You are on page 1of 3

________________________________________________________________________ Andrea E. Kobela 105 Barbour Road * New Britain, Connecticut 06053 Phone: 860.229.9701 * Email: ak123420a@westpost.

net ________________________________________________________________________ Profile Solid experience in analysis/research/problem solving. Strong oral and written communication skills. Comfortable training new employees. Learns new products/software quickly, usually without formal training. Organized, self-starter and team player. Computer skills include Microsoft Word, Outlook, Excel, Lotus Notes, Access and Powerpoint. ________________________________________________________________________ Accomplishments * Maintains excellent rapport with clients and with internal and external business partners and can generally resolve questions when management is out of the office. * Consistently processes Client paperwork and/or Audit requests from our Broker/Dealer and questions for external companies on time or ahead of scheduled. * Easily handles diverse workload - moves from direct client support to paperwork. Deals with financial insurance and medical insurance companies. Works on typing standard letters to creating excel spreadsheet presentations. _____________________________________________________________ Employment Mercury Wealth Management May 2006 to present Administrative Assistant (4 years) * Support Senior Vice President in selling Financial Products * Prepare quotes and fill out applications for term life insurance, business insurance and fixed and variable annuity products. Sets up mutual fund accounts based on company provided forms and requirements. * Solicit quotes from multiple health insurance organizations for small businesses employee insurance. Use rates and plan descriptions to generate presentations so clients can choose the best coverage for their employees at the best price. * Daily Customer service support to clients to answer their questions and resolve issues with health insurance or investment products. * Process paperwork for change requests (name and address, beneficiaries and fund transfers) in addition to adding or withdrawing funds from

current accounts. * Reconcile anticipated vs received commissions on a monthly basis using Access. * Prepare various financial reports using software provided (such as Principia) or internet searches along with excel. * Maintain client files, order supplies, answer the phone and daily use of Microsoft Word and Excel in addition of Outlook email to communicate with clients. The Hartford 1974 to 12/2005 Business Consultant, Actuarial Department (18 years) * Prioritized/assigned all work of team of three in order to avoid fines. * Provided training to team members, was heavily involved in annual review process and interviewing of potential new employees. * Provided detail premium and loss information to Tax Department and Loss Control Department to assist them in meeting their reporting needs, including support of State-mandated audits by external auditors using Eztrev Plus. * Led team in filing Workers' Compensation premium and loss aggregate information to State Rating Bureaus for ratemaking purposes includes detailed research of workers' compensation claims to verify medical and indemnity payments using output from a mainframe production system and adhoc reports generated using Eztrev Plus. Programmer Analyst, supporting Actuarial Department (8 years) * Worked up from trainee to analyst/team leader over eight years * Led team of seven other programmers. * Worked with users to define requirements, prioritize work along with keeping production system running smoothly and within budget. Secretary, Investment Department (5 years) * Prepared reports for financial meetings with high-level officers regarding purchases/sales within Bond portfolio. * Performed variety of office duties such as phone, mail and typing. ________________________________________________________________________ Education/Training -Morse Business School, Hartford, CT - One year of secretarial training -Eight week programmer training class and several computer classes at The Hartford ________________________________________________________________________

References Business References * Michael A. Radler, Senior Vice President, Mecury Wealth Management, One Darling Drive, Avon, CT 06001 Phone (860) 677-8355 Personal References * Helena Cardoso, Wethersfield, CT Phone (860) 529-0823 * Karen White, Plymouth, WI Phone (920) 893-5120

You might also like