Jeanette Stemmer
Irvine,CA
Summary
Detail-oriented bookkeeper with strong technical proficiency and a commitment to accuracy in financial data entry and record keeping. Experienced in both accounting-focused and general office settings, dedicated to conforming with internal policies and standards. Knowledgeable life insurance broker with a background in insurance brokerage and skilled in risk assessment and policy recommendations. Expertise lies in building strong client relationships and customizing insurance solutions to meet individual needs. Proven abilities in negotiation and policy management, demonstrating a strategic approach and a keen attention to detail.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Insurance Broker
Stemmer Agency
07.2024 - Current
- Reported policy changes and company conditions affecting customer satisfaction.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Bookkeeper
Hobby Lobby
08.2020 - 10.2022
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
- Checked postings and documents for correctness, accuracy and proper coding.
- Reconciled or entered report discrepancies found in financial records.
CSM
Hobby Lobby
08.2020 - 01.2021
- Assisted staff with resolving complex customer issues and implementing targeted solutions.
- Organized shift assignments to meet expected coverage demands by factoring in typical loads and upcoming changes.
- Responded to phone and online customer service requests within designated turnaround time to improve customer satisfaction ratings.
- Delivered continuous training to associates to maximize performance and customer relations skills.
- Investigated sensitive customer service complaints and delivered prompt resolution to customer satisfaction.
- Upheld quality control policies and procedures to increase customer satisfaction.
- Led team engagement to assist cross-functional departments and achieve goals.
Cashier
Costco
05.2020 - 08.2020
- Accepted cash and credit card payments, issued receipts and provided change.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Processed refunds for worn, damaged and broken merchandise.
- Helped with purchases and signed customers up for rewards program.
- Worked closely with front-end staff to assist customers.
- Trained new team members in cash register operation, stock procedures and customer services.
Homemaker
Myself
01.2011 - 05.2020
Receptionist
Hotel
08.2006 - 10.2008
- Maintained confidentiality of information regarding clients and company.
- Confirmed appointments, communicated with clients, and updated client records.
- Restocked supplies and submitted purchase orders to maintain stock levels.
- Resolved customer problems and complaints.
Assistant Manager of Sales
C&A
08.2005 - 08.2006
- Coached employees on upselling products and recommending enhanced services.
- Built, motivated and led high-performing team focused on genuine care for needs of every customer.
- Supported staff with training, guidance and confident leadership.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Demonstrated exemplary customer service by engaging clients on sales floor.
- Completed store opening and closing procedures by counting drawers and managing security.
- Assisted sales team with completing customer transactions and managing issues.
- Evaluated costs against expected market price points and set structures to achieve profit targets.
Dental Technician
Hanna Baron
07.1995 - 10.1997
- Mixed porcelain and other materials for tooth molds used in offices and laboratories with high-quality and accurate results.
- Built and shaped wax teeth for patient replacements after reading and double-checking prescriptions and patient needs.
- Inspected broken or out-of-date apparatus for special specifications before repairing and making new ones.
- Completed repairs on various types of apparatus, monitoring work closely to maintain accuracy and meet patient needs.
- Monitored supply inventory in [Software] and ordered more ahead of schedule to prevent lost time.
- Polished completed molds and prostheses and maintained high standards of final products for best-in-class care.
- Assisted functionality of completed models with help of apparatus mimicking human bite and adjusted devices to enhance performance.
Education
Associate Degree in Dental Technician - Dental Technician
Max-Eyt-Schule
07.1995
High School Diploma -
Heinrich-Schuetz-Schule
05.1993
Skills
- Data Analysis and Research
- Payroll Liability and Deductions
- Time Management
- State Regulation Compliance
- Accounts Receivable
- Data Analysis
- Creative Problem Solving
- Precision and Accuracy
- Financial Recordkeeping
- Proactive and Self-Motivated
- Record Reconciliation
- Customer Relations
- Financial Calculation and Analysis
- Attention to Detail
- Account Auditing
- Confidential Document Control
- Accounting and Bookkeeping
- Purchase Orders
- Microsoft Office
- General Ledger Management
- Data Research and Analysis
- Calculating Deductions
- Financial Records and Processing
- General Ledger Updates
- Cost Accounting
- Account Reconciliation
- Financial Management
- Proactive team player
- Claims Handling
- Sales Presentations
- Driven
- Underwriting knowledge
- Life and health insurance
- Commission-based sales experience
- Excellent communication skills
- Policy Renewals
- Health insurance
- Life Insurance
- Life Insurance Sales
Certification
Life and Health Insurance License - CA Department of Insurance.
Languages
German
Native or Bilingual
English
Full Professional
Timeline
Insurance Broker
Stemmer Agency
07.2024 - Current
Bookkeeper
Hobby Lobby
08.2020 - 10.2022
CSM
Hobby Lobby
08.2020 - 01.2021
Cashier
Costco
05.2020 - 08.2020
Homemaker
Myself
01.2011 - 05.2020
Receptionist
Hotel
08.2006 - 10.2008
Assistant Manager of Sales
C&A
08.2005 - 08.2006
Dental Technician
Hanna Baron
07.1995 - 10.1997
High School Diploma -
Heinrich-Schuetz-Schule
Life and Health Insurance License - CA Department of Insurance.
Associate Degree in Dental Technician - Dental Technician
Max-Eyt-Schule
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