AP/AR meticulous financial record keeping, office management & software
Customer service, communication, inspection, financial reports for owner
Coordinated office operations, enhancing efficiency and supporting daily administrative tasks.
Developed standard operating procedures that streamlined administrative processes and reduced errors.
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.
Charlotte County Schools/Desoto County Schools
Educator
08.2015 - Current
Job overview
Create curriculum, people management, customer service (parents)
Supervision, redirection, evaluation, communication
Office equipment and technology
Implemented innovative teaching strategies to enhance student comprehension and retention.
Collaborated with parents and community stakeholders to support student learning objectives.
Leveraged technology to create interactive learning environments and streamline administrative tasks.
Built relationships and communicated with parents to provide best learning environment for children.
Family Insurance
Insurance Agent, Business Manager
01.1983 - 10.2002
Job overview
Insurance sales and service, customer service, risk management, record and data management
Supervision, delegation, propagation of efficiency
Accounting-account payable/receivable, tax information preparation for tax filing
(brief description)
Cultivated relationships with clients to assess insurance needs and recommend appropriate coverage options.
Analyzed client data to identify risk factors and tailor insurance policies accordingly.
Educated clients on policy details, benefits, and claims processes to ensure informed decisions.
Mentored junior agents, fostering skill development and improving team performance in sales strategies.
Implemented customer feedback initiatives to refine service delivery and enhance client satisfaction.
Built strong relationships with clients through consistent communication and excellent customer service.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Gates Business Solutions
Bookkeeper/Manager of Accounts and Finance
04.2010 - 08.2012
Job overview
Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
Reconciled bank statements and financial records to maintain accuracy and integrity of financial data.
Prepared monthly financial reports, summarizing revenues, expenses, and variances for management review.
Implemented streamlined bookkeeping processes, enhancing efficiency and reducing errors in financial reporting.
Conducted regular audits of financial transactions to ensure compliance with company policies and regulations.
Developed budgets and forecasts, providing strategic insights for financial planning and decision-making.
Education
Florida SouthWestern
Punta Gorda, FL
BAS from Supervision & Management
05.2015
University Overview
Skills
Accounting principals and practices, financial analysis, record management, budget preparation, record management, public speaking, interpersonal skills, problem-solving, leadership, time management, office equipment, computer programs
Customer service
Office management
Organizational skills
Office administration
Data entry
Billing
Scheduling and calendar management
Payroll processing
Bookkeeping
Account reconciliation
Relationship building
Staff management
Employee supervision
Human resources
Training and coaching
Documentation and control
Policy implementation
Financial reporting
Financial tracking
Expense reporting
Team supervision
Certification
CAM Certification
Educator Liscense
AWARDS
AWARDS
Magna Cum Laude, Phi Theta Kappa, Sigma Beta Delta