Lisa Allyson

Benefits Representative

August 2011 to February 2012

• Multi-tasked and prioritized workflows
• Answered incoming calls in a prompt professional matter while meeting performance standards
• Extended quality service to clients by providing knowledgeable coverage information and assisting with additional inquiries
• Initiated claims and provided subsequent status information
• Maintained key performance indicators, meeting standards set for the position
• Composed written responses to customers inquiries

Sales Appointment Coordinator

November 2010 to July 2011

• Set appointments for outside sales representatives
• Managed leads for inventory control, cash control and interview surveys
• Managed call backs or follow-up appointments,
• Assisted the zone management team in scheduling any number of sales reps

Shipping and Receiving Clerk

August 2010 to January 2011

• Verified and kept records on incoming and outgoing shipments and prepared items for shipment
• Compared identifying information and counts, weighs, or measures items of incoming and outgoing shipments to verify information against bills of invoices, orders, or other records.
• Attached shipping labels on packed cartons identifying shipping information on cartons, using equipment

Accounting Assistant

March 2010 to August 2010

• Received and verified invoices and requisitions for goods and services
• Verified that transactions comply with financial policies and procedures
• Prepared batches of invoices for data entry
• Data enter invoices for payment
• Processed backup reports after data entry
• Managed the weekly checks run
• Recorded all checks
• Prepared vendor checks for mailing
• Listed all vendor checks in the log book
• Maintained listing of accounts payable
• Maintained the general ledger
• Maintained updated vendor files and files number
• Printed and distributed monthly financial reports

Sales Representative

September 2009 to February 2010

• Demonstrated the ability to carry on a business conversation with business owners and decision makers.
• Developed a database of qualified leads through referrals, telephone canvassing, face to face cold calling on business owners, direct mail, email, and networking.
• Maintained accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities within their assigned territory.
• Adhered to all company policies, procedures and business ethics codes and ensured that they were communicated and implemented within the team.

Office Administration

September 2007 to September 2009

• Created letterheads, memos, and work schedules for a department of 100 employees
• Assisted with answering telephone calls and meeting schedules
• Assisted with payroll, calculating entries for timesheets and monthly invoices
• Assisted with development and editing (as required) site specific posted work orders
• Created various spreadsheets as required relating to employees performance, attendance, punctuality and schedules
• Completed all proper paperwork for new hires, pay increases, department changes