Summary
Overview
Work History
Education
Skills
Timeline
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Casey Wise

Philadelphia,PA

Summary

Experienced professional in management, leadership, and communication seeking to make an immediate impact within an organization. Proven track record of driving successful outcomes and effectively leading teams. Dedicated to achieving organizational goals and delivering exceptional results through exceptional communication skills.

Overview

5
5
years of professional experience

Work History

Safety Director

Steelking Erectors
10.2022 - Current
  • Streamlined communication channels between departments for reporting potential hazards or unsafe conditions, enabling prompt action and resolution.
  • Spearheaded incident prevention initiatives by proactively addressing identified areas of concern within the workplace environment.

Bookeeper

Steelking Erectors
08.2022 - Current
  • Processed payroll, prepared invoices for client billing, verified transaction with current financial policies and procedures
  • Compiled statistical, financial, accounting/auditing reports and tables pertaining to such matters as cash, receipts, expenditures, account payable/receivable and profits/losses
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.

Licensed Insurance Sales Professional

USAA
03.2021 - 04.2022
  • Conducted comprehensive risk assessments for clients, recommending appropriate coverage levels to mitigate potential losses.
  • Efficiently resolved complex customer inquiries by leveraging deep understanding of policy details and available resources.
  • Managed a diverse book of business, ensuring timely renewals and policy updates as needed based on client life events or changes in circumstances.

Insurance Specialist

Nationwide Insurance
10.2019 - 03.2021
  • Developed protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation
  • Explained features, advantages/disadvantage of various policies to promote sale of insurance plans
  • Analyzed client's current insurance policies and suggested additions or other changes
  • Managed an average of 40 inbound calls daily

Education

High School Diploma -

Southwest High School
San Antonio, TX
06.2018

Skills

  • Documentation skills
  • Account management
  • Regulatory compliance
  • Advanced computer skills
  • Data entry
  • Administrative functions

Timeline

Safety Director

Steelking Erectors
10.2022 - Current

Bookeeper

Steelking Erectors
08.2022 - Current

Licensed Insurance Sales Professional

USAA
03.2021 - 04.2022

Insurance Specialist

Nationwide Insurance
10.2019 - 03.2021

High School Diploma -

Southwest High School

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Casey Wise