Anna Sax
Medford,Oregon
Summary
Finance professional known for delivering precise administrative support to executive leadership. Proven track record in financial reporting and strategic planning. Valued team player who adapts to dynamic environments and drives collaborative success. Dedicated insurance representative with expertise in resolving customer issues and managing financial records. Proven ability to enhance client satisfaction through effective communication and attention to detail.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Representative
Russell Brown State Farm
Medford, OR
09.2025 - Current
- Assisted clients with insurance policy inquiries and updates.
- Processed claims and ensured timely resolution for customer satisfaction.
- Educated clients on coverage options and benefits tailored to individual needs.
- Maintained accurate records of client interactions and transactions in CRM system.
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
- Collaborated with senior agents to develop sales strategies and improve customer engagement.
Bookkeeper
Rogue Payroll & Bookkeeping
Ashland, OR
12.2024 - 08.2025
- Managed accounts payable and receivable processes efficiently.
- Reconciled bank statements to ensure accuracy of financial records.
- Prepared monthly financial reports for management review.
- Assisted in payroll processing, ensuring timely employee payments.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Established QuickBooks accounting system to reflect accurate financial records.
Administrative Assistant
Les Schwab Tires
Medford, OR
03.2019 - 03.2023
- Organized and maintained office documents and files to ensure efficient access and retrieval.
- Coordinated scheduling for meetings, appointments, and travel arrangements for management team.
- Managed communication between departments to streamline operations and enhance collaboration.
- Assisted in onboarding new employees by providing necessary training materials and resources.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Education
Associate of Science - Business Administration
Rogue Community College
Medford, OR06-2027
Skills
- Quotes and sales
- Goal-oriented mindset
- Data entry
- Quickbooks
- Accounting and bookkeeping
- Customer service
- Life insurance
- Auto insurance
Certification
- Life Insurance License
- Health Insurance License
- Property & Casualty License
Timeline
Insurance Representative
Russell Brown State Farm
09.2025 - Current
Bookkeeper
Rogue Payroll & Bookkeeping
12.2024 - 08.2025
Administrative Assistant
Les Schwab Tires
03.2019 - 03.2023
Associate of Science - Business Administration
Rogue Community College