Jenette Mayo
Cane Ridge,TN
Summary
Dedicated professional with extensive experience in customer service, finance, administrative tasks, and office management. Highly motivated individual who strongly believes service is key to the bottom line of any business.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Office Manager
TRC Worldwide Engineering And Construction
05.2023 - Current
- Provides administrative support to CEO and staff, including scheduling meetings, booking client appointments, preparing agendas, travel arrangements, and taking minutes.
- Accounts Payable bookkeeping and credit card processing.
- Accounts Receivable daily cash reports, ACH payments, outstanding weekly reports, and vendor collections.
- Screens incoming telephone calls, routing to appropriate personnel.
- Monthly expense reports for CEO and senior staff.
- Renewal of all professional engineering licenses for CEO and affiliate companies and submission of appropriate annual state filings.
- Manages commercial and private property insurance policies.
- Manages company vehicles and registration renewals.
- Manages CEO's Air B&B property.
- Manages employee database and corporate office calendar.
- Event coordinator for client and employee functions.
- Manages office supplies, office equipment, and vendor accounts.
- Manages all incoming calls and mail shipments.
CASE RELATIONSHIP MANAGER
AIG
01.2014 - 05.2023
- Relationship manager for assigned insurance agencies to include recruitment, onboarding, training, application submissions, weekly service calls, and monthly sales calls.
- Built and maintained relationships with new and existing agencies while providing high level customized service
- Administrative assistant for senior Underwriting and Sales staff to include weekly, monthly, quarterly, and annual underwriting and sales reports.
- Managed relationships with dedicated external medical vendors.
- Processed New Business applications from submission to post-commission payout.
- Collaborated with various processing departments to improve communication and process flow utilizing SMART methods.
NEW BUSINESS & SERVICE MANAGER
Keystone Financial Resources
01.2011 - 12.2013
- Processed all Annuity, Life Insurance, and Long Term Care Applications.
- Assisted clients with completion of Applications and coordinating Suitability, New Business, and Underwriting requirements with contracted carriers.
- Coordinated incoming transfers for premium and delivery meetings upon policy issue.
- Processed opening of managed money accounts with various custodians and coordinated incoming transfers of stocks, bonds, mutual funds, employer plan rollovers, and cash wires.
- Created training material and trained new administrative staff through the onboarding process.
- Created various spreadsheets tracking sales numbers, commissions, and productivity.
- Managed advisor contracting and required product training.
- Managed client events and sales seminars.
- Client point of contact for Escalated service-related matters.
- Administrative assistant to managing partners, including calendar management and travel arrangements.
PERSONAL TRUST ASSISTANT
Regions Morgan Keegan Trust
03.2003 - 01.2011
- Administrative support to Vice President of Personal Trust division, to include travel arrangements, client appointments, expense reports, sales reports, incoming calls, and emails, and annual court accounting.
- Processed opening, closing, and daily management of client accounts.
- Coordinated incoming and outgoing transfer of stocks, bonds, mutual funds, and cash wires.
- Daily contact for all service-related matters and account maintenance.
- Trust Department liaison for client medical management, to include Medicare enrollment, insurance management, and home health payroll.
Client Service Representative
Regions Bank
04.2002 - 03.2003
- Opened checking accounts, savings accounts, home equity lines of credit, and safe deposit boxes for clients
- Maintained monthly, quarterly, and annual sales goals for banking products, to include sales calls and networking with for sales leads
- Client point of contact for escalated and complex services matters
- Managed employee banking for affiliate departments
Teller
Regions Bank
11.2000 - 04.2002
- Processed customer transactions.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Answered customer inquiries regarding account balances, transaction history, and service charges.
Education
HIGH SCHOOL DIPLOMA -
Antioch High School
Antioch, TNSkills
- Advanced MS Office Suite Knowledge
- Excel Spreadsheets
- Office Management
- Administrative Support
- Travel Planning
- New Business Development
- Project Management
- Database Organization
- Accounting Support
- Bookkeeping
- Back Office Operations
- Cash Deposit Preparation
Certification
- Leadership Build LLC Microsoft Excel Advanced Course
- Leadership Build LLC Microsoft Excel Intermediate Course
Volunteer Experience
Operation Rose, Nashville, TN, 02/01/21, 05/01/23, Organized and assisted with events, activities and programs to drive outreach initiatives. Coordinated special projects and assignments. Helped organize fundraisers to benefit organizational objectives. Provided administrative support to the nonprofit organization.
Timeline
Office Manager
TRC Worldwide Engineering And Construction
05.2023 - Current
CASE RELATIONSHIP MANAGER
AIG
01.2014 - 05.2023
NEW BUSINESS & SERVICE MANAGER
Keystone Financial Resources
01.2011 - 12.2013
PERSONAL TRUST ASSISTANT
Regions Morgan Keegan Trust
03.2003 - 01.2011
Client Service Representative
Regions Bank
04.2002 - 03.2003
Teller
Regions Bank
11.2000 - 04.2002
HIGH SCHOOL DIPLOMA -
Antioch High School
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