Crystal Roberts
Sandy,UT
Summary
Dynamic Office Manager with extensive experience at State Farm, excelling in contract management and customer relationship management. Proven track record in streamlining billing processes and enhancing client satisfaction through effective communication. Adept at payroll processing and maintaining meticulous records, ensuring accuracy and compliance in all financial transactions.
Overview
33
33
years of professional experience
Work History
Office Manager
Roberts Brothers Siding
West Valley City, Utah
04.1997 - 09.2025
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Maintained filing system for records, correspondence and other documents.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Responded to customer inquiries via phone or email in a professional manner.
- Processed payroll accurately ensuring all employees were paid on time.
- Performed data entry for all transactions into accounting software.
- Assisted with accounts receivable, accounts payable and payroll processes.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
Office manager, licensed agent
State Farm
Murray, Utah
02.1993 - 03.1997
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
- Negotiated contracts with providers to secure competitive rates for customers.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Maintained accurate records of client information including contact details and policy changes.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Responded to customer inquiries and problems to promote great service.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
Education
High School Diploma -
Hillcrest High School
Midvale, UT06-1991
Some College (No Degree) - General Studies
Salt Lake Community College
Salt Lake City, UTSkills
- Contract management
- Bookkeeping
- Payroll processing
- Invoice tracking
- Data entry
- Customer relationship management
- Record keeping
- Effective communication
- Attention to detail
- Billing
- Office administration
- Organizational skills
Timeline
Office Manager
Roberts Brothers Siding
04.1997 - 09.2025
Office manager, licensed agent
State Farm
02.1993 - 03.1997
High School Diploma -
Hillcrest High School
Some College (No Degree) - General Studies
Salt Lake Community College
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