Bike

Golf

Dive

Creative Agencies

Fashion

Fishing

Lifestyle

Outdoor

Skate

Snow

Streetwear

Surf

Swim

Tech

Triathlon

Wake

Yoga

Health & Fitness

Roller skating

Snowboarding

Swimming

Hiking

Sales Operations Underwriter

Logistics, Shipping & Operations

Highly organized and detail-oriented individual who knows how to manage overlapping projects, keep track of
deadlines, and efficiently use my time. I am a strong analytical thinker with problem-solving skills and
mathematical abilities but am also a great communicator. I take the initiative and am able to identify opportunities
for improvement. I am proficient in Microsoft Office.

- 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.

- 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.


Administrative Support Contractor

- 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

Accounting Clerk

Find out detailed information about Victoria White, Sales Operations Underwriter in Fullerton, CA

Victoria White: Sales Operations Underwriter in Fullerton, CA