Rayna Jobe Email & Phone Number

Respond to telephone inquiries and complaints using standard scripts and procedures. Gather information, research/resolve inquiries and log customer calls in relation to claims processing, billing, and premiums. Communicate appropriate options for resolution in a timely manner. Inform customers about services available and assess customer needs. Perform account maintenance and data entry, troubleshooting with resolution and client advocacy on a daily basis.

Respond to telephone inquiries and complaints using standard scripts and procedures. Gather information, research/resolve inquiries and log customer calls in relation to claims processing, billing, and premiums. Communicate appropriate options for resolution in a timely manner. Inform customers about services available and assess customer needs. Perform account maintenance and data entry, troubleshooting with resolution and client advocacy on a daily basis.

Assisted CPA with assembly of tax returns, performed clerical and receptionist duties, maintained schedule and calendar, assisted with account maintenance, filing, monthly profit and loss statements and data entry.

Daily office administration duties include overseeing appointment setting and schedules and processing deposits and transactions. Update prospect and client data records, execute direct mail programs, assist with planning seminars, and make follow-up phone calls to set or confirm appointments. Prepare a variety of reports for scheduled appointments and scheduling systematic contact activities. Ensured the office was in compliance with SEC standards as well as company standards and policies. Skills Microsoft Word, Windows 3.1, Windows 95/98/2000/2007/NT/Vista, Excel, Data Entry, Certified Taxes & Record Keeping, Cost Basis, Adobe

Diploma, Writing

Diploma

Activities and Societies: Served as President of the Adult Education, Essay Contest Winner 1st Place, Contributing Writer to the School.