Victoria White: Sales Operations Underwriter in Fullerton, CA

- 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.

- 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