Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
11
11
years of professional experience
Work History
Accountant
Blue Cross Blue Shield of Illinois
12.2021 - Current
Classified suppliers properly in Oracle using tax classifications
Created and maintained supplier profiles in Oracle
Ensured the accuracy of EFT transactions and Virtual Card Payments
Performing stops and reissues on bank-rejected payments
Reviewed vendor invoices for appropriate documentation and validity prior to payment
Guided and directed customers regarding electronic funds transfer status, requests, payments, and obligations associated with transactions
Managed and responded to correspondence and inquiries from customers and vendors
Insurance Account Representative
State Farm Insurance Inc
03.2017 - 12.2021
Monitored insurance claims to ensure equitable settlements
Collected information from clients about financial resources and needs to better understand their situations and select the best products
Sold policies such as automobile, life and property insurance to business and individuals
Accurately prepared and processed forms to change customer service levels
Presented and sold insurance products and services to new customers
Established strong customer and community relationships for long-term retention and continuous feed of new prospects
Executed administrative tasks such as handling policy renewals and maintaining records
Administrative Assistant
Lopez & Co, CPA’s
01.2014 - 02.2017
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
Maintained inventory of office supplies and placed orders
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions
Opened and properly distributed incoming mail to promote quicker response to client inquiries
Processed credit card payments and reconciled credit card statements for accuracy in accounting process
Strengthened financial operations by conducting bank reconciliations and financial reporting
Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
Education
Master of Accounting And Financial Management -
DeVry University
Chicago
10-2024
Bachelor of Science - Technical Management (Concentration: Accounting)
DeVry University
Chicago, IL
07.2021
Associate of Science - General Studies
City Colleges of Chicago
Chicago, IL
12.2015
Skills
Accounting and Bookkeeping
Quickbooks
Administrative Support
Client Relations
Attention to Detail
MS Office
Bilingual in Spanish
Dedicated Team Player
Timeline
Accountant
Blue Cross Blue Shield of Illinois
12.2021 - Current
Insurance Account Representative
State Farm Insurance Inc
03.2017 - 12.2021
Administrative Assistant
Lopez & Co, CPA’s
01.2014 - 02.2017
Master of Accounting And Financial Management -
DeVry University
Bachelor of Science - Technical Management (Concentration: Accounting)