Betty Frisbee
Grass Valley,CA
Summary
Hardworking employee enthusiastic about learning accounting field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building, and problem-solving abilities. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
22
22
years of professional experience
Work History
Truck Driver
Transco Lines
Russleville, AR
09.2014 - 02.2022
- Dropped and hooked trailers and changed configuration of equipment.
- Maintained current Class A CDL with Hazardous Materials and Doubles and Triples endorsements.
- Clearly communicated with dispatchers to give updated information on estimated times of arrival and latest road conditions.
- Minimized delays by planning and adjusting routes to account for changing weather and traffic conditions.
- Completed regular inspections and maintenance actions, as well as basic equipment repairs, to keep equipment operating at peak levels.
- Logged daily delivery details, customer issues and mileage to maintain open communication with management and keep compliant records.
- Transported hazardous materials and oversized shipments without incident.
- Finalized daily logs on schedule to update internal records and uphold DOT requirements.
- Communicated with other truck drivers and operators to coordinate materials handling and deliveries.
- Interacted with customers and offered exemplary service, escalating issues to manager.
Agency Producer/Office Manager/Bookkeeper
Ken Frisbee Insurance Services
Marysville, CA
09.2006 - 10.2013
- Set, administered and tracked budgets to keep financial operations in line.
- Looked at ongoing projects for inefficiencies and found ways to cut waste.
- Managed schedules, set milestones and evaluated progress.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Remained impartial in order to advise clients based on circumstances.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Finalized sales and collected necessary deposits.
- Met with customers to provide information about available products and policies.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Identified and solicited sales prospects in agency databases.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Collected, analyzed and validated agency commissions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
- Developed standard operating procedures for all administrative employees.
- Maintained computer and physical filing systems.
- Coordinated special projects and managed schedules.
- Managed office operations while scheduling appointments for department managers.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Compared vendor prices and negotiated for optimal savings.
Office Manager/Agency Producer
Matthew Sheahan Insurance Services
Sacramento, CA
07.1999 - 09.2006
- Conserved agency resources and minimized waste by accurately logging company property, supplies and equipment to avoid duplicative ordering.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Approved staff hiring, termination, promotions and department transfers.
- Established Data management program to monitor agency services and identify opportunities to measure actions.
- Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.
- Protected client and co-worker confidentiality, maintained data privacy compliance and adhered to HIPAA restrictions.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Maintained computer and physical filing systems.
- Utilized client and staff feedback to maintain customer partnerships and increase revenue.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Education
Associate of Science - Accounting
University of Phoenix
Tempe, AZ02.2018
Skills
- Adaptability and Flexibility
- Problem Solving
- Tractor-Trailer Operation
- Time Management
- Customer Relations
- Microsoft Office Suite
- Customer Service Management
- Adaptable and Resilient
- Intuit QuickBooks
- Honesty and Integrity
- Documentation and Recordkeeping
- Office Equipment Management
- Verbal and Written Communication
- Proactive and Self-Motivated
- Logistics planning
- Commercial driving
- Hazardous Materials Endorsement
- GPS and route planning
- Class A Commercial Driver's License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Truck Driver
Transco Lines
09.2014 - 02.2022
Agency Producer/Office Manager/Bookkeeper
Ken Frisbee Insurance Services
09.2006 - 10.2013
Office Manager/Agency Producer
Matthew Sheahan Insurance Services
07.1999 - 09.2006
Associate of Science - Accounting
University of Phoenix
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