Summary
Overview
Work History
Education
Skills
Timeline
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Carrie Cooper

Norman,Oklahoma

Summary

Experienced team lead with a competitive personality and the drive needed to work my way up the corporate ladder. Quick, responsive and adaptive to new systems. Ability to work with minimal supervision. I carry a license to sell P&C and life insurance in the state of Oklahoma.

Overview

13
13
years of professional experience

Work History

Payroll Administrator

Green Lambda Corp.
10.2022 - Current
  • Streamlined payroll processes by implementing efficient software and automation tools.
  • Reduced errors in payroll calculations with meticulous attention to detail and thorough data verification.
  • Ensured timely salary disbursements for employees, maintaining strict adherence to company policies and deadlines.
  • Managed accurate records of employee time off, leave balances, and attendance for precise pay calculation.
  • Improved cash flow by streamlining the invoicing process and implementing a more efficient payment tracking system.
  • Proficiency and experience working with Microsoft Office (Excel, Word, PowerPoint)
  • Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
  • Enhanced financial reporting accuracy by reconciling accounts receivable ledger with general ledger monthly.
  • 3+ years’ of experience providing engineering technical support to other function

Sales Agent

Liberty Mutual
01.2022 - 10.2022
  • Efficient and effective sales representative
  • Providing professional support and service to customers and producing detailed sales reports
  • Offers excellent communication skills, great teamwork skills, and well-developed time management abilities
  • Utilize consultative sales techniques to prospect and initiate new business sales
  • Assists in the processing of new business, including contacting customers to finalize sales and service transactions
  • Identifies cross selling opportunities for Lead Sales Representative
  • Contributes to and executes a marketing plan with the Lead Sales Representative
  • Identifies mass marketing prospects through existing book of business and community prospecting opportunities
  • Meet monthly goals for new business sales
  • Completes follow-ups on new policies to keep retention level high and capitalize cross-selling opportunities
  • Coordinates activities with other departments to ensure quality customer service.

Accounts Payable Administrator

Orthodontics Exclusively
09.2021 - 01.2022
  • Managed new and current customers accounts
  • Work accounts payable and some data entry
  • Called to schedule appointments
  • Assemble, review, and verify invoices and check requests
  • Flag and clarify any unusual or questionable invoice items or prices
  • Enter and upload invoices into system
  • Prepare and process electronic transfers and payments
  • Prepare and perform check runs
  • Post transactions to journals, ledgers, and other records
  • Reconcile accounts payable transactions
  • Prepare analysis of accounts
  • Monitor accounts to ensure payments are up to date
  • Research and resolve invoice discrepancies and issues
  • Maintain vendor files.
  • Streamlined invoice processing by implementing an automated accounts payable system.
  • Reduced late payment fees by closely monitoring due dates and prioritizing payments.
  • Maintained accurate financial records with diligent data entry of invoices and expense reports.

Sales Agent

Allstate Insurance
10.2018 - 01.2021
  • Managed the incoming sales prospects and outgoing sales material and AMIL lists
  • Responsible for resolving problems and responding to customer needs
  • Supervised a sales staff of 4, communicated job expectations and provided direction support and motivation to reach sales goals each month
  • High level of activity including phone calls, texts, and emails
  • Complete new business onboarding
  • Schedule insurance reviews and financial appointments
  • Identify new business opportunities via telephone, referral generation, and utilizing various lead sources provided
  • Identifying cross-sell opportunities.

Sales Agent

Old Surety Insurance Company
07.2011 - 10.2018
  • Provided a high-quality customer experience and exceed expectations of incoming by being knowledgeable about products and answering all questions and inquiries with accuracy and professionalism
  • Assist customers with any questions, comments or concerns they might have regarding their policies
  • Analyzed household needs for new and exciting clients
  • Telephone customer service, including sales, tech support and customer care
  • With duties including signing up new customers, retrieving customer data, and presenting relevant product information
  • Develop insurance quotes, make sales presentations and close sales deals
  • Communicating with our hot leads
  • Establish client relationships and follow up with clients, as needed
  • Understanding prospect's needs and identifying sales opportunities
  • Creating and maintaining a database of current and potential customers
  • Explaining and demonstrating the benefits of our services
  • Staying informed about competing products and services
  • Ability to achieve high sales targets
  • Having a ton of fun while being part of a competitive team.

Education

Moore High School

Southern Nazarene University
01.2008

Skills

  • QuickBooks
  • Microsoft Word
  • Outlook
  • Microsoft Office Suite
  • Communication
  • Microsoft Excel
  • Licensed Insurance Agent (PNC & Life)
  • Data Review

Timeline

Payroll Administrator

Green Lambda Corp.
10.2022 - Current

Sales Agent

Liberty Mutual
01.2022 - 10.2022

Accounts Payable Administrator

Orthodontics Exclusively
09.2021 - 01.2022

Sales Agent

Allstate Insurance
10.2018 - 01.2021

Sales Agent

Old Surety Insurance Company
07.2011 - 10.2018

Moore High School

Southern Nazarene University

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Carrie Cooper