Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jody Lopinski

6423 Range Line Rd. Palms,MI

Summary

Quality-driven professional with several years of comprehensive experience working with teammates to support accounting functions. Accurately inputs data and records day-to-day transactions. Solid understanding of basic bookkeeping and accounts payable and receivable.

Overview

13
13
years of professional experience

Work History

Office Manager

Maier Driver Education School, LLC
Palms, MI
10.2020 - Current
  • Delivered efficient customer assistance, managing incoming inquiries through calls and emails.
  • Performed administrative tasks including filing paperwork, updating databases, and generating reports
  • Assisted customers in selecting and scheduling courses.
  • Scheduled and managed staff effectively.
  • Properly maintained account records by diligently tracking invoices and payments for accuracy.
  • Managed payroll operations while maintaining proper records of employee personnel.
  • Maintained an efficient filing system to ensure easy access to important records and documents.
  • Verified conformity with all applicable legal stipulations regarding the office's activities.

Customer Service Representative

Stone Insurance Agency
Deckerville, MI
03.2014 - 10.2020
  • Reviewed new business applications for underwriter submission.
  • Processed applications, endorsements, cancellations, reinstatements, audits, and renewals efficiently and accurately.
  • Maintained meticulous records of customer interactions, capturing details of conversations and account revisions.
  • Assisted clients in implementing effective strategies for claims processing.
  • Effectively communicated information regarding coverages, exclusions, limits, and policy provisions for enhanced client comprehension.
  • Utilized an automated system for rating plans, generating proposals, issuing policies, tracking payments.

Customer Service Representative

Casey Jahn - Farm Bureau
Harbor Beach, MI
07.2011 - 03.2014
  • Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
  • Navigated computer system to look up customer information and update policies.
  • Performed administrative duties such as filing, scanning, faxing, copying documents.
  • Maintained accurate records of customer interactions and transactions.
  • Processed insurance policy changes and updates accurately and efficiently.

Education

Some College (No Degree) - Accounting

Eastern Michigan University
Ypsilanti, MI

Skills

  • Customer Service
  • Accounts Payable
  • Accounts Receivable
  • Payroll Processing
  • Scheduling
  • QuickBooks
  • Word
  • Excel

Timeline

Office Manager

Maier Driver Education School, LLC
10.2020 - Current

Customer Service Representative

Stone Insurance Agency
03.2014 - 10.2020

Customer Service Representative

Casey Jahn - Farm Bureau
07.2011 - 03.2014

Some College (No Degree) - Accounting

Eastern Michigan University

Similar Profiles

CREATE PROFILE
Jody Lopinski