Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Administration Manager
Hefner Group Insurance
07.2024 - Current
Streamlined administrative processes by implementing efficient filing and organizational systems.
Collaborated with cross-functional teams to improve communication flow between departments, leading to more effective decision-making processes.
Created Excel and PowerPoint presentation materials to prepare upper management for client meetings and demonstrations.
Used QuickBooks to manage bookkeeping and payroll for 5 offices.
Quoted/ Signed life and Health and Property and Casualty insurance policies.
Currently the Marketing Director for the company. Responciblities include updating social media accounts, website, and planning all company gatherings for all locations.
Office Manager
Carrifee Court Reporting LLC.
02.2023 - 01.2024
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained computer and physical filing systems.
Updated reports, managed accounts, and generated reports for company database.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Bookkeeper/ Maintenance
Gretchen Shore LLC. “Be Happy Rentals”
08.2017 - 05.2023
Maintained and processed invoices, deposits, and money logs.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Completed payroll for employees and maintained detailed records of procedures.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Insurance Agent (life and health)
Ralston Agency (AIL)
09.2022 - 01.2023
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Cashier
Brookshires
03.2017 - 06.2018
Greeted customers entering store and responded promptly to customer needs.
Welcomed customers and helped determine their needs.
Worked flexible schedule and extra shifts to meet business needs.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Built relationships with customers to encourage repeat business.
Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Education
Business Administration and Marketing -
Western Governors University (WGU)
06.2024
Skills
Customer Service
Office Management
Bookkeeping
Data Entry
Conflict Management
Scheduling
HR
Certification
General Lines Agent : Life, Accident, Health & HMO, Property and Casualty
Accounts Payable & Billing Specialist at Holly Lake Ranch Association (HLRA)Accounts Payable & Billing Specialist at Holly Lake Ranch Association (HLRA)