Organized and dependable candidate with substantial experience in accounting and financial management, business development, and customer service. Adept at communicating and building rapport among clients and across all organizational levels, with an innate ability to analyze complex situations and utilize creative thinking to develop innovative solutions.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
Work History
Workers' Compensation Claims Adjuster
Sedgwick
Lake Mary, FL
10.2021 - Current
Evaluate original investigation reports and documents to resolve secondary concerns
Develop action plans to ensure proactive claim progression, timely evaluate damages and exposure, and engage various parties in settlement and conflict negotiations
Establish and maintain adequate expense reserves, and properly identify current and future financial exposure, providing detailed documentation of logic
Manage day-to-day progression of claims process through collaboration with physicians, nurses, attorneys, and other parties as needed
Collect and track evidence in support of legal processes
Synthesize data into comprehensive quarterly written reports for management
Direct claims negotiations within allowable limit of $50,000 and support successful litigations for advanced issues
Client Service Associate
Pentas Wealth Management
Moultrie, GA
12.2019 - 11.2020
Maintained client relationships through daily transaction processing, file organization, account maintenance, and hesitancy mitigation
Actively engaged in training and educational programs to maintain current status on policies, procedures and risk awareness
Formulated business development strategies to attract and acquire new clients using content marketing, networking, and word of mouth
Coordinated client meetings to offer expert, individualized service, with focus on driving sales and boosting brand loyalty
Retirement Plan Administrator
Wright Retirement Services, LLC
Valdosta, GA
01.2014 - 12.2019
Tracked 401(k) eligibility and managed enrollment and administration of defined benefit and contribution plans
Provided clients with customized consulting services and compensation strategies, detailed plan projections and evaluations, and effective decision making in dynamic environment
Prepared Plan and Trust documents, IRS filings and 401(k) non-discrimination testing, reconciled Trust assets, and introduced correction methods of operational errors under various IRS and DOL programs
Reconciled 401K elections against vendor records and reported weekly demographic changes to HR, payroll and 401K vendor
Assisted with plan sponsor and employee benefits inquiries and routinely handled complex questions and resolutions
Performed quarterly enrollment seminars to increase employee knowledge of plan benefits and boost participation rates
Sales Representative/Design Consultant
Rugs-A-Bound
Valdosta, GA
01.2013 - 01.2014
Established loyal client base by building positive and productive customer connections to drive consistent sales
Conducted in-home design consultations and demonstrations to identify client needs and redirect objections to positive aspects
Prepared timely and accurate custom quotes and maintained precise, in-depth knowledge of 400+ product offerings
Provided sales forecasts and inventory management to maintain sufficient stock both online and in store
Designed marketing materials and maintained strong in-store visual aesthetic and product display for optimal sales promotions
Server
306 North
Valdosta, GA
05.2012 - 06.2013
Maintained thorough knowledge and presentation of offerings and daily specials, including gourmet food and wine pairings
Skillfully explained menu items and suggested appropriate options for food allergy concerns.
Cultivated warm relationships with regular customers
Quickly and clearly communicated dining orders to kitchen staff, directing attention to special requests or dietary restrictions and followed up to confirm delivery
Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers
Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business
Intern/Sales Associate/Visual Merchandiser
Michael Kors
Destin, FL
05.2011 - 08.2011
Continuously exceeded daily sales goal of $1,000
Designed visually appealing window and store displays while maintaining desired brand representation
Maintained accuracy and efficiency in computer processes and cash operations of company
Implemented new floor plan design layouts to improve and restore interior appearance and functionality
Designed and executed digital lookbook to increase brand awareness and drive increased revenue
Education
MBA -
Valdosta State University
Valdosta, GA
01.2013 - 05.2015
Bachelor of Science - Fashion Merchandising & Apparel Design
Georgia Southern University
Statesboro, GA
08.2007 - 05.2011
Skills
Organized self-starter
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Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Workers' Compensation Claims Adjuster
Sedgwick
10.2021 - Current
Client Service Associate
Pentas Wealth Management
12.2019 - 11.2020
Retirement Plan Administrator
Wright Retirement Services, LLC
01.2014 - 12.2019
MBA -
Valdosta State University
01.2013 - 05.2015
Sales Representative/Design Consultant
Rugs-A-Bound
01.2013 - 01.2014
Server
306 North
05.2012 - 06.2013
Intern/Sales Associate/Visual Merchandiser
Michael Kors
05.2011 - 08.2011
Bachelor of Science - Fashion Merchandising & Apparel Design
VSU Recreation Front Desk Student at Valdosta State University Campus Recreation CenterVSU Recreation Front Desk Student at Valdosta State University Campus Recreation Center