Jesse Waldrop Email & Phone Number

Akron, Ohio, United States

Kinsman, Oh

Cortland, Ohio

Cortland, Ohio

I worked with the Medicare Solutions department signing first time Medicare recipients up as well as advising current recipients if their current plans are adequate for their individual needs.

Cortland, Ohio

I helped prep samples of the product for internal sales representatives to hand out to potential clients. My main responsibility was to pick orders that are received to ship out to current clients. I had to be very meticulous and make sure I picked the right product, that it was the correct quantity, correct sku number, and after I made the shipping label I made sure to have all orders that were received by 2pm out the same day. I also received shipments from our sister companies and our vendors. With those I had to count everything and make sure the product skus and numbers matched up with what we were supposed to receive. If it was correct then I email our orders department with the invoice. If it wasn't correct then I had to fill out a picking slip with the discrepancies and email it along with the invoice to the orders department. Skills UsedAccuracy, attention to detail, computer/email

Newton Falls, Ohio

I offered to help Kim's (my old boss from IPI) dad, Lee, do taxes since he was short staffed this year, and took care of all tax walk-ins. I would get all of their tax documents and assess them. After looking them over I would input all of their data into the system. For new clients I would have to make their folder by obtaining a copy of everyone in the household's drivers license (if applicable), copies of their social security cards, and health insurance copies. I was taught how to process basic W-2 tax forms, personal business tax forms, and also how to itemize. I made sure to make copies of everything after I was done. Accomplishments Obtained my tax license Skills Used Computer, math, accounting, communication, data input

Warren, Ohio

I assisted a financial advisor, Kim Powell. I scheduled and confirmed all appointments with clients, filled out paperwork for life insurance, annuities, IRAs, 401ks, ect., made sure accounts were opened properly, kept up on current stock market fluctuations, and completed all office duties such as mailing, faxing, scanning, copying, and sorting documents. The systems I used daily were Microsoft Outlook, Excel, Word, Sage, ADP, CRM, Redtail, Morningstar, Lazerapp, Marketing Library, AS400, and Netx360. Skills Used Computer, literacy, communication, organization, attention to detail, punctuality, and interpersonal skills

Evansville, Wi

I was a Sales Team Member under Jeff Farnsworth-Agent. I did cold calls while utilizing prospect leads and lists provided by State Farm. I had written many policies for home, auto, and as well as focusing on customer's banking needs. The programs I mainly used were ABS and Prospector+ to organize and find customers and their policies. I also used Microsoft Lync and Outlook daily, and I am very well trained with both. I used a fax machine, copier, and printer daily. I also did mass mailing. I have evaluated and submitted many refinance and loan applications for customers on auto, home, boats, ect. I also have taken payments over the phone, with credit cards, checks, ect. I was taught how to set up checking, savings, and credit card accounts through State Farm Bank. I had also done bank deposits for the office. Accomplishments I am licensed in Property & Casualty as well as Life & Accidental/Health Insurance

Newville, Wi

Responsibilities I would hand pack prescription medication for elderly homes. I would have to make sure I was packing the right drug, the right dosage, and the right amount to send out to the homes. I was taught how to print off prescription labels using QS1. I was able to change the brand of medications used, quantity, ect. using the QS1 program. I learned how to use a packing machine to pack medications much faster in bulk. Skills Used Math, precision, computer

Janesville, Wi

I made drinks, made sure everyone was satisfied, and handled money accordingly. I also cleaned and made sure the beer cooler remained stocked.

Whitewater, Wi

I was in charge of making upgrade calls to current customers in regards to their generators. Once I set the appointment I would find an electrician to do the job. I would email them the necessary paperwork to fill out for mileage and time spent on the job. Once they completed the job they had to send back the old parts along with a picture of the new installation and their filled out paperwork. I would then scan in the paperwork and send to my supervisor to get approved for their payment. I would create a file and keep everything for our records. Then after a week I would follow up with the current customer for a satisfaction inquiry. I would make sure to document everything in AS 400.

Janesville/Beloit, Wisconsin Area

I worked at a branch of Baxter called Biolife Plasma Services. There we collected plasma to make into medicines and such. I was certified in two areas: Certified Medical Historian• process donors by accurately taking a blood sample to test their iron and protein as well as testing their vitals (i.e. temperature, blood pressure, and pulse) to determine if they are within the acceptable ranges.• When new, extended, or regular donors need to have physicals done and/or their charts created/updated we are in charge of making sure their information is correct and up to date.• In the evening we are to clean our processing stations by following strict guidelines and protocols. We were to clean our computers, Hematistats, Safepettes, Welch-Allyns, counter tops, and stock supplies (I.e. gauze, lancets, alchohol pads, bandaids, and capillary tubes.)• We are to be educated and kept up to date on all company policy changes, add-ons, and quarterly trainings. • We had to be computer proficient since we were to imput all donor vital information into our database to ensure everything was done correctly and effectively. Certified Receptionist • The receptionist is in charge of making appointments, answering phone calls, and ensuring each donor is treated with excellent customer service. • We make all first appointments for donors and help them set up their accounts. • When answering phones we were to follow strict guidelines on what we can and can't say over the phone. I.e. Pre-screening process that our certified nurses were only allowed to handle in person for confidentiality reasons.

Madison, Wisconsin Area

• Managing and balancing the sales book is to be completed every night.• Managing shipping and receiving invoices was to be done weekly. • When making schedules I have to make sure that I stick to the amount of hours that I am alotted to give my part timers based on weekly sales and to not go over on hours. • I have experience doing cycle counts as well as bulk counts (counting inventory to make sure it is correct.) • I am to make my daily sales goal as well as make sure the store is on track to make it's daily goal as well. • I am to make all three of my SoPs monthly, and make sure the store is on track for it's SoPs. (SoPs being our quotas we had to meet. I.e. sock quota, accessory quota, and multiple shoe sales.) • I count registers in the morning if I open to make sure that there is consistantly $300 in each register every morning. If I am closing I also count down the registers and make sure that I am depositing the right amount every night. • I am also in charge of giving out employee discounts and figuring out precise percentages to be taken off of merchandise. • I have extensive experience with doing payroll for all employees since I have done it nearly every Saterday evening since becoming Assistant Manager.

Newville, Wisconsin Area

• When on front counter I have been responsible for helping customers and cashing out orders. I know how to work a cash register with ease. I’m responsible for also handing out food and drink orders as well as making coffee and teas. I also go out to lobby and rearrange furniture and clean tables, counters, the drink station, and the bathrooms.• I also have been responsible for the drive-thru with meeting certain times with handing out food.• I also know proper procedures when working in the grill area. I’ve been responsible for cooking and assembling the food, while meeting specified times for doing so. I also know procedures in cleaning the grill area and mopping floors.

Milton, Wisconsin Area

• My main part of this job was to clean tables, counters, chairs, and other appliances.• I was also in charge of rearranging furniture if guests needed most space.• Occasionally I helped with doing the dishes in the kitchen.• I served sodas, soups, and salads to customers.

Bachelor Of Science - Bs, Molecular Biology

College Credit, Philosophy

Activities and Societies: None

High School Diploma, Calculus, Social Sciences, Advanced English

Activities and Societies: Spanish Club, Math Club