Career objective
To move into a role to develop my experience, interest and aptitude in accounts and administration. I can add value to my employer with my broader experience and post-graduate study.
Profile
• Over three years of experience in trust accounts and administration in Melbourne with EA Insurance and First Priority Financial Services.
• Master of Practising Accounting at Monash University.
• Two and a half years in accounting and administration in China and with First Priority Financial Services, Melbourne.
• Five years handling international export documentation in China.
• English and Mandarin speaking
Education
2006: Tier 1 Compliant ASIC RG 146, Australia and New Zealand Institute of Insurance and Finance.
Jul 2003 – Jul 2005: Monash University, Master of Professional Accounting.
1995: Dalian University of Foreign Languages, China
Bachelor of Arts, majoring in English & International Business.
Employment History
September 2009 – present: EA Insurance (Box Hill) – Insurance Officer
• cash & cheque handling, including operating register, EFTPOS transaction, balancing and banking in;
• data entry, monthly closing accounts, accounts reconciliation, account payable and receivable;
• trust account management and assist the accountant for auditing
• Professional insurance advice and services to Christian organisations across Australia to obtain relevant commercial, public liability and travel insurance. Prepare documentation for relevant insurance policies, claims and correspondence for Industrial Special Risks, Motor Vehicle insurance and Mission Travel insurance.
• Process new business, endorsement, renewal, cancellation and Certificate of Currency.
• Claims handling and liaising with clients and underwriters.
• General business duties (eg client inquiries, manage client database, filing and checking insurance documents) to ensure smooth running of small insurance office.
August 2007 – September 2009 Allianz Insurance Limited (Melbourne) – Support Service Underwriter
October 2005 – August 2007 Responsible for:
• commercial underwriting support, certificate currency, renewal, endorsement, cancellation;
• underwriting business pack, trade and services pack, farm pack, retail pack, commercial motor insurance policies;
• internal & external policy operation & customer service support;
• daily correspondence and telephone inquiries from Allianz Business Distribution Managers, underwriters, Accounts and external brokers.
• incoming correspondence mailbox and allocate to team members.
• uploading EDI errors.
First Priority Financial Services Pty Ltd (Melbourne) – Finance Officer & Underwriter
Responsible for:
• cash & cheque handling, including operating register, EFTPOS transaction, balancing and banking in;
• data entry, monthly closing accounts, accounts reconciliation, account payable and receivable;
• trust account management and funds transfer and allocation;
• proficient in WinBEAT software to generate tax invoices, tax schedules, policies and monthly closing reports;
• claims handling and liaising with clients and underwriters;
• domestic and commercial insurance: quoting, policy converting and closing;
• maintain Excel spreadsheets recording agent’s commissions and special payments; and
• demonstrated initiative by improving the previous reporting system of “accruals basis” to now record actual sales revenues to reflect end transactions.
Dec 2001 – Jun 2002 Taimeng Group (China) – Accounts Payable & Receivable trainee
Duties: Responsible for:
• cash flow in and out, bookkeeping, subsidiary ledger account and bank statement reconciliation;
• accounts payable & receivable: matching accounts payable with tax invoices, delivery orders, insurance policy cover and reconciling accounts.
Jul 1994 – Apr 2001 Liaoning Arts & Crafts Imp. & Exp. Corp (China) – Bookkeeper
Duties: Responsible for:
• processing Export and Import documentation to comply with internal and external processes;
• liaising with Chief Accountant and providing contracts, shipping orders and invoices to the Accounting Department;
• producing monthly cash flow accounts, ledger journals and reconciliations for subsidiary as input into Profit & Loss Statement and general ledger.
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