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, MISkills
- 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
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