Leah Valdez Frink
Craig,CO
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
23
23
years of professional experience
Work History
Insurance Agent
Colorado Farm Bureau Insurance Company
11.2021 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Accounts Payable
City Of Craig
10.2020 - 10.2021
- Streamlined accounts payable processes by implementing efficient invoice tracking and payment systems.
- Reduced the number of overdue invoices for improved cash flow management.
- Ensured accurate financial reporting with meticulous record-keeping and data entry tasks.
- Enhanced vendor relationships through timely payments and clear communication channels.
- Assisted in the preparation of financial statements, providing detailed account reconciliations and analysis.
- Managed a high volume of invoices, prioritizing payment schedules to optimize cash flow and maintain strong vendor relations.
- Maintained up-to-date customer records, facilitating accurate invoicing and prompt payment receipt.
Campus Fiscal Manager and HR Liaison
Colorado Mountain College
05.2019 - 01.2021
- Knowledgeable in the generally accepted accounting principles (GAAP) and practices as well as business office operations
- Works with in governmental fund accounting procedures
- Creating annual campus wide budgets with department heads according to college policies and procedures
- Preparing journal entries as needed
- Process large volumes of invoices, expenses vouchers and other documents to verify and post proper records
- Knowledgeable in the process with requesting RFP's and RFQ's in accordance with CMC's purchasing guidelines as well as creating BPO's and PO's
- Work with vendors, Risk management and Purchasing to ensure all Certificates of Insurance are compliant and current with CMC's policies
- Creates monthly budget reports for all department heads to review
- Analyze data for all special and regular financial reports
- Analyze quarterly budgets and identify areas of concern
- Serve as a designated buyer for our campus
- Receipt payment for student accounts as well as process refunds when applicable for student accounts
- Reconcile daily cash receipts and safeguard funds to and from the bank
- Monitor student payment plans and process monthly collection letters
- Provide high quality customer service not only to students and staff but also vendors
- As the HR Liaison - work closely with hiring managers to ensure all new employees have proper paperwork, background check and I-9 done in a timely fashion
- Point of contact for facilities use / rental of our building and coordination of proper vendor set up, billing, building use and any requests of the vendor.
Payroll Accountant
Colorado Mountain College
01.2017 - 05.2019
- Process bi-weekly payroll for over 200 part time employees as well as the monthly adjunct payroll of over 400 employees
- Ensures payrolls are processed according to IRS, State, and PERA regulations
- Assisted with annual audit for CMC with in the payroll department
- Provides training and guidance for payroll, benefit and retirement issues to internal and external parties
- Responsible for new hire verification, certification and reporting as required by appropriate federal and state agencies
- Ability to organize and prioritize workload as well as meet deadlines, perform accurate, detail-oriented calculations, utilize automated programs, prepare payroll financial reports and spreadsheets
- Processes remittances and garnishments to all appropriate parties
- Coordinates all incoming adjunct and part time new hire paperwork
- Problem solving as issues arise
- Work closely with payroll team and take on duties as assigned.
Substitute Teacher and Summer School Teacher (part-time)
Garfield School District 16
01.2012 - 01.2016
- Substitute teach in K-12 classrooms and implement lesson plans given
- Front Office Assistance in all school buildings
- Create lesson plans and teach summer school to K-5th graders.
Owner of Home Child Care
01.2008 - 01.2012
- Ran a successful home childcare for four years
- Reported to the state annually as well as participated in a food program that dropped in four times a year to check paperwork was current.
Director of Large Child Care Center
Garfield School District 16
01.2007 - 01.2008
- Hired all personal for center / Trained all personal
- Accounting and Human Resource
- Enrolled children with all proper paperwork
- Helped in classrooms / Developed curriculum
- Managed all aspects of the child care center including all business aspects.
Administrative Assistant
Frink and Associates, CPA firm
01.2001 - 01.2006
- Answered phones / Scheduled appointments
- Accounts Receivables and Accounts Payables
- Excellent customer relationships with over 300 clients
- Helped process tax returns and other tax related documents
- All administrative duties.
Education
Bachelors of Science Business Administration - Accounting
Colorado Mountain College
01.2017
Skills
- Policy Renewals
- Lead Development
- Client Relations
- Customer Service
- CRM Software
- Customer Follow-Up
- Account Management
- Client Retention
- Licensed Insurance Agent
Awards Or Certificates
Recipient of the 2017 Educational Foundation of the Colorado Society of CPAs Golden Key Award for being the top graduating accounting student at CMC on the CPA track.
Work Related Experience
- Increased book of business and built a strong report with current clients
- Excelled to an Agency Mentor, and mentored two agents. One that will be 2023's Developing Agent of the Year.
- Strong communication skills
Other Involvements
- Council Person for the Town of Parachute 2020-present
- Grand Valley Middle School Track coach 2016-2017
- Grand Valley Parks and Rec Girls Basketball coach 2012-2017
Professional References
- Tinker Duclo, Vice President and Campus Dean of Rifle CMC Campus, (970)625-6926, tduclo@coloradomtn.edu
- Angela Wurtsmith, Director of Human Resources at Colorado Mountain College, (970) 947-8311, awurtsmith@coloradomtn.edu
- Mike Rhoades, HRIS & Payroll Manager at Colorado Mountain College, (970) 947-8303, mrhoades@coloradomtn.edu
- Mary Boyd, Vice President, Fiscal Affairs, (970) 384-8513, mmboyd@coloradomtn.edu
- Jason Cordova, Facilities Manager II at Colorado Mountain College, (970) 625-6931, jcordova@coloradomtn.edu
- Amanda Ward, Student Accounts Manager at Colorado Mountain College, (970) 384-8509, award@coloradomtn.edu
Career Overview
Professional with more than 24 years of experience working in diverse office settings. Demonstrates ability to excel at prioritizing, completing multiple tasks simultaneously, and following through to achieve project goals. Provides attentive support and services for a broad-range of staff, clients, and colleagues. Committed and motivated with exceptional personnel-relations, and decision-making skills. Strong work ethic, flexible, professional demeanor, with great initiative and drive to succeed. Highly organized and meticulous with experience in all office settings.
Timeline
Insurance Agent
Colorado Farm Bureau Insurance Company
11.2021 - Current
Accounts Payable
City Of Craig
10.2020 - 10.2021
Campus Fiscal Manager and HR Liaison
Colorado Mountain College
05.2019 - 01.2021
Payroll Accountant
Colorado Mountain College
01.2017 - 05.2019
Substitute Teacher and Summer School Teacher (part-time)
Garfield School District 16
01.2012 - 01.2016
Owner of Home Child Care
01.2008 - 01.2012
Director of Large Child Care Center
Garfield School District 16
01.2007 - 01.2008
Administrative Assistant
Frink and Associates, CPA firm
01.2001 - 01.2006
Bachelors of Science Business Administration - Accounting
Colorado Mountain College
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