Bridget Estes
Folsom,LA
Summary
Diligent bookkeeper with hands-on experience in auditing financial records, ensuring compliance with regulations, and assisting in preparation of audit reports. Demonstrated ability to identify discrepancies and recommend process improvements that enhance operational efficiency. Proven skills in data analysis and attention to detail, consistently supporting accurate and thorough audit. Strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Insurance Advisors of Louisiana
01.2022 - Current
- Customer Service Agent Manager-managed employee workflow and assignments based on renewal reviews to ensure all deadlines were met.
- Processed New Business quotes including cross-selling other products.
- Educated current and potential clients on asset protection.
- Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Maintained high standards of customer service by building relationships with clients.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, and endorsements.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations and eligibility requirements
- Thorough underwriting process for all policy issued to ensure eligibility requirements are met.
- Process premium payments; billed and tracked escrow payments, and initiated premium refund when applicable.
- Handled high volume intake calls.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on insurance policies and procedures.
- Met tight deadlines in a fast paced working environment
Bookkeeper
St. Tammany Parish School Board
01.2019 - 01.2022
- Enforced district policies regarding public funding to ensure compliance was met.
- Advised administration on allowable charges and purchases.
- Processed monthly bank statements/monthly reconciliation reporting.
- Processed daily deposits.
- Processed purchase orders
- Managed credit card logs including fuel logs
- Accurately posted all deposits and expenditures to the districts billing system.
- Printed and issued payments.
- Provided monthly balance reports to all department/club/athletic sponsors
- Arrange travel provisions for administration and athletic departments.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities
- Managed online student fees and club dues
- Approved expenditures
- Processed time and attendance
Federal Programs Clerk
St. Tammany Parish School Board
11.2008 - 01.2018
- Assisted Title Funds Coordinator and Supervisor with federal budgets
- Balanced individual school's funding on a monthly basis and issued monthly reports.
- Reconciled monthly funding balance sheets and issued memos to re-code expenditures that were coded incorrectly.
- Processed monthly timesheets in a quick and efficient manner while working on a short deadline.
- Handled employee time and attendance
- Maintained petty cash fund
- Assisted with inventory for all Title I and II schools.
- Processed purchased orders for our departments as well as Title I & II schools.
- Efficiently maintained supporting documentation for all federal funding; ensuring files were stored accurately and accessible for audits.
- Assisted with federal audits.
- Assisted with meeting prep
- Arranged conference registration and travel accomodations for direct administration as well as school administration.
Customer Service Manager
Patient Care Pharmacy
08.2006 - 11.2008
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Corresponded daily with sales reps in regards to processing new accounts
- Communicated daily with Pharmacist and techs to dispense refills and or high priority shipping
- Collaborated with Billing Manager to ensure all new prescription orders and refills were accounted for.
- Processed new patient information in the data management system
- Tracked daily refill logs procured by customer service reps.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
- Assisted with pricing questions, inventory availability and changes to existing order and shipping information.
- Kept accurate records to document customer service actions and discussions.
- Optimized workflow processes to maximize efficiency while maintaining an unwavering commitment to client satisfaction.
- Took ownership of customer issues and followed problems through to resolution.
Education
No Degree - Business Administration And Management
Delgado Community College
New Orleans, LASkills
- Reliable, coachable, adaptable, and team focused
- Exceptional organization with superior attention to detail
- High accuracy
- Minimal to no supervision required/ self starter
- Proactive problem solver utilizing sound judgement and analytical skills
- Excellent verbal and written communication
- Excellent time management and prioritizing daily task to ensure deadline requirements
- Thrives in a fast paced working environment
- Audit prep and reporting
- Budget support
- General ledger maintenance
- Bank Reconciliation
Certification
- Property and Casualty License - Louisiana Department of Insurance.
- Property and Casualty License - Mississippi Department of Insurance.
Timeline
Licensed Insurance Agent
Insurance Advisors of Louisiana
01.2022 - Current
Bookkeeper
St. Tammany Parish School Board
01.2019 - 01.2022
Federal Programs Clerk
St. Tammany Parish School Board
11.2008 - 01.2018
Customer Service Manager
Patient Care Pharmacy
08.2006 - 11.2008
No Degree - Business Administration And Management
Delgado Community College
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