Patricia Newton

Work History

QGenda

Sparks, MD

09.2013 - Current

Manages performance of Accounts Receivables team, including hiring assistance, training
Monthly management of creation and verification 1000+ invoices on timely and accurate schedule
Developed and implemented various procedures to improve accounting process
Oversees Collections Team and developed process for automation and outreach
Established internal processes to respond and resolve over 100 emails daily from customers and internal sources
Communicates with customers, colleagues, and management to resolve customer concerns regarding contracts, pricing, and other invoice details
Assists with end of month accounting process, including month end journal entries and reconciliations
Implements and adjusts processes to ensure invoicing accuracy for current customers and acquired companies
Actively interacts with customers, handles concerns quickly and escalates major issues
Evaluates and negotiates contracts with customers to procure favorable results
Baltimore Office Management to include daily operations, Office Culture, IT needs, and coordination between main office.

Franklin Financial Group

10.2012 - 09.2013

Retain relationships with corporate clients on annual basis by managing performance and renewal of Employee Benefit Management programs
Managed Sales, benefit renewal process for 75 small business customers, customer service, education and compliance of employee benefit programs to businesses in Mid Atlantic Area
Actively listened to customers, handled concerns quickly and escalated to achieve resolution
Built and strengthened relationships with new and existing accounts to drive revenue growth
Prepared additional quotes for current clients to upsell products and services

Group Insurance Solutions, Inc.

12.2008 - 10.2012

Leveraged CRM to collect, organize and manage sales data and customer information.
Increased sales by 10% annually for current clients by recommending products and services.
Collaborated with current and potential small businesses extensively to understand needs before proposing specific solutions.
Built rapport with customers and maintained loyalty by providing fast, knowledgeable customer service.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.

Compensation Concepts

09.1995 - 12.2008

Devised processes to boost long-term business success and increase profit levels by 20% resulting in sale of business
Implemented IT advances
Set, enforced, and optimized internal policies
Managed purchasing, sales, marketing and customer account operations efficiently.
Managed all Accounting Functions involved with Small Business - journal entries, collection efforts, commissions, vendor relations, reconciliations, and payroll processing.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Trained new employees on proper protocols and customer service standards.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

RMI

06.1989 - 08.1995

Conducted primary and secondary research to better understand customer needs and behaviors.
As Category Manager, duties advanced to data analyzing in order to implement effective sales plans for computerized shelf marketing
Increased product shelf visibility to increase sales by 20 - 30% in local market
Worked closely with major grocery chains and brands represented to see that this was done on standardized level both nationally and locally.