Working closely with established accounts to maintain and establish credit coverage with Euler Hermes. Ensuring that all proper paperwork is in good order to open new accounts, including but not limited to reviewing credit worthiness with Dun and Bradstreet and Euler Hermes. Reviewing and establishing vendor agreements with high volume accounts. Monitoring, approving and establishing any promo's or events and special pricing with accounts. Monthly account auditing to monitor credit limits and report any past dues on accounts to the collection department or the Euler Hermes.

I am affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term. I am licensed to sell insurance in: California, CA Insurance License Number 0E50562MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.

Duties include but not limited to: Recruitment, hiring and employee relations in all departments, screen, hire and maintain employee information. Interpreting policies and procedures to ensure company vision, mission and goals are achieved. Investigating and providing guidance on employee relations issues through progressive disciplinary process. Keep current with employment law and HR regulations to ensure regulatory compliance. Counseling and mentoring employees and Management team to provide impartial determination to employee issues and to seek an effective resolution. To post job openings, screen, interview, and match applicant with open positions, background and reference checks, extend offer and employee on-boarding. Ensuring compliance by providing proficient guidance of state and federal laws. Responsible for development, coordination and presentation of training programs for skilled employees.

Responsibilities consisted of open/maintain customer accounts, provided helpful customer service, and assisted in Payroll.

Helped managed operations in branch office. Handled all account paperwork processing.Entered data using ACT! for prospecting, marketing and creating mass mailing lists andprospect and client marketing. Helped plan and organize company functions such asseminars, business meetings and client appreciation dinners. Handled all administrativeduties to managing the branch office.

Responsibilities included providing assistance to the Financial Advisor by providingaccount information and quotes, setting up new accounts and securities, entering ordersafter tickets are signed by the Financial Advisor and processing deliveries and payments.Performing various administrative functions for the Financial Advisors and Branch orOperations Managers including but not limited to typing letters, forms, and reports fromrough draft, and mailing of correspondence for Financial Advisors. Also assisted withmarketing campaigns. Originates own correspondence on accounts with Financial Advisorapproval. The Client Associate establishes and maintains files to meet regulatoryrequirements, creates and produces reports and databases, and establishes and maintainsfiling and record keeping necessary to support sales efforts.

Daily office administration duties including overseeing appointment setting and schedules and processing deposits and transactions. Updating prospect and client data records, executing direct mail programs, assisting with planning seminars, and making follow-up phone calls to set or confirm appointments. Preparing a variety of reports for scheduled appointments and scheduling systematic contact activities.

Key responsibilities would include selling loans and insurance products; ensuringpaperwork for loan applications are complete and correct; working delinquent accounts,scheduling loan closings, processing transactions affecting customer accounts; processingloan applications; performing administrative tasks (such as cash drawer management, answertelephones, routine typing, order supplies and pay bills), and servicing accounts

Responsibilities included customer service, handling order tickets, cash handling andbasic administrative duties.

Responsibilities included cash handling, customer service, restocking shelves, knowingproduce and their codes, and scanning products. Also was a part time Mystery shopper andPrice and Compare shopper for Smiths.