Lisa

Posted on: 2010-05-20

Education

Bachelor of Business Administration                                                            Present

American InterContinental University                                                     Weston, FL

• Concentration in Psychology and Organizational Development
• Expected Graduation Date:  March 2013

Associate of Arts in Business Administration                                   March 2010

American InterContinental University                                                     Weston, FL

Summary of Qualifications

• Bookkeeping and Accounting Skills gained through several years of experience
• Typing accuracy and speed of 51 WPM
• Language fluency in English & Spanish, French
• Ability to easily translate documents from English to Spanish and Spanish to English
• Florida State Insurance and Real Estate certifications, 215 Life/Health, 440 License certifications
• Proficient with most current computer MS software programs and technologies as well word processing equipment

Professional Experience

Self Employed- Sub Contractor                                                                      09/2008- 01/2009

Independent Agent                                                                                Miami, Florida

• Served as New Business Development Manager, Director of Sales, and Comptroller for Lionheart Insurance and Solutions Insurance Group
• Successfully sold commercial property and casualty insurance producing monthly commissionable sales in excess of $8,000.00.
• Composed typed documentation, PowerPoint presentations, and sales presentations for myself and other company sales representatives 
• Generated vendor payments, accounts receivable collections, applications of payments to customer accounts,  general ledger entries, and sales journal entries
• Generated commission payments, reports, 1099 tax forms, and payroll accounting methods and procedures
• Maintained files and retrieved information in files to prepare reports and to maintain records

Management Trainee/Cashier                                                                       3/2008 – 9/2008

Publix Supermarkets, Inc.                                                                      Boca Raton, FL 

• Responsibly handled sales and customer service
• Managed daily cash handling duties and reconciliations
• Greeted customers in a positive and friendly manner
• Helped in the daily store organization

Self Employed-Business Manager                                                     8/2006 – 3/2008 

Independent Insurance Sales and Claims Management                            Miami, Florida

• Contracted by companies such as Insurance Agent Guardian and Home Life Saver to effectively market and sell life and health insurance products to customers
• Provided claims management and adjusting services to customers
• Effectively typed, filed and provided maintenance of office files and preparation of reports from file information
• Managed processing of  insurance related forms, accord forms and reports

Commercial Account Specialist Manager                                          3/2007 – 7/2007

AON Risk Services of Florida                                                                            Miami, FL

• Maintained client relations, and database files.  Provided customer service to clients
• Managed processing of  insurance related accord forms and reports
• Composed typed letters and presented group projects at company meetings
• Created correspondence, PowerPoint presentations, and sales presentations for company sales representatives
• Generated vendor payments and accounts receivable collections, generated application of payments to customer accounts, posted general ledger, and sales journal entries

Insurance Independent Agent                                                                       1/2000 – 3/2007  

Home Lifesaver Insurance/Guardian Insurance                                       Miami, FL

• Successfully marketed and sold insurance life and health products
• Increased sales production by 30% in the  by producing commissionable sales of over  $65,000 per year
• Worked daily with insurance claims management, adjusting and office management
• Typing, filing, general office administrative work was also included on a daily basis
• Generated vendor payments and accounts receivables, collections and applied payments to customer accounts, general ledger, and sales journal entries
• Maintained files and retrieved information in files to prepare reports and to maintain records
• Processing of insurance related forms, accords and reports

Workers Compensation Adjuster                                                      6/1999 –12/1999  

 City of Miami Risk Management Division                                              Miami, FL

• Successfully responsible for Insurance claims processing and payments for city employees, along with typing and daily database management and follow up
• Processed insurance related forms, settlements, and reports
• Dealt effectively with others in many levels of management and attorneys in a team environment to complete projects and obtain favorable settlements for the company

Property Adjuster, Comptroller, President                                       03/1992-03/1999  

East Coast Public Adjusters, Inc.                                                                        Miami, FL

• Adjusting and negotiating property insurance claims
• Completed inventories and building estimates, conducted claim analysis and negotiate settlements with insurance companies
• Performed administrative and bookkeeping duties
• Represented company in litigation proceedings and company negotiations