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    RC Services, LLC/CRC Claims Service, Inc., Bradenton, FL (Part-Time From Home)

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    Holly Morris
    Holly Morris has over 30 years of experience providing administrative support and transcription services for accounting firms, law offices, and insurance companies. She has extensive experience with tax preparation software, Microsoft Office, bookkeeping programs, and legal document management systems. References are available from her former employers who can attest to her strong work ethic and high-quality work product.

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    RC Services, LLC/CRC Claims Service, Inc., Bradenton, FL (Part-Time From Home)

    Uploaded by

    Holly Morris
    70 views2 pages
    Holly Morris has over 30 years of experience providing administrative support and transcription services for accounting firms, law offices, and insurance companies. She has extensive experience with tax preparation software, Microsoft Office, bookkeeping programs, and legal document management systems. References are available from her former employers who can attest to her strong work ethic and high-quality work product.

    Original Title

    H. Morris-Resume 2021

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    Holly Morris has over 30 years of experience providing administrative support and transcription services for accounting firms, law offices, and insurance companies. She has extensive experience with tax preparation software, Microsoft Office, bookkeeping programs, and legal document management systems. References are available from her former employers who can attest to her strong work ethic and high-quality work product.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    70 views2 pages

    RC Services, LLC/CRC Claims Service, Inc., Bradenton, FL (Part-Time From Home)

    Uploaded by

    Holly Morris
    Holly Morris has over 30 years of experience providing administrative support and transcription services for accounting firms, law offices, and insurance companies. She has extensive experience with tax preparation software, Microsoft Office, bookkeeping programs, and legal document management systems. References are available from her former employers who can attest to her strong work ethic and high-quality work product.

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    Holly Morris

    [email protected]
    285 QUINCY AVENUE, #1
    BRAINTREE, MA 02184
    617-365-1385

    Professional Experience

    RC SERVICES, LLC/CRC CLAIMS SERVICE, INC., BRADENTON, FL (part-time from home)


    Insurance Transcriptionist September 2006 – October 2011 &
    January 2013 to Present

     Type various reports for insurance adjusters, searched database for driver information and address
    verification, type BI Evaluation forms. Transcribed reports transmitted digitally via e-mail for insurance
    adjusters, including payment requests, surcharge information sheets, photos, entering notes and billing/time
    into Filetrac database.

     Work at home for owner transcribing reports, including auto accident, property damage, personal injury and
    other insurance claims. Dictation is transmitted digitally via internet and transcribed using Sound Organizer.

    LAWRENCE CZECH, CPA, BRAINTREE, MA (part-time)


    Administrative Assistant January 2018 to August 2020

     In preparation of tax season, printed organizers for approximately 450 clients, logged clients into a
    spreadsheet, created folders, followed-up with clients for missing documents or licenses, entered documents
    into ProSeries Accounting Software, scanned all documents and prepared for mailing. In addition, entered
    bank statements and reconciled each month, created and edited spreadsheets, entered time into Quickbooks,
    printed and mailed invoices, maintained and backed-up client files, as well as answered incoming calls, and
    ordered supplies and other tasks as needed.

    SMELOFF & ASSOCIATES, MILTON, MA (part-time)


    Legal Administrative Assistant – Bankruptcy Dept. January 2017 – June 2018

     Prepared client documents for Chapter 7 and Chapter 13 bankruptcies and built petitions, researched and
    printed deeds, recorded mortgages, homesteads, liens, values from registry of deeds; researched and print
    vehicle values using Nada; ran credit reports, followed-up with clients for outstanding documents, credit
    counseling course management, maintained calendar for scheduling 341 hearings, mailed 341 hearing letters
    to clients notifying of upcoming hearing dates, sent documents to trustees according to tracking sheet in
    preparation of 341 hearings, maintained client database, including scanning all documents and uploading
    into database; contacted law firms for current foreclosure sales and entered into foreclosure watch list,
    maintained Excel spreadsheets, including monthly client report detailing total new clients, chapter filed.
    Other duties included faxing, copying, scanning and typing letters and various correspondence.

    THOMAS ASHMANSKAS, CPA, QUINCY, MA (part-time)


    Administrative Assistant September 1997 – June 2015

     Typed letters, invoices, financial reports, data entry, processed payroll, entered and prepared individual,
    corporate, federal and state income tax returns, bank reconciliations, created and edited spreadsheets,
    answered client phone calls, maintained and backed-up client files, as well as troubleshot computer issues.
    Responsible for setting up all vendor and payroll clients into Quickbooks from
    SMITH & BRINK, P.C., QUINCY, MA (part-time)
    Word Processing Specialist November 1998 – August 2002

     Worked in word processing department transcribing legal documents, including letters, pleadings, deposition
    summaries, examinations under oath, with particular focus on insurance fraud, general casualty and special
    investigations claims; back-up for receptionist as needed and other general office duties.

    Education

    NEWBURY JUNIOR COLLEGE, BRAINTREE, MA


    Word Processing Concepts May 1985

    Completed coursework towards Word Processing Certificate

    RANDOLPH HIGH SCHOOL, RANDOLPH, MA

    Completed coursework towards Business Courses Graduated 1984

    Skills

    √ ATX Tax Software √ QuickBooks 2007 through 2019 (minimal QB Online)


    √ Excellent Microsoft Office - Word, Excel, Outlook √ Strong Transcription/Digital Voice Editor 2 & 3
    √ Sound Organizer √ Pro Series Tax/Accounting Software
    √ Excellent Numeric/Statistical Typing √ Creative Solutions Accounting Software
    √ Best Case and Pacer Bankruptcy Software √ FileMaker Pro Database Software
    √ Pacer √ Dropbox
    √ Express Scribe √ FileTrac Client Management Software
    √ Windows/Microsoft Office √ Proofreading
    √ Outlook √ PowerPoint

    References

    Lawrence Czech, CPA


    1599 Washington Street, Suite 1E
    Braintree, MA 02184
    Phone: 781-356-1440

    Thomas Costa, Owner/Claims Adjuster


    CRC Claims Service
    Bradenton, FL
    Cell: 508-965-2245

    Jacqueline Farrell
    50 Francis Street, Apt. 34
    Holbrook, MA 02343
    Cell: 781-901-0982

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