Lisa O'Connor Email & Phone Number

* Represent the Company on issues related to customer support operations, serve as primary contact and customer liaison for assigned accounts and resolve all customer issues, problems, inquiries and request in a timely, accurate and professional manner.* Process all orders received (new/existing licenses, monthly/annual support, training/consulting, other) in an expeditious manner.* Ensure accuracy of information input into the system (ISIS) and adherence to order entry processes and procedures.* Monitor data coming out of order processing system (ISIS) and be certain it is correct.* Assist sales department in price quotes and customer interaction as required.* To communicate with assigned customers to ensure needs are being met on an on-going basis.

* Prepared and distributed monthly quotes for the Canada and United States sales regions.* Responsible for forecasting support renewal revenue dollars.* Met or exceeded monthly, quarterly and annual support renewal revenue targets.* Interfaced and coordinated with internal/external business partners such as Legal, Price Desk, Finance and Purchasing Department.* Emailed/phoned customers to review maintenance agreements, up sell support levels and negotiate support pricing.* Worked directly with Technical Support to reinstate maintenance contracts to unsupported customers.* Track and coordinate the RFP process for the Canadian government customer base.

* Accepted, verified, processed and invoiced all sales orders for the United States direct sales channel.* Developed thorough understanding of the Company sales policies and guidelines.* Responsible for tracking and maintaining the accuracy in corporate database systems.* Entered orders into the order log and reconciled revenue discrepancies with regions and accounting.* Contacted the service regions regarding order requirements, including customer purchase orders, pricing and contracts. * Reviewed and reconciled all monthly reporting and assignments as designated by the Manager.

* Processed all other party liability (Industrial and Motor Vehicle) billing.* Daily telephone contact with attorneys, insurance companies and patients.* Responsible for obtaining all insurance information and entering data into computer system in order to complete the medical billing process.

* Responsible for interviewing patients to obtain medical and insurance information in order to input data into computer system.

* Managed the calculation of Reinsurance Recoveries including the processing of reinsurance checks for all commercial products.* Coordinated the recovery of reinsurance payments and related claim information between American Mutual and 57 state guaranty associations/liquidation bureaus.* Provided management administrative assistance in the production of specialized reports to support the company's reinsurance program.* Maintained a PC-based diary system of reinsurance history and claim payment information.* Investigated and processed to completion assigned Massachusetts workers' compensation claims. Included the authorization of medical payments up to $3000.

* Responsible for the input of new workers' compensation and liability claim registrations.* Prepared and executed check runs for payment of workers' compensation and liability benefits including related attorney and medical bills.

* Developed the coding for new liability claim registrations.* Verified the accuracy of all outgoing checks.* Balanced claim closure information.

Education record

* Accounting 1

Diploma