Ann Evans
Waipukurau,HKB
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
25
25
years of professional experience
Work History
ASSOCIATE ADVISER
Findex
05.2022 - Current
- Collaborate with cross-functional teams to ensure timely delivery of services and exceed client expectations.
- Attend client meetings. Produce, send and file necessary compliance documents required.
- Obtain illustrations; Enter client applications.
- Draft and task the Statement of Advice & Execution Only Request.
- Liaising with advisers, insurance providers, client service team and clients to move the application process along in a timely manner.
- Assign tasking to client service team.
- Take point on claims when needed.
CLIENT SERVICES OFFICER
Findex
07.2020 - 04.2022
- Administrative support to Risk Advisers.
- Enhanced customer satisfaction by resolving complex account issues and providing exceptional service.
- Liaising with insurance providers and clients
- Prepared written communications, reports and documents to ensure smooth operations.
CLIENT SERVICES OFFICER
Findex
05.2015 - 07.2020
- Provided general administrative support as needed.
- Database management
- Filing Company Annual Returns
- Processed and maintained new client Onboarding / AML Records..
ACCOUNT BROKER/RECEPTIONIST
Aon Insurance
02.2013 - 12.2014
- Administrative support to Senior Brokers
- Prepared and processed new policies and renewals
- Lodgement and claims
- Liaising with insurance providers and clients
- Prepared a variety of different written communications, reports and documents to ensure smooth operations
- Daily banking
- Reception
TINSLEY ISLAND OFFICE MANAGER
St Francis Yacht Club
05.2007 - 12.2009
- Produced daily, weekly, and monthly financial reports for head office
- Created a yearly, zero-based budget for Tinsley Island
- Revenue forecasting
- Approved, processed, and submitted - Invoicing, payables, payroll, and HR to head office
- Hotel management and coffee shop management
- Purchased and upgraded assets as needed
- Staff scheduling.
FINANCIAL SERVICES ANAYLST
The Press Democrat, Div. Of The New York Times
01.2002 - 06.2006
- Set up and maintained the database for the Advertising Management System
- Approved, processed and programmed new advertising rates and contracts
- Processed month-end close, journal entries and reconciled general ledger
- Revenue forecasting
- Liaised between Accounting, Advertising, ITS, Online, Operations and Prepress departments to develop solutions and accomplish shared objectives
- Collaborated with PBS system designers to have system inefficiency corrected with ad hoc interims and upgrades
- Built reports to identify issues and track products
- Analyzed figures, postings and documents to maintain accounting program accuracy
- Provided solutions to problems by creating and implementing new processes to improve flow and efficiency
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Proved successful working within tight deadlines and fast-paced atmosphere.
ACCOUNTS PAYABLE OFFICER
Autodesk, Inc.
01.2002 - 12.2002
- Processed payables for all the United States and Canadian offices
- Team of six processed $10-15 million per week
- Provided all professional correspondence on behalf of the department
- Processed all "Special Handling" accounts
- Researched and resolved all inquires and disputes.
A/R AND SALES & USE TAX SPECIALIST
Next Level Communications
01.1999 - 12.2002
- Maintained and prepared sales and use tax records for multi-state returns
- Accounts Receivable & credit and collection functions
- Posting an average of $30 million per month
- Reconciled general ledger accounts, process journal entries
- Created and maintained reports for senior management, auditors and sales department
- Revenue Forecasting
- Resolved customer and vendor inquiries, discrepancies and disputes
- Prepared a variety of different written communications, reports and documents to ensure smooth operations.
Education
Life, Disability, And Health Insurance
Radar
Associate of Science - Computer Science
Santa Rosa Junior College
Santa Rosa, CA01.2002
Skills
- Client Relationship Building
- Multitasking and Prioritization
- Efficient and Detail-Oriented
- Team-Oriented and willingness to learn and develop
- Excels under deadline pressure
- Creative Problem Solving
- Computer Proficiency Including Microsoft Suite, APS, YGM, Xplan, iManage
Timeline
ASSOCIATE ADVISER
Findex
05.2022 - Current
CLIENT SERVICES OFFICER
Findex
07.2020 - 04.2022
CLIENT SERVICES OFFICER
Findex
05.2015 - 07.2020
ACCOUNT BROKER/RECEPTIONIST
Aon Insurance
02.2013 - 12.2014
TINSLEY ISLAND OFFICE MANAGER
St Francis Yacht Club
05.2007 - 12.2009
FINANCIAL SERVICES ANAYLST
The Press Democrat, Div. Of The New York Times
01.2002 - 06.2006
ACCOUNTS PAYABLE OFFICER
Autodesk, Inc.
01.2002 - 12.2002
A/R AND SALES & USE TAX SPECIALIST
Next Level Communications
01.1999 - 12.2002
Life, Disability, And Health Insurance
Radar
Associate of Science - Computer Science
Santa Rosa Junior College
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