Executive Assistant/Office Manager
Readied files for Insurance claim submission, worked along with technicians, sales personnel and vendors. Responsible for accounts payable, accounts receivables, payroll,bookkeeping, human resources, commissions, referrals, assisting Franchise Director and local C.E.O.; special projects as requested. Assist with inventory, shipping/receiving, reimbursements with sister companies, data entry, organizing flow of work environment (went from “weeks to months” to submit documents, to insurance companies, to “three days” on most files by second month of employment). Negotiated contracts, gaining savings to C.E.O.
Answer hundreds of telephone calls daily, issue credits, check invoices, count multiple banks, shipping and receiving, balance previous night’s records and conduct initial process of payroll for head bookkeeper, webmaster, various excel projects.
Contracts Manager/A/R Specialist
Worked with AIA Contractors Billing System and QuickBooks. Read proposed contracts, prepare billing set up and gain access to any required documentation IE: Notice to Owner, etc. Filed and completed all paperwork, notarized documents and worked with various companies and school boards. Collected monies, invoiced, credited and served as A/P. Printed checks as needed and made collection letters and calls. Traveled to assist executives in major company changes. Worked on estimates and helped with the billing and payroll for their small metal fabricating business when necessary.
Other work completed:
Worked with various billing systems/programs simultaneously such as SBT, CNX Express, Nimbus, Autobahn, FTP, IDS, Microsoft Word, Excel, Access, FrontPage 2000, Visio,PowerPoint and Crystal Reporting. Using three different Billing Systems: Created plan changes, contract length changes, updated customer account information for Premier Partners, executed deletion transactions, issued credits and/or refunds. Researched billing issues/inquiries for the Premier Partners with hundreds of accounts under them. Assisted management in automating most billing functions creating a paperless credit request form via FrontPage 2000 that tracked when the request was made and when it was completed. Created web-based forms for customer service, sales and various other departments. Company was ISO 9000 certified. Created the policies and procedures for Retail Billing and kept all changes and flow charts current and in line with ISO 9000 requirements. Trained all new Billing associates and led training for Customer Service and Sales Team leaders when new policies and/or procedures took affect. Traveled as needed to train management.
Assertiveness & Self Confidence