Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Additional Information
Employee of the month
Generic

Princess Forrester

Stockbridge,GA

Summary

Analytical and client-focused professional with over 30 years of experience in care management, fiscal analysis, financial reporting, customer services, and vendor management. Licensed Life and Health Insurance agent in the State of Georgia with strong skills in regulatory compliance and financial planning. Seeking a part-time/full-time position in Customer Services, Account Payable, Account Received, Bookkeeping, or in the insurance industry. Results-driven finance professional with experience in fiscal analysis, budgeting, and financial reporting. Strong focus on team collaboration and proven track record of adapting to changing needs to achieve objectives. Expertise includes data analysis, financial forecasting, and compliance with regulatory standards, coupled with strong analytical skills and dependable work ethic valued by employers.

Overview

37
37
years of professional experience
1
1
Certification

Work History

NCC/National Contracting Center
- Current
  • Consultation: Assess client's healthcare needs and financial situations to provide tailored insurance solutions.
  • Policy Explanation: Explain different life and health insurance policies, including coverage details, benefits, and limitations, helping clients understand their option.
  • Enrollment Assistance: Guide clients through the enrollment process, ensuring that all necessary forms are completed correctly and submitted on time.
  • Needs Assessment: Conduct assessments to determine how much life insurance coverage a client may need based on factors like income, debts, and dependents.
  • Plan Comparison: Compare policies from different insurance companies, helping clients understand the differences in coverage, premiums, and benefits.
  • Ongoing Review: Offer ongoing support and policy reviews, helping clients adjust their coverage as their life circumstances change, such as marriage, having children, or retirement.
  • Claims Support: Assist clients in navigating the claims process and provide support to ensure that claims are processed smoothly.

Fiscal Analyst

City of Alexandria, Virginia
01.1989 - 10.2022
  • Invoice Management & Payment Processing: Efficiently managed payment of incoming invoices, ensuring accuracy, timeliness, and compliance with financial policies.
  • Procurement & Vendor Relations: Purchased goods and services for the department, leveraging negotiation skills to secure favorable terms.
  • Client Financial Advisory: Assisted clients in managing personal finances, delivering tailored advice and building long-term relationships.
  • Regulatory Compliance: Conducted thorough evaluations of client financial circumstances, ensuring all activities adhered to regulatory requirements.
  • Team Leadership & Technical Guidance: Provided financial expertise and support to departmental employees, enhancing overall team performance.
  • Budget Reporting: Prepared and presented monthly budget reports, ensuring the fiscal health of operating programs through detailed analysis.
  • Program Reimbursement Systems: Developed and maintained reimbursement systems, optimizing financial processes and enhancing operational efficiency.
  • General Fund Management: Safeguarded departmental funds through meticulous preparation and deposit processes.
  • Vendor & Agency Communication: Proactively resolved inquiries and disputes related to payment statuses, maintaining strong relationships with vendors and agencies.

Education

Graduate Certificate - Business Administration And Management

Information Technology Training Center
Rockville, MD

Diploma - Tax Preparation

Penn Foster College
08.2024

Graduate Certificate - Life & Health Insurance

XCEL SOLUTION
Jacksonville, FL
04-2024

Skills

  • Budget analysis and management
  • Insurance sales expertise
  • CRM expertise
  • Regulatory compliance expertise
  • Payment processing expertise
  • Financial reporting
  • Claims processing expertise
  • Effective communication skills

Accomplishments

  • Achieved budget surplus through effectively helping with department auditing.
  • Collaborated with team members in the development of clients reconciliation project for accurate balances.

Certification

Licensed Life and Health Insurance Agent, Georgia (April 2024)

Timeline

Fiscal Analyst

City of Alexandria, Virginia
01.1989 - 10.2022

NCC/National Contracting Center
- Current

Diploma - Tax Preparation

Penn Foster College

Graduate Certificate - Business Administration And Management

Information Technology Training Center

Graduate Certificate - Life & Health Insurance

XCEL SOLUTION

Additional Information

Actively seeking a remote/on-site part-time/full-time opportunity to apply my skills and expertise to contribute to organizational success.

Employee of the month

Being recognized as employee of the month, I was greatful for the acknowledgement.  I make myself available to assist my co-workers, and clients as often as I can.  whether helping client's to sign up for health insurance, social services or assisting staff in  purchasing office products: lab supplies, pharmaceutical supplies, kitchen supplies and office supplies when needed.