donna l thomas resume 04 23 2015_option2

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Donna L. Thomas 10020 E. 36 th Terrace South, Independence, MO 64052 (913)710-1805 [email protected] OBJECTIVE Proactive, highly skilled administration professional with twenty-five years’ hands-on experience in diverse office environments. Knowledgeable in current industry trends and technology. Ten years’ dedicated experience in the benefits, insurance and finance industries. Experienced communicator and team player. TECHNICAL SKILLS DOS Lotus DBASE Microsoft Office Microsoft Word Internet Explorer Fed Ex Power Ship UPS Maxi ship Salon Biz Software Maximizer Microsoft CRM Genelco AS-400 systems BUSINESS SKILLS Analysis and Reconciliation/Unit, System and Acceptance Test Production Support, Methods and Procedures, Customer Service, Training PROFESSIONAL EXPERIENCE The Lewer Companies, Kansas City, MO - May 2005 to Present Lewer Financial Advisors and Lewer Life Divisions, November 2005 to present New Business Administration and Policy Owner Services Coordinator Responsibilities include Process life and retirement insurance applications from point of sale to policy issue. Review of policies, input and maintain data in tracking systems, create and maintain policy files, forward application to underwriter, follow thru on requirements from underwriters, order Paramedical Services. Process daily ETF billing information, annual statements, process and deposit group, agency, and life insurance cash premiums for monthly and annual statements. Scan, upload and update monthly, quarterly and annual statements for variable business, reconcile system. Assist in keeping records up to date and identify potential customer follow – thru.

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Page 1: Donna L Thomas Resume 04 23 2015_Option2

Donna L. Thomas 10020 E. 36th Terrace South, Independence, MO 64052

(913)710-1805 [email protected]

OBJECTIVE

Proactive, highly skilled administration professional with twenty-five years’ hands-on experience in diverse office environments. Knowledgeable in current industry trends and technology. Ten years’ dedicated experience in the benefits, insurance and finance industries. Experienced communicator and team player.

TECHNICAL SKILLS

DOS Lotus DBASE Microsoft Office

Microsoft Word Internet Explorer Fed Ex Power Ship UPS Maxi ship

Salon Biz Software Maximizer Microsoft CRM Genelco AS-400 systems

BUSINESS SKILLS

Analysis and Reconciliation/Unit, System and Acceptance Test Production Support, Methods and Procedures, Customer Service, Training

PROFESSIONAL EXPERIENCE

The Lewer Companies, Kansas City, MO - May 2005 to PresentLewer Financial Advisors and Lewer Life Divisions, November 2005 to presentNew Business Administration and Policy Owner Services Coordinator Responsibilities include Process life and retirement insurance applications from point of sale to policy issue. Review of policies, input and maintain data in tracking systems, create and maintain policy files, forward application to underwriter, follow thru on requirements from underwriters, order Paramedical Services. Process daily ETF billing information, annual statements, process and deposit group, agency, and life insurance cash premiums for monthly and annual statements. Scan, upload and update monthly, quarterly and annual statements for variable business, reconcile system. Assist in keeping records up to date and identify potential customer follow – thru. Process full and partial surrenders, policy loans, supplemental contracts, rollovers, 1035’s, maturities and death Claims. LewerMark Division, May 2005 to November 2005Student Insurance Enrollment RepresentativeResponsibilities include enroll, invoice and apply payments for International Student Insurance Programs on a nationwide scale. Define requirements and create an on-line enrollment system to enable High Schools/Universities to participate in a contemporary atmosphere.

Par Exsalonce Salon and Day Spa, Overland Park, KS - September 2001 to May 2005Salon Coordinator / Team Leader / Office ManagerResponsibilities include management, communication, staffing productivity and profitability. Working knowledge of all positions, operation systems, policies and procedures to support service standards and commitment to customer care by leading, motivating and guiding staff members to achieve personal and professional goals.

Paddock Productions, Kansas City, MO - October 1994 to February 1996Assistant Office ManagerResponsibilities include operational coordination during creation of multi-media commercials and advertisement, including but not limited to scheduling resources of facilities, client support, distribution and traffic coordination and support of staff in photo shoots.

Page 2: Donna L Thomas Resume 04 23 2015_Option2

Electronic Data Systems, Piscataway, NJ - April 1983 to May 1987Administrative Assistant, AT&T, May 1986 to May 1987Responsibilities include support managers and personnel associated with the AT&T Metered Telephone System / WATS 800 accounts and understand and implement all corporate policies and procedures. Duties included phones, maintaining files, processing expense reports, salary administration, new hire processing, review and resolve problems with financial reports and profit and loss statements. Coordinated the monthly billable, created the customer invoice and interfaced with the corporate financial group.

Loan Research Analyst, USDA, Overland Park, KS - October 1984 to May 1986Responsibilities include research and resolve loans made to the cotton producers by the United States Department of Agriculture, USDA. Duties included coordinating and corresponding with all offices of the USDA nationwide, quality control of system and department output, managing customer inquiry and maintaining customer relations, monitoring USDA storage payments on producer loans and to update and reconcile an account receivable and payable system. Worked on the initial implementation of the Loan Research Department; included system analysis, requirements, methods and procedures and training. Special projects included the development and implementation of procedures to quality control storage payments and the development of a tracking and control system for document handling.

Business Relations Analyst, USDA, Overland Park, KS - May 1984 to October 1984Responsibilities included monitoring invoice and payment functions for warehouse storage, resolution of disputed invoices, and communication with all offices of the USDA and error correction related to data processing. Duties included identification of incorrect storage payments, creating manual recovery invoices, and monitoring accounts receivable.

Microfilm Technician, USDA, Overland Park, KS - April 1983 – May 1984Responsibilities included batching; activating and microfilming documents submitted for processing. Worked on a special project to process and monitor 3.5 million bales of cotton under the Payment In Kind (PIK) Program for the USDA.

EDUCATION

Raytown High School, Raytown, MO 1978Member of National Honor Society

Southwest Missouri State University, Springfield, MO 1979Nine credit hours, 3.0 GPA

Collin County Community College, Plano, TX 1991 – 1992Twelve credit hours, 4.0 GPA

References: Available upon request