Amber Loredo
Carpentersville
Summary
Detail-oriented office professional with extensive customer service and accounting knowledge. Strong multi-tasking individual with proven track record of improving departmental goals to elevate company standards while maintaining the highest level of confidentiality.
Overview
12
12
years of professional experience
Work History
Existing Benefits Account Manager
EM Benefits
Itasca
08.2025 - Current
- Coordinated benefits enrollment processes for various insurance plans, ensuring smooth transitions for clients.
- Created and maintained employee benefits accounts, processed enrollments, changes, terminations and cancellations.
- Managed client benefits inquiries and efficiently resolved issues to enhance client satisfaction.
- Delivered customer service to employees regarding benefits accounts, addressing questions and resolving issues promptly.
- Assisted clients in understanding complex benefits documentation and policies.
- Collaborated with internal teams to streamline benefits administration tasks.
- Ensured timely delivery of materials related to employee benefits such as enrollment kits, booklets, forms and other documents.
- Coordinated communication efforts between internal departments and external vendors regarding employee benefits programs.
Product Management Administrative Assistant
Heritage Crystal Clean, LLC
Hoffman Estates
12.2016 - 08.2025
- Daily WWF invoice processing to AP and Branch Administration for customer invoice billing
- Process invoices in Coupa verifying invoice lines against price matrix to approve or reject status
- Processed ACH and Lockbox payments through IREC Bank of America systems to facilitate proper transfers into NetSuite and Great Plains platforms, ensuring successful resolution of exceptions
- Balanced reports daily using VLookups and exported data from NetSuite and IREC to match transactions accurately to accounts
- Reported VAC/OIL/Antifreeze/Windshield Washer Fluid totals weekly using VLookups to create pivot tables and PowerPoint presentations for EOP monthly meetings with CFO/CAO
- Daily route scheduling for Antifreeze customer deliveries
- Process NSF/ACH returns by unposting within NetSuite
- Notary Public commission expires 7/7/29
Office Manager & Licensed Account Support
State Farm Insurance
South Elgin
03.2014 - 12.2016
- Delivered exceptional customer service and utilized strong product knowledge and understanding of insurance laws to ensure proper client coverage.
- Oversaw office operations and effectively addressed customer inquiries and concerns to enhance client satisfaction.
- Process new business, new vehicle add-ons and quotes, renters’, homeowners, condo policies, & life insurance quotes.
- Reduced aging of past due billing by reviewing and processing overdue accounts to ensure timely payments.
- Coordinated supply ordering, processed packing slips for deliveries, and coded applicable invoices to maintain efficient operations.
- Mutual fund & IRA filing and maintaining proper records on file.
Education
Diploma -
Dundee Crown High School
Carpentersville, IL06-2001
Skills
- Benefits administration
- Time management
- Effective communication
- Attention to detail
- Invoice processing
- Spreadsheets
- AR/AP
- Documentation and reporting
- Excel spreadsheets
- Document management
- Commission Reporting
Timeline
Existing Benefits Account Manager
EM Benefits
08.2025 - Current
Product Management Administrative Assistant
Heritage Crystal Clean, LLC
12.2016 - 08.2025
Office Manager & Licensed Account Support
State Farm Insurance
03.2014 - 12.2016
Diploma -
Dundee Crown High School