Paula E. Smith Email & Phone Number

Santa Cruz, California

Insurance duties include: process clearance of incoming new applications, process incoming renewal applications, process endorsement requests, follow-up on diary items according to timeliness guidelines. Administrative duties include: take and maintain meeting notes, make follow-up calls on renewal applications not submitted and handle department mail. Customer service includes: internal customers Insurance Operations Department Underwriters, Underwriting Assistants and Insurance Operations Administrative Assistants. For my external customers I maintain my current book of business of 15 + Brokers.

Santa Cruz, California

Administrative Assistant duties include: answering phones, creating purchase orders, ordering office supplies and filing. Accounting duties include: AR/ AP, past due accounts, vendor invoices and reconciling customer accounts. This position reports directly to the Office Manager and company owners.

Santa Cruz, California

I reported to the Financial Administrator for cataloging and archiving year end close outs of financial statements and receipts. I also reported to the Marketing Director and maintained the company's Salesforce database for new customer research and development.

Sand City, California

Processed checks, credit cards and cash payments. Invoiced and maintained open orders. Processed credit applications. Receivables- contacted past due accounts. Answering phones, filing and purchasing supplies.

Santa Cruz, California

Processed payments and deposits. Updated customer accounts for each completed steam cleaning job. Organized invoices and receipts. Developed Human Resource files. Set up eBay and PayPal accounts to sell excess steam equipment online.

Associate Of Science - As, Business Administration

Undergraduate Certificate, Accounting

Certificate Of Training, Microsoft Word Advanced

Certificate Of Training, Microsoft Excel Advanced

Certificate Of Training, Microsoft Outlook