Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Jessica Beckman

Corvallis,MT

Summary

I believe that I would be an excellent addition to your procurement tech team. Between my experience as a Projects Finishes Coordinator and my years as an insurance agent, I believe I have the right skills to succeed in the position.

Overview

9
9
years of professional experience

Work History

Insurance Agent

Hamilton Insurance
07.2019 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service
  • Responded to customer calls swiftly to resolve issues and answer questions
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates
  • Maintained high standards of customer service by building relationships with clients
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements
  • Prepared and reviewed insurance applications to verify compliance with regulations
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients
  • Utilized CRM software to manage client relationships
  • Created detailed reports for management to track performance and sales.

Insurance Agent

AAA
01.2017 - 07.2019
  • Built strong relationships with clients through consistent communication and excellent customer service
  • Responded to customer calls swiftly to resolve issues and answer questions
  • Utilized CRM software to manage client relationships
  • Created detailed reports for management to track performance and sales
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Projects Finishes Coordinator

Rocky Mountain Homes
09.2015 - 01.2017
  • Entered data, generated reports, and produced tracking documents
  • Improved team productivity with regular communication and progress updates, fostering a collaborative work environment
  • Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed
  • Tracked records, filed documents and maintained communication between clients to manage office activities
  • Increased efficiency by streamlining coordination processes and implementing new organizational systems
  • Reconciled processed invoices against purchase orders, identifying discrepancies and resolving issues promptly
  • Maintained accurate vendor information in the database, ensuring efficient communication and payment processing
  • Reduced invoice errors with thorough data entry and verification procedures
  • Managed high volume of invoices, consistently meeting deadlines while maintaining accuracy and organization
  • Coordinated with procurement team on purchase order creation and modifications, ensuring seamless integration into the invoicing process
  • Assisted with month-end closing procedures by preparing necessary reports and reconciliations related to invoicing activities
  • Negotiated favorable payment terms with vendors, resulting in cost savings for the company
  • Processed invoices and payments in line with company policies and procedures
  • Reviewed invoices for accuracy and completeness prior to issuing payments
  • Investigated and resolved invoicing discrepancies to maintain good vendor relations.

Education

Masters of Science in Accountancy -

University of Phoenix

Skills

Supplier Relationship Management

Order tracking

Strategic Sourcing

Material Requirement Planning

Administrative Support

Vendor relationships

Financial Transactions

Knowledge management

Invoice Verification

Sustainability practices

Organization skills

Teamwork and Collaboration

Customer Service

Problem-Solving

Time Management

Attention to Detail

Problem-solving abilities

Multitasking

Writing and verbal communication

Reliability

Materials purchasing

Purchase order creation

Telephone and email etiquette

Active Listening

Paperwork management

Product Knowledge

Supplier negotiation

Purchasing Processes

Order Preparation

Quality Control

Inventory Management

Project Management

Purchasing

Shipment Verification

Price dispute resolution

Proficiency in Microsoft Word & Excel

References

  • Casey Chaloupek, Former Coworker, 406-241-7695
  • Monica Simatovic, Former Coworker, 406-499-2654
  • Alessandra Malt, Former Coworker, 803-240-4948

Timeline

Insurance Agent

Hamilton Insurance
07.2019 - Current

Insurance Agent

AAA
01.2017 - 07.2019

Projects Finishes Coordinator

Rocky Mountain Homes
09.2015 - 01.2017

Masters of Science in Accountancy -

University of Phoenix

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Jessica Beckman