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Victoria White: Sales Operations Underwriter in Fullerton, CA

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Victoria White

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Sales Operations Underwriter
Fullerton | United States
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Interests
Roller skating
Snowboarding
Fishing
Swimming
Hiking
Industries
Bike
Golf
Dive
Creative Agencies
Fashion
Fishing
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Summary
Activity
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Work experience
Image Choice Administrators

Choice Administrators

Sales Operations Underwriter | 09/2020 - Current

- Review and evaluate new cases to determine all submission requirements are received and CalChoice and State Underwriting Guidelines are upheld. - Maintain case documents such as tax documents, payroll, enrollment forms, invoices, etc. in an organized and confidential manner. - Continually completing assigned tasks by the deadlines set by Sales Operations department for the effective month. - Averaging a 1.2 day turnaround time for new cases assigned to my desk. - Communicate with external and internal customers such as managers, brokers, sales reps and General Agencies via telephone or email regarding pending cases. - Working daily within company systems such as Pegasus, iManage, and Opportunity\ - Collaboratively work with different departments within the company such as: Customer Service, COBRA Representatives, Finance, Member Processing, and Sale. - Performing business tasks or functions as assigned.
Image USDA Natural Resource Conservation Service

USDA Natural Resource Conservation Service

Administrative Support Contractor | 01/2017 - 09/2020

- Perform clerical duties including; answering and directing phone calls, organizing and scheduling appointments, reviewing files and records to answer requests for information. - Ensure the process of a supply chain from order to shipment to billing. - Maintain adequate inventory, scheduling, and receiving shipments. - Oversee modifications and cancellations of Environmental Quality Incentive Program (EQIP) contracts in Protracts software. - Compile data and prepare a variety of reports to assist Area Resource Conservationists with management of Field Offices. - Support Area Resource Conservationist with organizing and coordinating training workshops for the Southern California Area. - Assisted in Area Office move from Riverside to San Bernardino to be completed in 2019.
Image California Earth Transport

California Earth Transport

Accounting Clerk | 07/2014 - 08/2016

- Created and distributed preliminary notices for customers - Entered customer freight bill data into QuickBooks software - Verified the accuracy of invoices and other accounting documents or records - Updated and maintained Accounts Receivable and Accounts Payable journals detailing financial business transactions - Reconciled records with internal company employees and management, or external vendors or customers - Recommended actions to resolve discrepancies
Education history
Image California Baptist University

California Baptist University

Bachelor of Science in Exercise Science

Image Santiago Canyon College

Santiago Canyon College

Associate of Science in Kinesiology

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1501 Lincoln Blvd.#1014 Venice, CA. 90291