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
2013.04 - 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
2017.07 - 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
2011.09 - 2012.04
- 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
2006.02 - 2011.07
- 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, MSState Licensed Insurance Agent - Property & Casualty /Surplus Lines Insurance Agent
Mississippi State Insurance Department
Jackson, MS 2014.03 - 2014.03
Master of Arts - Technology in Education
Strayer University
Jackson, MS 2008.08 - 2012.05
Bachelor of Arts - Educational Studies
Western Governors University
Salt Lake City, UT 2004.01 - 2008.08
Skills
Documentation and control
undefinedTimeline
Medical Records Custodian
North Sunflower Medical Center / Rural Health Clinic
2017.07 - Current
State Licensed Insurance Agent - Property & Casualty /Surplus Lines Insurance Agent
Mississippi State Insurance Department
2014.03 - 2014.03
Business Office Manager
Tollison Insurance, Inc
2013.04 - Current
Substitute Teacher
Cleveland School District
2011.09 - 2012.04
Master of Arts - Technology in Education
Strayer University
2008.08 - 2012.05
Assistant Head Teller
Community Bank
2006.02 - 2011.07
Bachelor of Arts - Educational Studies
Western Governors University
2004.01 - 2008.08
Mississippi Bankers Training Center -
Mississippi School Of Banking