efficiency and productivity. Skilled underwriting assistant with expertise in underwriting software and record management, improving application processing and client communication. Seeking to leverage skills in the insurance industry to grow revenue, reduce costs, and mitigate risks.
Overview
11
11
years of professional experience
Work History
Underwriting Assistant
RSI International, Inc.
Arlington, Texas
08.2023 - Current
- Facilitated information gathering from agents to clarify application details.
- Assisted underwriters in reviewing insurance applications and related documentation.
- Streamlined underwriting processes through effective collaboration with team members.
- Utilized underwriting software for accurate data input and policy generation.
- Maintained organized records of applications and correspondence for easy access.
- Managed concurrent tasks efficiently while meeting tight deadlines.
Accounting Technician
RSI International, Inc.
Arlington, TX
10.2017 - 08.2023
- Assessed data accuracy for billing codes and calculations to ensure correct entries.
- Facilitated timely payments through effective client communication, reducing outstanding accounts receivable.
- Supported internal accounting team in verifying financial statements for reliable reporting.
- Resolved client inquiries regarding invoices and addressed issues during invoicing and collection processes.
- Executed various accounts receivable functions, including cash receipts posting.
Customer Service Representative
RSI International, Inc.
Arlington, TX
12.2014 - 10.2017
- Delivered administrative and clerical support using internal software and Microsoft Excel.
- Facilitated over 20 calls daily with agents, vendors, and staff members.
- Anticipated department needs to create a more efficient workspace.
- Resolved escalated customer service issues to uphold customer satisfaction and loyalty.
- Trained employees on best practices and protocols to enhance team productivity.
- Coordinated pickup and delivery of express mail services, managing inventory and supplies effectively.
Education
High School Diploma -
Mansfield Timberview High School
Arlington, TX06.2008
Skills
- Collaborative teamwork
- Goal achievement
- Cross-functional communication
- Solution orientation
- Adaptability and speed
- Employee training
- Technical support expertise
- Property and casualty licensing
Timeline
Underwriting Assistant
RSI International, Inc.
08.2023 - Current
Accounting Technician
RSI International, Inc.
10.2017 - 08.2023
Customer Service Representative
RSI International, Inc.
12.2014 - 10.2017
High School Diploma -
Mansfield Timberview High School