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Aerotek At Transamerica Financial Advisors - Policy Insurance Processor Resume Example

Allison Flores

Service-oriented customer service with six year background in communication and sales. Core competencies include, production and processing, as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

  • Computers and Electronics 
  • Customer and Personal Service
  • Service Orientation
  • Production and Processing
  • Clerical
  • Active Listening
  • Speaking
  • Coordination
  • Administration and Management
  • Time Management
Policy Insurance Processor Apr 2015Jun 2015 Aerotek at Transamerica Financial Advisors St Petersburg, FL
  • Utilize multiple systems to search for information that is missing or incomplete in order to have up to date information on policy holders or beneficiaries.
  • Complete forms in accordance with company procedures
  • Correspond with insured or agent to obtain information or inform them account status or changes.
  • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.
  • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.
Administrative Assistant Oct 2014Apr 2015 Live Wire Electrical Service Inc. Largo, FL
  • Provided administrative support to the finance department
  • Responsible for billing, invoicing, reporting and photocopies of correspondence, documents, and other printed matter
  • Strong data entry for company reporting
  • Created, maintain, and enter information into databases
  • Communicated with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints
Tax Assistant Jan 2014May 2014 Ferreri Search at Boston Financial Group Clearwater, FL
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
  • Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns
  • Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures
  • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables
Status Clerk Dec 2012Nov 2013 Provest Inc. Tampa, FL
  • Used computers for various applications, such as database management or word processing.
  • Updated status of cases from the sheriffs/deputy office or process server; serving statements of claims, subpoenas, summonses, jury summonses, and other court orders.
  • Verified that the proper legal documentation have been served against law offenders.
  • Managed projects and contribute to team work
Data Entry Loan Clerk Mar 2012Jul 2012 Mortgage Investors Corporation St. Petersburg, FL
  • Verified and examine information and accuracy of loan application and closing documents
  • Filed and maintain loan records
  • Prepare and type loan applications, closing documents, legal documents, letters, forms, government notices, and checks, using computers.
  • Assemble and compile documents for loan closings, such as title abstracts, insurance forms, loan forms, and tax receipts.
Administrative Assistant Jul 2009Aug 2011 JBT Aero Technologies, Inc. Boston, MA
  • Able to communicate using a two-way radio
  • Followed safety regulations, which included all ground service equipment  
  •  Badge Coordinator for Homeland Security, Massport and TSA  by recording employee information, such as exemptions, transfers, and resignations
  • Responsible for daily, weekly and monthly reports for United and Southwest Airlines
  • Reviewed time sheets, wage computation, and other information to detect and reconcile payroll discrepancies.
  • Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
  • Keep track of leave time, such as vacation, personal, and sick leave, for employees.
  • Compile employee time, production, and payroll data from time sheets and other record
Purchasing Clerk Jul 2008Dec 2008 North Suffolk Mental Health Association, Inc Chelsea, MA
  • Prepared all daily work orders from work request forms, entered all completed work orders, maintained and updated the software-billing system
  • Determine if inventory quantities are sufficient for needs, ordering more materials when necessary
  • Responded to customer and supplier inquiries about order status, changes, or cancelations
  • Prepared, maintained, and reviewed purchasing files, reports and price lists
  • Compared prices, specifications, and delivery dates in order to determine the best bid among potential suppliers
Accounts Payable Coordinator Aug 2007Mar 2008 Winn Residential Boston, MA
  • Reviewed invoices and employee expense reports for appropriate documentation and approval prior to payment processing
  • Acted as liaison between corporate and local accounts payable teams
  • Matched invoices to checks,obtain all signatures for checks and distribute checks accordingly
  • Maintained files and documentation thoroughly and accurately, in accordance with company policy and accounting practices
  • Sort and distribute incoming mail
Debt Collector Jan 2006Jun 2007 Windham Professionals, Inc Somerville, MA
  • Locate and notify customers of delinquent accounts by mail and telephone to solicit payment
  • Advise customers of necessary actions and strategies for debt repayment
  • Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
  • Record information about financial status of customers and status of collection efforts
  • Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors
Loan Servicing Analyst May 2000Dec 2006 Deutsche Bank Berkshire Mortgage Boston, MA
  • Maintained a complex loan portfolio - Complexity included: credit enhanced loans, negotiated transactions/credit facilities, fixed rate, ARM.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives
  • Answer clients' questions about the purposes and details of financial plans and strategies
  • Manage client portfolios, keeping client plans up-to-date
  • Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Associates of Science : Travel & Tourism Bay State College Boston, MA Travel & Tourism
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Resume Details

This is a real resume for a Policy Insurance Processor in Largo, Florida with experience working for such companies as Aerotek At Transamerica Financial Advisors, Live Wire Electrical Service Inc, Ferreri Search At Boston Financial Group. This is one of the hundreds of Policy Insurance Processor resumes available on our site for free. Use these resumes as templates to get help creating the best Policy Insurance Processor resume.

Previous Companies:

  • Aerotek at Transamerica Financial Advisors
  • Live Wire Electrical Service Inc
  • Ferreri Search at Boston Financial Group

Previous Job Positions:

  • Policy Insurance Processor
  • Administrative Assistant
  • Tax Assistant
  • Status Clerk
  • Data Entry Loan Clerk


  • Bay State College

Level of Education:

  • Associates of Science

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