Jaclyn McDonald
Fort Worth,TX
Summary
Talented Administrative professional with background in accounting and finance. Extensive knowledge of AR/AP, Microsoft Office Suit and QuickBooks software. Leveraging 10+ years of excellence in office settings.
Overview
15
15
years of professional experience
Work History
Underwriting Service Assistant
State Farm
Richardson, TX
03.2015 - Current
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Provided high level of assistance to help with review, classification, coding and rating of applications.
- Responded to customer requests via telephone and email and effectively answered questions and inquiries.
- Verified data integrity and accuracy.
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Monitored underwriting teams' performance and provided mentoring to achieve personal and department production goals.
- Entered payments and account information [ConnecZ] system.
- Completed daily logs for management review. (OPS)
- Increased profitability and productivity by minimizing downtime and streamlining quality control procedures.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Performed wide-ranging administrative, financial and service-related functions.
Front Office Clerk
Hopkins Wholesale
Fort Worth , TX
11.2011 - 03.2015
- Reviewed and streamlined digital file systems to reduce usage errors.
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
- Maintained clean reception area to promote positive, professional environment for clients.
- Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
- Delivered clerical support by handling range of routine and special requirements.
- Took more than 50 incoming calls per day, provided information and routed callers to correct personnel.
- Maintained transaction security by verifying payment cards against identification.
- Responded to inquiries from callers seeking information.
- Processed payments and informed individuals of further financial responsibility to facilitate timely payments.
- Directed phone inquiries, answered customer questions and scheduled appointments.
- Drafted common document templates for use by executives and employees.
- Ordered and distributed office supplies while adhering to fixed office budget.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Performed wide-ranging administrative, financial and service-related functions.
- Increased customer service success rates by quickly resolving issues.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Volunteered to help with special projects of varying degrees of complexity.
Office Manager
H & M Communications
Fort Worth, TX
02.2007 - 11.2011
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Developed standard operating procedures for all administrative employees.
- Arranged corporate and office conferences for company employees and guests.
- Compared vendor prices and negotiated for optimal savings.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
- Sourced vendors for special project needs and negotiated contracts.
- Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
- Maintained computer and physical filing systems.
Education
High School Diploma -
Winfree Academy
Grapevine11.2002
Skills
- Document scanning
- Time management
- Business Development
- Policy Development
- Quality assurance
- Data analysis
- Policy renewal
- Clerical support
- Relationship building
- Sorting and labeling
- Accounting familiarity
- Filing and data archiving
- Spreadsheet management
- Multi-line phone proficiency
- Mail handling
- Bookkeeping
Timeline
Underwriting Service Assistant
State Farm
03.2015 - Current
Front Office Clerk
Hopkins Wholesale
11.2011 - 03.2015
Office Manager
H & M Communications
02.2007 - 11.2011
High School Diploma -
Winfree Academy