Summary
Overview
Work History
Education
Skills
Timeline
Volunteer

Laura Wells

Inverness,MS

Summary

Office Manager and insurance agent with over 6+ years of experience providing administrative support for a small business office.

Possess strong multi=tasking skills, with ability to simultaneously manage various projects and schedules.

Overview

8
8
years of post-secondary education
17
17
years of professional experience

Work History

Business Office Manager

Tollison Insurance, Inc
Ruleville, MS
04.2013 - Current
  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by utilizing mailings, phone solicitation; and social media.
  • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long- term goals.
  • Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Obtains underwriting approval by completing application for coverage.
  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
  • Serve as the point person for office manager duties including maintenance, mailing, shopping, supplies, equipment, bills, and errands.
  • Organize and schedule meetings and appointments.
  • Manage relationships with vendors and service providers, ensuring that all items are invoiced and paid on time.
  • Manage contract and price negotiations with office vendors, service providers and office lease.
  • Manage office budget, ensure accurate and timely reporting.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.

Medical Records Custodian

North Sunflower Medical Center / Rural Health Clinic
Ruleville, MS
07.2017 - Current
  • Gather patient information by collecting demographic information from a variety of sources; interacting with registration areas and physicians' offices; retrieving information from automated printer.
  • Maintain master patient index by completing assigned portion of daily audit trail; corrects and communicates problems according to established procedures.
  • Initiates the medical record by creating and processing the patient care record folder.
  • Deliver charts to assigned areas of the hospital by following established routing procedures.
  • Keep health care providers informed by communicating availability or unavailability of the record.
  • Maintain quality results by following clinic standards.
  • Maintain continuity of work operations by documenting and communicating actions, irregularities, and continuing needs.
  • Maintain patient confidence by keeping patient records information confidential.
  • Enhance medical records and clinic reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
  • Input data into computer programs and filing systems.
  • Interacted and communicated easily with department personnel and public.
  • Received and processed medical records requests.
  • Reviewed medical records for completeness and filed records in alphabetic and numeric order.
  • Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
  • Adhered to all facility, company and legal guidelines.
  • Processed medical records requests from outside providers according to facility, state and federal law.
  • Audited records for accuracy.
  • Prepared mailings of information and documentation.
  • Received and routed medical records.
  • Obtained patient releases for dissemination of information.

Substitute Teacher

Cleveland School District
Cleveland, MS
09.2011 - 04.2012
  • Reported to the principal or school secretary upon arrival at school.
  • Communicated, collaborated, and cooperated with colleagues, supervisors, students, and parents/guardians.
  • Maintained, as fully possible, the established routines and procedures of the school and classroom to which assigned.
  • Assumed the responsibilities for instructing classes when a teacher was absent.
  • Assumed other responsibilities for that teacher during the time the teacher was absent.
  • Assumed responsibility for overseeing student behavior in class, during lunch, and other activities.
  • Consulted, as appropriate, with the principal or coordinating teachers, before initiating any teaching or other procedures not specified in the lesson plans.
  • Maintained appropriate records including checking test papers, recording grades, and student assignments for homework, projects and necessary clerical work to maintain student records for a teacher who is absent.
  • Provided for individualized and small group assistance for students as indicated by lesson plans.
  • Followed all Cleveland School District and individual school policies, rules and procedures to which regular teachers are subject and which good teach dictates.
  • Any other duties as assigned.

Assistant Head Teller

Community Bank
Indianola, WA
02.2006 - 07.2011
  • Provided administrative support to Head Teller serving 5000+ customers in the banking system.
  • Supervised and trained all tellers in the drive thru area and oversee all of their daily transactions.
  • Demonstrated the ability and willingness to interact and communicate effectively with customers to fulfill all of their financial needs and expectations.
  • Effectively multi-task various customers’ needs at drive thru window.
  • Ensure customer privacy by keeping it confidential consistent with bank policy.
  • Effectively deal with difficult situations by researching, following up on inquiries, resolving bookkeeping problems, statement issues, stop payments, wires, ACH, 4 Site, foreign currency, copies, faxes, and safety deposit boxes in a timely manner.
  • Issued and expedited cash transactions to include monetary instruments, loan payments, deposits, and cash advances in a timely manner.
  • Balanced teller window and collections items in an accurate and timely manner daily.
  • Maintained cash - limits, mutilated, and strapped currency in accordance with bank procedures and guidelines.
  • Responsible for drafting and mailing New and Renewed Account Letters.
  • Responsible for marketing and coordinating the Heels and Handbag Community Bank Fashion Show to energize the business community in an effort to strengthen the local economy.
  • Promoted to Assistant Head Teller within Two Years of Employment.

Education

Mississippi Bankers Training Center -

Mississippi School Of Banking
Jackson, MS

State Licensed Insurance Agent - Property & Casualty /Surplus Lines Insurance Agent

Mississippi State Insurance Department
Jackson, MS
03.2014 - 03.2014

Master of Arts - Technology in Education

Strayer University
Jackson, MS
08.2008 - 05.2012

Bachelor of Arts - Educational Studies

Western Governors University
Salt Lake City, UT
01.2004 - 08.2008

Skills

Documentation and control

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Timeline

Medical Records Custodian

North Sunflower Medical Center / Rural Health Clinic
07.2017 - Current

State Licensed Insurance Agent - Property & Casualty /Surplus Lines Insurance Agent

Mississippi State Insurance Department
03.2014 - 03.2014

Business Office Manager

Tollison Insurance, Inc
04.2013 - Current

Substitute Teacher

Cleveland School District
09.2011 - 04.2012

Master of Arts - Technology in Education

Strayer University
08.2008 - 05.2012

Assistant Head Teller

Community Bank
02.2006 - 07.2011

Bachelor of Arts - Educational Studies

Western Governors University
01.2004 - 08.2008

Mississippi Bankers Training Center -

Mississippi School Of Banking

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Laura Wells