Summary
Overview
Work History
Education
Skills
Insurancecertifications
Insurancelicense
Certification
Timeline
OfficeManager
Ann Daniels

Ann Daniels

Jacksonville,FL

Summary

Experienced professional with a strong commitment to excellence and a proven track record of achieving results. Ready to take on the role of Office Manager. Highly skilled in fostering collaboration within teams and adept at adapting to evolving needs. Known for reliability and proficiency in administrative management, scheduling, budgeting, and staff coordination. Recognized for exceptional communication, problem-solving, and organizational abilities.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Office Manager

NBS Modular Homes, LLC
06.2023 - 10.2024
  • Office Administration, Customer Service & Sales Support, Financial Management, Inventory & Vendor Management, Team Leadership, Compliance & Legal Documentation, and Payroll
  • Manage two companies, the mobile home dealership and the Mobile home transport company. Oversaw all admin and field crews for the transport and set up of the mobile homes including the prep for the land before the mobile home arrived.
  • Created all the systems within the agency such as the HR team, Sales Team, and Marketing Team. Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Managed approximately 30 incoming calls, emails and faxes per day from customers and 10 rental properties and land development projects.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Maintained Sales for used and new mobile homes.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.

Insurance Field Inspector

8 Options Insurance LLC
03.2019 - 09.2024
  • Perform commercial and residential insurance inspections for multiple insurance carriers such as Citizens, AmWins, RSP, CRC, Lloyds of London, Tower Hill, Sdii Global, and more
  • Merchant Inspections, Merchant Funding/Cash Advance Inspections, SBA Inspections, Credit Bureau Inspections, Commercial Collateral Evaluations
  • Performed audits for Floor plan inspections, Lease Inspections, Collateral Management
  • Manage team of 16 inspectors that worked in different areas in Florida
  • Completed thorough written descriptions and took photographs to document conditions.
  • Enhanced inspection efficiency by utilizing advanced technology and tools during field assessments.

Agency Owner/ Insurance Agent

8 Options Insurance
03.2014 - 09.2024
  • Provided direct sales for health insurance products such as health, life, dental and vision insurance.
  • Office Management such as day to day functions, employees, payroll, and clients.
  • Created all the systems within the agency such as the HR team, Sales Team, and marketing Team.
  • Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
  • Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
  • Providing great customer service to all clients by providing knowledge of the insurance products and policy. Manage a team of 10 agents.
  • Approved staff hiring, termination, promotions and department transfers.
  • Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.

Manager/Sales Representative

No Competition LLC
01.2021 - 01.2023
  • Performed Inspections on mobile home for purchase.
  • Negotiated deals and purchase of used mobile homes.
  • Responsible for marketing and arranging transport for mobile homes purchased
  • Management of financial funds for inventory and Payroll.
  • Accomplished multiple tasks within established timeframes.
  • Managed and motivated employees to be productive and engaged in work.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.

Staffing Agent

DanX Group LLC
01.2017 - 01.2023
  • Business Operations & Management, Client Acquisition & Relationship Management, Team Recruitment, Training, & Leadership, Quality Assurance & Performance Monitoring, Technology & System Management, Financial & Administrative Management, Marketing & Business Growth, Work-from-Home Logistics, Payroll.
  • Interviewed, hired, and mentored over 63 new personnel and oversaw all staffing operations.
  • Strong understanding of call center software, CRM systems, and customer service protocols.
  • Managed day-to-day business operations.
  • Conducted thorough candidate screening processes to ensure suitability for specific roles and client requirements.
  • Increased client satisfaction by streamlining the recruitment process and implementing efficient systems.

Education

Some College (No Degree) - Business Administration And Management

Strayer University
Jacksonville, FL

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Payroll processing
  • Billing
  • Clear oral/written communication
  • Problem Solving

Insurancecertifications

  • State Farm – Certifications (Claims), 2023
  • State Farm Auto Certification, 2023
  • State Farm Policy Certification, 2023
  • State Farm Estimatics Certification, 2023

Insurancelicense

  • New York Life Insurance Company 2-15 License, 01/01/08
  • FCCJ CSR 4-40 License, 01/01/09
  • Claims Adjuster 06-20 License, 01/01/18
  • Claim Adjuster/Insurance 2-15 Florida License, P154405
  • Claim Adjuster Texas License, 3048657
  • National Producer Number, 10560806

Certification

Certificate in Women’s Entrepreneurship - Cornell University 2022

Timeline

Office Manager

NBS Modular Homes, LLC
06.2023 - 10.2024

Manager/Sales Representative

No Competition LLC
01.2021 - 01.2023

Insurance Field Inspector

8 Options Insurance LLC
03.2019 - 09.2024

Staffing Agent

DanX Group LLC
01.2017 - 01.2023

Agency Owner/ Insurance Agent

8 Options Insurance
03.2014 - 09.2024

Certificate in Women’s Entrepreneurship - Cornell University 2022

Some College (No Degree) - Business Administration And Management

Strayer University
Ann Daniels