Christiane Hartman
Conover,WI
Summary
Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.
Overview
20
20
years of professional experience
Work History
Bookkeeper
Hartman Well Drilling
Conover, WI
10.2015 - Current
- Established QuickBooks accounting system to reflect accurate financial records.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
- Calculated deductions and processed payroll for employees.
- Organized and carried out proactive month-end, quarterly and year-end processes.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Insurance Agent
Liberty Mutual
Denver, CO
03.2012 - 09.2014
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Agent
USAA
Sacramento, CA
08.2000 - 02.2012
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
Education
Cosumnes River College
Sacramento, CASkills
- Creative Problem Solving
- Account Auditing
- Data Analysis
- Attention to Detail
- Accounts Payable
- QuickBooks
- Payroll Preparation and Processing
Timeline
Bookkeeper
Hartman Well Drilling
10.2015 - Current
Insurance Agent
Liberty Mutual
03.2012 - 09.2014
Insurance Agent
USAA
08.2000 - 02.2012
Cosumnes River College