Lizette Velez

• Coordinate invoice routing and monitor payments to subcontractors and vendors.
• Maintained accurate records of customer interactions and transactions.
• Answered phone calls and emails to provide information, resulting in effective business correspondence.
• Handled confidential documents in an organized fashion according to established protocol.

• Answered customer questions regarding products, prices, and availability.

• Tracked all changes and actions in computer-based documentation system.

• Cold and warm called 80-100 new and existing accounts per day.

• Exceeded targeted sales goals by 25%

• Generated new sales opportunities utilizing direct sales strategies

• Input accurate account data to efficiently update company database to maintain detailed records.

• Balanced accounting records and physical petty cash, including receipt documentation and expense tracking.

• Implemented and maintained company protocols to facilitate smooth daily activities.

• Maintained impeccable office organization to support efficiency, professionalism, and performance.

• Reviewed Files and records to obtain information and respond to request.

• Examined claims forms and other records to determine insurance coverage.

• Evaluated insurance policies and analyzed damages to determine coverage.

• Verified insurance claims and determined fair amount for settlement.

• Provided claims service via internal channels to members and third-party customers.