Leslie Bereck

Experience

• 

  Northwestern Mutual

  Jul 2011 - Jul 2012

  Administrative Assistant

   Completed and submitted life and disability insurance applications Provided client support for any inquiries with policy services Followed up with clients regarding medical exams for insurance and various forms needed to complete the underwriting process.  Created and improved templates for various purposes including meeting notes and fax cover sheets.  Called clients to schedule appointments for various types of meetings, and for their birthdays.  Performed resume screening and telephone interviews for my replacement.  Maintained client files and confidentiality as per Northwestern Mutual compliance regulations. Show less

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  Professional Graphics

  Jul 2012 - Jun 2013

  Office Assistant

   Accepted orders via telephone, fax, and e-mail.  Processed orders in Quickbooks.  Answered phone, took messages, and performed various other receptionist duties.  Improved sample filing system.  Placed orders for stock & office supplies, followed up with vendors to ensure timely delivery.

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  Master Image Printing

  Jul 2013 - Oct 2013

  Office Manager

   Assisted with the implementation of the company’s new ordering and accounting system, Xebra by Xetex. Created form templates in Xebra to the President’s specifications.  Processed, followed up on, and invoiced all customer orders in a timely fashion. Liaised with vendors to ensure that all orders were shipping on the proper days & to the proper locations. Assisted the President in learning the Xebra by Xetex system.  Used Microsoft Excel to maintain order records.

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  Prime Rehabilitation Services, Inc.

  Nov 2013 - Mar 2019

  Administrative Assistant Bookkeeper

  Developed a new payroll processing procedure using Microsoft Excel formulas, macros, and pivot tables, thereby reducing payroll processing time by one day. Created a method for breaking down Profit & Loss reports by customer using Microsoft Excel compound formulas and pivot tables. Used Microsoft Publisher to create "report cards" for our customers to use to market their facilities.Trained new employees on the CarePoint e-documentation system. Completed quarterly audits of CarePoint e-documentation files.Developed a system for identifying when incompatible medical billing codes had been billed together using Excel and MS Access.Generated XML file of employee data from multiple sources for successful upload into Optima Therapy Solutions software.Updated employee information tracking system from a large, unwieldy Excel file to an MS Access database, adding continuing education fund tracking.Served as the PRS Optima Business Intelligence programmer. Show less

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  Vertafore

  Mar 2019 - now

  Q2 2021 Vertafore Way Champion - We Love Insurance!

  • Data Integration Manager

    Nov 2021 - now

  • Data Integration Analyst I

    Mar 2019 - Nov 2021