Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Amy Stewart

Prattville,AL

Summary

Detail-oriented and results-driven bookkeeper with over 18 years of experience in financial management, customer service, and office operations. Seeking to leverage a strong background in reconciling accounts, handling audits, and managing office procedures to support the financial efficiency and success of the Autauga County School System. Committed to providing accurate financial reporting, optimizing processes, and maintaining high standards of professionalism in all aspects of financial administration.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Insurance Representative

State Farm
09.2009 - Current
  • Managed office operations for 16 years, overseeing day-to-day activities, reconciling bank statements, making deposits, and ensuring accurate financial records aligned with company standards.
  • Resolved escalated customer issues and inquiries swiftly, preserving brand reputation and ensuring policyholder satisfaction.
  • Performed policy renewals, record retention, and collaborated with agents to customize insurance solutions, enhancing customer loyalty and boosting cross-selling opportunities.
  • Mentored new employees on industry regulations, best practices, and customer service, contributing to their growth and office efficiency.
  • Participated in professional development courses to stay current on insurance products and regulations, improving overall expertise.
  • Assisted in claims handling, billing inquiries, and audits, ensuring timely resolutions and a seamless customer experience.
  • Implemented new office procedures, worked with corporate teams on system/software integration, and helped train employees on new tools to optimize operations.
  • Maintained office supplies, managed inventory, and ensured the office operated smoothly in the absence of agent.

Traveling Bank Teller

People's First Community Bank
03.2008 - 09.2009
  • Provided banking services at multiple locations, assisting with high-volume transactions during peak hours while ensuring seamless customer experiences.
  • Managed the implementation of new banking procedures and systems, ensuring compliance with company policies and regulatory requirements.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies and maintaining precise financial records.
  • Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates, establishing trust by maintaining confidentiality and protecting sensitive information.
  • Traveled to various locations to fill in for vacationing staff or assist with short staffing, ensuring uninterrupted service.
  • Assisted with setting up new accounts, performing customer verifications, and maintaining organized, accurate financial records.

Education

High School Diploma -

Prattville High School
Prattville
05.2004

Skills

  • Bank Reconciliation
  • Financial Reporting
  • Budget Management
  • Office Administration
  • Auditing & Compliance
  • Customer Service & Relations
  • Procedure Implementation
  • Office Supply Management
  • Data Entry & Accuracy
  • Time Management & Multitasking
  • Microsoft Office Suite (Excel, Word, Outlook)

Certification

Insurance Producer License,

Life and Health License

Timeline

Insurance Representative

State Farm
09.2009 - Current

Traveling Bank Teller

People's First Community Bank
03.2008 - 09.2009

High School Diploma -

Prattville High School

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