Lora Kelsey
Springfield,IL
Summary
With 25 years of experience and a strong background in conflict resolution, records management, and vendor and customer communications, this highly adaptable and professional individual aims to excel in the Administrative role at your esteemed company. Bringing a proven track record of effectively resolving conflicts, managing records, and maintaining positive relationships with both vendors and customers, leveraging extensive experience and knowledge to contribute to the success of your organization.
Overview
17
17
years of professional experience
Work History
Conversion Customer Support
CCH Wolters Kluwer
09.2021 - 10.2024
- Answer Calls to Provide support to Accounting Firms and Other Tax Professionals Who have questions regarding Conversions into Axcess or Pro System fx
- Walk clients through the process of converting returns, Importing of returns and Pro forma of returns
- Send user guides to clients who need it or request it
- Answer questions about what gets converted and send out welcome emails to new clients
- Access several different systems in order to log the calls that come into the phone system
Eligibility Determination Clerk
DSN
02.2020 - 05.2020
- Researched Title IV Income Guidelines
- Ran Computer Searches to for income guidelines for Title IV eligibility
- Worked in File Room Pulling Court Documents For DCFS Cases
Associate Accountant
DXC TECHNOLOGY COMPANY
10.2017 - 09.2019
- Assist accounts and auditors with bookkeeping, clerical duties, and managing accounts
- Resolve outstanding payments through communication with departments, vendors, and clients
- Process, record, and pay invoices, bills and other transactions
Claims Examiner
BLUE CROSS BLUE SHIELD
02.2017 - 07.2017
- Adjudicated claims that may require researching benefits, checking medical policy, requesting medical records and any correspondence that may have been sent from either the member or provider
- Making sure payments were sent to the right provider and the co-payments, patient's share and accumulations were correct according to the members benefits
Client Service Representative
H & R BLOCK
01.2015 - 04.2016
- Provided an elevated customer experience to generate a loyal clientele
- Answered product questions with up-to-date knowledge of tax preparation and store promotions
- Effectively communicated with supported Tax per pares and administrative teams daily
- Took payment from clients, balanced cash drawer at the end of shift, prepared financial reports and e- mailed them to bookkeeping department at the end of day
- Scanned Tax returns into system and filed hard copies
Administrative Assistant/Bookkeeper
LEWIS & ASSOCIATES
01.2008 - 10.2014
- Prepare and distribute payroll, added sales, sorted receipts for monthly book work for our clients
- Assist clients with scheduling of appointments in correspondence to clientele
- Receive and answer phone calls, relaying messages promptly, Perform database searches to identify tax laws and relevant information
- Performed all tasks which were asked of me in a timely manner
Education
Associate's -
Wright Business School
Shawnee Mission, KSSkills
- Accounting
- Accounts Payable
- Bookkeeping
- Medical Records
- Tax Experience
- Financial Report Writing
- Records Management
- Microsoft Excel
- Auditing
- Payroll
- Accounts Receivable
- Budgeting
- Office Management
- QuickBooks
- Documentation review
- Office experience
- ICD-10
- Administrative experience
- Clerical Experience
- General Ledger Accounting
- Microsoft Word
- Microsoft Office
- Microsoft Outlook
- Journal Entries
- Bank Reconciliation
- Account Reconciliation
- Conflict Management
- Multi-line phone systems
- Customer service
- Data Entry
- Financial Statement Preparation
- Medical Coding
- Accounting
- Customer Relations
- Customer Service
- Phone and Email Etiquette
- Multitasking and Organization
- Appointment Scheduling
- Accounts Payable and Receivable
- Time Management
- Problem-Solving
- Attention to Detail
- Billing problem resolution
- Service issue resolution
- Client Relationship Building
- Complaint Handling
- Support Services
- Business Administration
- Documentation and Recordkeeping
- Problem-solving abilities
Timeline
Conversion Customer Support
CCH Wolters Kluwer
09.2021 - 10.2024
Eligibility Determination Clerk
DSN
02.2020 - 05.2020
Associate Accountant
DXC TECHNOLOGY COMPANY
10.2017 - 09.2019
Claims Examiner
BLUE CROSS BLUE SHIELD
02.2017 - 07.2017
Client Service Representative
H & R BLOCK
01.2015 - 04.2016
Administrative Assistant/Bookkeeper
LEWIS & ASSOCIATES
01.2008 - 10.2014
Associate's -
Wright Business School
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