Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Lewis

Laurel,MT

Summary

Proven track record in enhancing client satisfaction and retention, demonstrated during my tenure at PayneWest Insurance, by leveraging expertise in insurance policy comprehension and exceptional customer service skills. Achieved consistent sales growth by identifying upselling opportunities and streamlining account management processes.

Overview

19
19
years of professional experience

Work History

Accounting/HR Assistant

Sanderson Stewart
04.2021 - Current
  • Documented human resources records and maintained confidentiality of sensitive personal information.
  • Responded to inquiries by answering telephone calls, in-person questions and emails.
  • Updated Human Resources Information System (HRIS) database, maintained data accuracy and assisted with system changes.
  • Maintained office supplies, distributed mail and processed invoices for payment.
  • Ensured accuracy of personnel records by meticulously maintaining confidential files and databases.
  • Partnered with management team to coordinate on-boarding and off-boarding processes.
  • Managed benefits administration, ensuring accurate enrollment and providing helpful resources for employees.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
  • Completed payroll functions to facilitate accurate and prompt staff payments.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.

Office Manager

Century 21 Hometown Brokers
02.2016 - 03.2021
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.

Bookkeeping

Hurry Up and Wait
02.2016 - 03.2021
  • In addition to the duties with Century 21, I was also in charge of the Bookkeeping for the Construction Business, which was owned and operated by the same individual.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked well in a team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Paid attention to detail while completing assignments.

Account Manager

Ebms
03.2013 - 02.2016
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Used analytical skills to track and report on account performance metrics, providing insights for future growth opportunities.
  • Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.

Account Executive

PayneWest Insurance
08.2005 - 03.2013
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
  • Negotiated contracts successfully, securing favorable terms for both the company and clients.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Streamlined account management processes for increased efficiency and improved client retention rates.
  • Prepared additional quotes for current clients to upsell products and services.

Education

Associate of Business Administration - Business Management

Billings Business College
Billings, MT
1994

Skills

  • Employee Relations
  • Benefits Administration
  • Payroll Administration
  • HRIS database management
  • Insurance Risk Management
  • Office Administration
  • Team Player
  • Business Administration

Timeline

Accounting/HR Assistant

Sanderson Stewart
04.2021 - Current

Office Manager

Century 21 Hometown Brokers
02.2016 - 03.2021

Bookkeeping

Hurry Up and Wait
02.2016 - 03.2021

Account Manager

Ebms
03.2013 - 02.2016

Account Executive

PayneWest Insurance
08.2005 - 03.2013

Associate of Business Administration - Business Management

Billings Business College

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Heather Lewis