Shaneka Brooks
Life Producer
Phoenix,Arizona
Summary
Motivated aspiring CPA with expertise in customer service and proficiency in Microsoft Office Suite (Excel, Access, Word, PowerPoint). Experienced with Oracle, NetSuite, Zuora, QuickBooks, Workday, Enterprise Spend Mgmt System; DocuSign, Salesforce & TurboPay. Skilled in bank reconciliation, accounts payable and receivable. Specialize in financial statements preparation and conducting month-end closing processes. Efficient billing lead known for high productivity and proficient completion of tasks. Excel at communication, problem-solving, and time management to meet tight deadlines and ensure accuracy in billing processes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Life Insurance Producer
CP Advisors
Phoenix, AZ
01.2016 - Current
- Conducted client interviews to assess financial needs, analyze risk tolerance and recommend suitable products.
- Provided customer service support to existing clients regarding policy changes or claims processing.
- Identified potential opportunities for new business through networking events and referrals from other sources.
- Generated leads through cold calling, email campaigns and direct mailings.
- Organized seminars and workshops to educate the public on the importance of life insurance coverage.
- Assisted customers with completing forms accurately and submitting them on time.
- Followed up regularly with clients throughout the policy lifecycle.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
Billing Lead & Financial Analyst
US Bank [talech]
Arizona, USA
06.2018 - 04.2024
- Provided billing inquiry assistance to customers, resolving issues pertaining to invoices, payments and pricing
- Analyzed trends in financial performance to identify areas for improvement.
- Managed billing disputes by providing concise charge explanations, resolving issues promptly, and processing necessary refunds, credits, and adjustments
- Evaluated complex financial information from multiple sources to make sound recommendations.
- Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed.
- Efficiently managed all subscription-related tasks including renewals, cancellations and more.
- Streamlined recurring billing processes, maintained accuracy in invoicing, and tracked account balances for timely notification of overdue payments.
- Updated customer billing details such as payment methods and contact information
- Contributed to special projects involving subscription services and migrating the billing system from Netsuite to Zuora.
Education
Bachelor of Science - Accounting And Business Management
University of The West Indies, Mona
Jamaica02-2015
Skills
- Customer Service
- Oracle/NetSuite/Zuora
- Enterprise Spend Mgmt System
- DocuSign/Zendesk
- Salesforce
- Bank Reconciliation
- Accounts Payable
- Accounts Receivable
- Financial Statements preparation
- Month-end closing processes
- Collections Management
- QuickBooks proficiency
- Financial Recordkeeping/Reporting
Certification
State of Arizona, Life & Health Insurance License, 2016-Current
Timeline
Billing Lead & Financial Analyst
US Bank [talech]
06.2018 - 04.2024
Life Insurance Producer
CP Advisors
01.2016 - Current
Bachelor of Science - Accounting And Business Management
University of The West Indies, Mona
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