Cassandra Williams
Ridgeland,MS
Summary
Dynamic consultant with a proven track record at CDW Insurance Services, excelling in client relationship management and problem-solving. Enhanced claims processing efficiency and developed strategic policy recommendations. Strong attention to detail and team leadership skills contributed to improved operational outcomes and client satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Consultant
CDW Insurance Services
03.2025 - Current
- Assisted in analyzing client insurance needs and recommending appropriate coverage options.
- Collaborated with team members to streamline claims processing procedures, improving efficiency.
- Conducted research on industry trends to support client policy recommendations and adjustments.
- Developed and maintained comprehensive documentation for client accounts and policy changes.
Accountant/Marketing Executive
Triple Express Vending
03.2023 - Current
- Prepared financial statements and reports ensuring compliance with accounting standards.
- Managed accounts payable and receivable processes to maintain accurate financial records.
- Conducted monthly reconciliations to ensure accuracy of general ledger accounts.
- Implemented cost control measures leading to improved profitability and efficiency.
Sales Associate
Cassandra Williams Agency
05.2005 - 02.2025
- Assisted customers with product selection and inquiries to enhance shopping experience.
- Maintained accurate inventory levels through regular stock checks and replenishment.
- Processed transactions efficiently using point-of-sale systems to ensure customer satisfaction.
- Collaborated with team members to create visually appealing merchandise displays.
Education
Bachelor of Science - Accounting
Mississippi College
Clinton, MS08-1988
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
Certification
- Licensed Property and Casualty Insurance
- Licensed Life and Health Insurance
Timeline
Consultant
CDW Insurance Services
03.2025 - Current
Accountant/Marketing Executive
Triple Express Vending
03.2023 - Current
Sales Associate
Cassandra Williams Agency
05.2005 - 02.2025
Bachelor of Science - Accounting
Mississippi College