To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Experienced Office Manager with over 30 years of experience in customer service. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
18
18
years of professional experience
Work History
Office/Finance Manager
Dick Keller Automobiles/EZ Finance
King George, VA
04.2003 - 03.2019
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Created organizational structures to improve accounting and finance functions.
Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Increased revenue by assisting with operations management, sales and marketing efforts.
Created documents to display financial reports and data using Microsoft Office
Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
Audited, balanced and reconciled payroll for more than 9 personnel.
Used QuickBooks to prepare monthly reconciliation of bank accounts and take corrective actions on deviations.
Automobile Insurance Agent
GEICO
Fredericskburg, VA
08.1999 - 02.2002
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Obtained underwriting approval by completing application for coverage.
Upsold additional products and services after identifying customer needs and requirements.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Finalized sales and collected necessary deposits.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Collected premiums on or before effective date of coverage.