Lisset Tamez
Houston,TX
Summary
I am a hands-on individual boasting a career spent managing administrative tasks in fast-paced offices with relative ease. A hardworking employee with customer service, multitasking, and time management abilities. My training as a Verification Specialist in the financial sector of the trucking industry offered me an introduction into Accounting. My Insurance agent position allowed me to focus on Customer service and introduced me to clerical settings. I am eager to contribute to a dynamic team for a school district that watched me grow.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Verification Specialist/ Accounts Payable Clerk
Parikh Financial LLC
Houston, Texas
03.2023 - Current
- Reviewed financial documents for accuracy and compliance with company standards.
- Utilized multiple software tools, such as Triumph Pay, FactorFox, and Amegy Bank Treasury portals, to manage verification processes and payment portals effectively.
- Communicated findings and updates to Brokers regarding document status, verification activities and audits.
- Responded promptly to inquiries from customers regarding their account status in online and face to face settings.
- Collaborated with other departments to ensure timely resolution of issues related to billing.
- Managed accounts payable and receivable activities including invoice processing and issuing payments via ACH, Wire and Check deposits.
- Provided training to new staff on verification procedures and best practices.
General Lines Insurance Agent
Farmers Insurance- Aguilar Insurance Agency
Houston, Texas
07.2017 - 01.2023
- Processed policy applications and renewals efficiently using agency software.
- Maintained accurate client records and updated information in the database.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Collaborated with cross-functional teams regularly. With direct agents but also with representatives from various departments, such as Claims, Service Operations, Inspection and Underwriting.
- Assisted the primary agent with day to day clerical activities as the first point of contact in the agency
Education
Bachelor of Science - General Business
University of Houston- ClearLake
Houston, TX12-2021
Associate of Arts - Business
San Jacinto College- North Campus
Houston, TX05-2019
Associate of Arts - General Studies
San Jacinto College- North Campus
Houston, TX05-2017
Skills
- Document verification
- Account management
- Multitasking
- Client relationship management
- Cross-functional collaboration
- Effective communication skills in both English and Spanish
- Software proficiency with portals such as Salesforce, Triumphpay, Factorfox, Amegy Treasury Management, Microsoft Office and Google Workspace
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Personal Lines Property and Casualty Insurance License
- Social Media Marketing Certification Course - HubSpot Academy 2020
- Content Marketing Certification- HubSpot Academy 2020
- The Fundamentals of Digital Marketing Certificate- Google Digital Garage 2023
References
References available upon request.
Timeline
Verification Specialist/ Accounts Payable Clerk
Parikh Financial LLC
03.2023 - Current
General Lines Insurance Agent
Farmers Insurance- Aguilar Insurance Agency
07.2017 - 01.2023
Bachelor of Science - General Business
University of Houston- ClearLake
Associate of Arts - Business
San Jacinto College- North Campus
Associate of Arts - General Studies
San Jacinto College- North Campus
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