Jacqueline Bryant
Summary
Resourceful Personal Lines Account Manager known for high productivity and efficient task completion. Specialize in client relationship management, team development, and self improvement. Excel in communication, problem-solving, and adaptability, ensuring excellent service and client satisfaction.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Beatty Insurance Agency
Seymour
04.2022 - Current
- Manage client portfolios for personal & farm insurance policies.
- Assist clients in selecting appropriate coverage options and policy types.
- Reviewed and processed policy renewals to ensure compliance with regulations.
- Collaborated with underwriters to address client inquiries and policy changes.
- Developed strong relationships with clients by providing exceptional customer service.
- Provided quotes on various types of insurance policies.
- Implemented procedures designed to improve efficiency within the department.
- Provided support to existing staff on various tasks and duties, along with training all new hires.
- Performed daily balancing of cash & checks to ensure accuracy of records/ deposit funds.
Assistant Financial Secretary
Immanuel Lutheran Church and School
Seymour
06.2015 - 04.2022
- Managed financial records and transactions for church operations and school activities.
- Processed payroll for staff, ensuring timely and accurate payments.
- Assisted in budgeting and forecasting for church events and school programs.
- Managed employee benefits enrollment and changes for diverse workforce.
- Maintained accurate records of employee benefits information in HR systems.
- Supported audits by providing necessary documentation and information.
- Generated reports detailing income, expenses, assets, liabilities.
- Prepared bank deposits and reconciled bank statements.
Assistant Manager
First Financial Bank
Columbus
01.2010 - 06.2015
- Managed daily banking operations and ensured compliance with regulations.
- Coordinated loan processes and evaluated credit applications effectively.
- Oversaw cash management procedures to ensure accuracy and security.
- Fostered relationships with key clients to strengthen community ties and loyalty.
- Conducted regular meetings with staff members to discuss progress towards goals.
- Supervised daily teller operations and managed staff performance standards.
- Maintained cash drawers, ensuring proper currency handling and balancing.
- Maintained a high level of customer service by ensuring all customers received prompt, efficient and courteous service.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Restaurant Manager
Burger King
Seymour
06.1997 - 01.2010
- Managed daily operations and staff scheduling for fast-paced restaurant environment.
- Trained and supervised team members on customer service and food safety standards.
- Oversaw inventory management and ensured accurate stock levels at all times.
- Coordinated with suppliers to maintain quality and timely delivery of products.
- Maintained cleanliness and compliance with health regulations throughout the restaurant.
- Conducted regular performance evaluations to support staff development initiatives.
- Managed day-to-day operations of restaurant, including scheduling, budgeting, and inventory control.
- Resolved customer complaints in a professional manner to maintain positive relationships with guests.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Trained workers in food preparation, money handling, and cleaning roles to facilitate restaurant operations.
- Coached team members on food safety and sanitation processes, customer service, menu education and up-selling techniques to drive revenue.
- Optimized profits by controlling food, beverage and labor costs.
Education
Brownstown High School
Brownstown, INSkills
- Customer relationship management
- Policy management
- Policy Knowledge
- Attention to detail
- Time management
- Multitasking capacity
- Critical thinking
- Adaptability and flexibility
- Teamwork and collaboration
- Verbal and written communication
Certification
- Property and Casualty License
- Notary Public
Timeline
Personal Lines Account Manager
Beatty Insurance Agency
04.2022 - Current
Assistant Financial Secretary
Immanuel Lutheran Church and School
06.2015 - 04.2022
Assistant Manager
First Financial Bank
01.2010 - 06.2015
Restaurant Manager
Burger King
06.1997 - 01.2010
Brownstown High School