Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Karen Zafra

Perris,CA

Summary

Bilingual financial and insurance professional with 8+ years of experience in accounting, underwriting support, and client relationship management. Licensed Property and Casualty Insurance Agent with strong skills in claims handling, policy servicing, and risk assessment. Expertise in streamlining operations and enhancing reporting accuracy, resulting in improved client service in fast-paced environments. QuickBooks Certified with extensive knowledge in GAAP compliance, tax preparation, and cross-functional collaboration.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Executive Account Manager

CAR FLO, INC.
Remote, NY
01.2022 - Current
  • Managed vehicle licensure and fleet registration, ensuring compliance and efficiency.
  • Prepared monthly financial statements, including cash flow, profit and loss, and balance sheets.
  • Assisted with tax filings, bank reconciliations, and quarterly reporting to maintain accuracy.
  • Streamlined accounting entries and resolved data inconsistencies to enhance reporting accuracy.
  • Reviewed monthly sales data to assess progress towards goals and identify trends.
  • Analyzed trends from sales data to inform strategic adjustments and improve outcomes.
  • Generated comprehensive maintenance and progress reports for operational insights.
  • Collaborated with teams to align financial practices with organizational objectives.

Insurance Agent

NYAB Brokerage
Long Island City, NY
03.2017 - 07.2025
  • Customized insurance policies to enhance client retention rates.
  • Generated new business through referrals and managed renewals effectively.
  • Assisted with filing and follow-up of insurance claims to maintain high client satisfaction.
  • Reconciled daily receipts and balanced cash drawers accurately.
  • Developed comprehensive insurance plans tailored to individual client needs.
  • Assessed customer risk levels and recommended suitable coverage options.
  • Negotiated contracts between insurers and clients to secure favorable terms.

Accounting Assistant

GGI Brokerage
Sunnyside, NY
06.2014 - 02.2017
  • Managed tax filings, payroll, and accounts receivable/payable tasks efficiently.
  • Facilitated IRS correspondence for clients and reviewed tax returns meticulously.
  • Oversaw organization of tax documents and compliance documentation to ensure accuracy.
  • Coordinated annual audits with external auditors, providing necessary documentation.
  • Executed bi-weekly payroll services for company employees without discrepancies.
  • Entered data into accounting software, including QuickBooks and Sage 50 Accounting Software.
  • Performed credit checks on new clients, establishing favorable payment terms.
  • Collaborated with auditors during year-end audits to streamline processes.

Education

AAS - Accounting

LaGuardia Community College
New York, NY
06-2021

Skills

  • Accounting principles (GAAP)
  • Tax preparation
  • Financial reporting
  • QuickBooks proficiency
  • Microsoft Office Suite
  • Expense management
  • Accounts payable and receivable
  • Auditing expertise
  • Client relationship management
  • Risk assessment
  • Project management
  • Contract negotiation

Certification

Certified QuickBooks Online ProAdvisor, 11/25

Property and Casualty Insurance License – New York State, Active
Issued by NYS Department of Financial Services

Languages

Spanish
Native/ Bilingual

References

References available upon request.

Timeline

Executive Account Manager

CAR FLO, INC.
01.2022 - Current

Insurance Agent

NYAB Brokerage
03.2017 - 07.2025

Accounting Assistant

GGI Brokerage
06.2014 - 02.2017

AAS - Accounting

LaGuardia Community College

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