Sarah Carter

• Ensured accurate record-keeping with diligent data entry and database management for vital company information.
• Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
• Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
• Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
• Handled day-to-day accounting processes to drive financial accuracy.
• Gathered financial information, and prepared documents,
• Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
• Assisting with onboarding new properties during the transition period
• Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.
• Processing payroll for associations
• Supported audits by providing detailed records of all posted payments and adjustments upon request.
• Handled payment transactions for customer purchases.
• Received and sorted incoming mail, ensuring accurate delivery to intended recipients.
• Assigned invoices and payments in line with company policies and procedures.
• Processed estimated tax payments for clients.
• Matched purchase orders with correct associations and recorded necessary information.

• Managed high-volume payment processing tasks, including mortgage, loan and auto payoffs.
• Consistently meeting deadlines without compromising accuracy or quality.
• Streamlined payment processing by implementing efficient systems and organizational strategies.
• Reduced errors in payment transactions by regularly reviewing and reconciling financial records.
• Conducted regular reviews of internal controls within the payment processing function, recommending improvements as necessary for compliance purposes.
• Increased accuracy in payment processing through meticulous attention to detail and thorough data entry.
• Collaborated with the accounting team to ensure proper posting of payments to appropriate accounts.
• Submitted cash and check deposits and generated cash receipts to record money received.
• Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
• Collaborated with other departments to resolve discrepancies in invoices or purchase orders, promoting smooth business operations.
• Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.

• Managed high volume of claims, prioritizing tasks to meet deadlines without sacrificing quality.
• Assisted in updating company guidelines for consistent application of policies across all claims processed.
• Reviewed and analyzed claims to ensure accuracy, completeness, and compliance with company policies.
• Collaborated with cross-functional teams to resolve complex claims issues efficiently and effectively.
• Utilized specialized software to process incoming claims, enter data and generate reports.
• Evaluated accuracy and quality of data entered into agency management system.
• Utilized excellent analytical and problem-solving skills to quickly and accurately assess insurance claims.
• Identified fraudulent claims through thorough investigation and documentation of findings.
• Managed workload and priorities to meet claims processing meet deadlines.

• Assisted with processing plan changes, terminations and enrollments
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• Responded to customer requests for products, services, and company information.
• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
• Assisted customers in navigating company website and placing online orders, improving overall user experience.
• Reviewed and solved account and billing discrepancies.

• Supporting Agents and Customers with general and complex inquiries about their life insurance policy and Safe Access Accounts.
• Assistance with processing loans, dividends, fund transfers and filing claims.
• Assisting with questions about their premiums and billing.
• Helping with every day maintenance of the client’s policy.
• Responsibilities
• Enhanced company reputation by delivering exceptional

.

• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Consistently demonstrated a strong work ethic, arriving punctually for shifts and maintaining focus on providing top-tier service throughout entire workday.
• Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
• Operated in dynamic, high-volume environments to provide skilled assistance to customers each day.
• Maintained productivity and quality standards at all times.
• Accepted payments and updated accounts with latest information.
• Provided information about company products and services, and capitalized on upsell opportunities.
• Assisted clients in understanding billing procedures and payment options while maintaining strict adherence to internal policies regarding financial transactions.

• Informing prospective applicants about the various federal of long term care products and assisting with the application process.
• Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
• Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.

• Assisting customers with questions on the federal long term care insurance product
• Assisting with the application process, policy comparison, as well as eligibility questions.
• Helping customers with billing questions, claims processes and changing policies as necessary.
• Skilled at working independently and collaboratively in a team environment.
• Worked effectively in fast-paced environments.