Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
Work History
Licensed CSR
The Fewer Agency
05.2003 - 09.2024
Property & Casualty Insurance License
Provided policies to customers upon inquiry and answer questions via phone, email, or online chat
Maintained detailed records of client interactions, ensuring accurate documentation for future reference.
Described product and service details to customers to provide information on benefits and advantages.
Submitted payments
Developed working relationships with internal and external customers while assisting with account management duties.
Answered customer telephone calls promptly to avoid on-hold wait times.
Bookkeeper
Linesync Architecture & Wheel Pad
04.2017 - 12.2023
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.
Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
Posted daily receipts and payments in accordance with corporate protocols.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Established QuickBooks accounting system to reflect accurate financial records.
Provided support during audits by supplying requested documentation promptly and accurately.
Generated invoices upon receipt of billing information and tracked collection progress.
Bookkeeper
Red Mill Inn
03.2016 - 10.2022
Reconciled and corrected issues with financial records.
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.
Posted daily receipts and payments in accordance with corporate protocols.
Supported year-end closing procedures by preparing adjusting journal entries as needed.
Established QuickBooks accounting system to reflect accurate financial records.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Matched purchase orders with invoices and recorded necessary information.
Education
High School Diploma -
Wilmington High School
Wilmington, VT
Green Field Community College
Greenfield
Skills
Customer Relations
Self Motivation
Document and Records Management
Online chat and email
Customer Relationship Management
Payment management
Customer Service
Attention to Detail
Multitasking
Computer Skills
Organizational Skills
Account Reconciliation
Microsoft Outlook
Quickbooks
Additional Information
Available upon request
Timeline
Bookkeeper
Linesync Architecture & Wheel Pad
04.2017 - 12.2023
Bookkeeper
Red Mill Inn
03.2016 - 10.2022
Licensed CSR
The Fewer Agency
05.2003 - 09.2024
High School Diploma -
Wilmington High School
Green Field Community College
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