Dynamic Office Manager with a goal-oriented mindset excelling in client needs analysis and enhancing customer retention. Proven resilience under pressure, to achieve exceptional service outcomes. Skilled in financial reconciliation and fostering strong client relationships, driving business success through personalized service. A self motivated individual exceeding productivity targets and maintaining current knowledge of current product availability.
Overview
17
17
years of professional experience
Work History
Office Manager/Insurance Representative
Ty Benton State Farm Insurance
01.2017 - 05.2025
Analyzed customer needs to provide customized Fire and Auto insurance including any FEMA flood insurance required.
Generated leads through cold-calling, networking and other outreach methods.
Handled sensitive information with discretion, maintaining confidentiality of customers and company documents.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls, email or personal appointment.
Maintained accurate financial records by reconciling monthly account.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Coordinated customer meetings, ensuring timely execution and optimal scheduling for all participants.
Attended seminars, meetings and educational programs to stay abreast of evolving needs of insurance industry and client base.
Enhanced customer retention through personalized service, educating clients on insurance policies with attention to individual needs.
Training for new Team members.
Insurance Representative
Sean Gellatly
12.2019 - 05.2025
Enhanced customer retention through personalized service and attention to individual needs.
Tailored insurance plans to support client needs and establish sense of trust among community members.
Mentored new employees on industry regulations and best practices, contributing to their professional growth and success.
Finalized sales and collected necessary deposits.
Calculated premiums and established payment methods for sales.
Educated clients on insurance policies and procedures.
Maintained monthly financial reconciliation for PFA account.
Accomplished multiple tasks within established timeframes.
Assistant Manager
Dickey's BBQ Pit
10.2015 - 11.2016
Supervised day-to-day operations to meet food production, quality and service expectations.
Maintained a clean, safe, and organized store environment to enhance the customer experience.
Developed strong working relationships with staff, fostering a positive work environment.
Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Improved customer satisfaction by addressing and resolving complaints promptly.
Assisted in interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Coordinated with vendors for timely inventory replenishment, ensuring product availability.
Engaged with customers to gather feedback, using insights to improve service and product offerings.
Business Owner
Self-employeed
01.2008 - 01.2016
Identified customer needs and negotiated and closed profitable projects with high success rate.
Interacted well with customers to build connections and nurture relationships.
Marketing through annual Bridal shows, giveaways, local businesses, holiday promotions and positive word of mouth.
Construction of each customers dream wedding cake and any other requested desserts.
Maintaining the level of supply's and inventory needed.
Catering of desserts to special events.
Cultivated an online presence, managing a social media platform to engage with customers.
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services