Melissa Foltz
Muskogee,OK
Summary
Highly experienced insurance professional with over 10 years working as both an agent and adjuster. Developed and maintained relationships resulting in a 98% customer satisfaction rate and a 11% increase in policy renewals. Skilled in analyzing and explaining insurance policies resulting in a 16% increase in policy premiums and 10% increase in cross selling. Recognized for accurate record - keeping and excellent communication, with a proven ability to connect with and engage clients. Ability to problem - solve independently by thinking outside the box. Additional experience in financing, accounting, payroll and tax preparation.
Overview
17
17
years of professional experience
Work History
Accounting Bookkeeper
Sam R Fowler, C.P.A., Inc.
03.2019 - 03.2025
- Managed payroll processing, ensuring employees were accurately compensated.
- Processed journal entries, guaranteeing accurate reflection of company finances.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Gathered, evaluated and summarized account data in detailed financial reports.
Independent Insurance Adjuster
Smith Claim Service
07.2008 - 05.2020
- Identified opportunities for subrogation and pursued recoveries to minimize loss exposure for insurance carriers.
- Reduced fraud instances by conducting meticulous investigations and identifying suspicious claims patterns.
- Collaborated with insurance carriers, agents, and policyholders to gather necessary information for accurate claim assessments.
- Utilized advanced software tools to efficiently manage claims workload.
- Conducted comprehensive interviews of claimants.
Office Manager
Jones Management Group, LLC.
08.2015 - 10.2018
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Decreased collections from 19% to 1% in the first month.
- Consistently received 100% exceeds expectation of quarterly audits.
- Recognized and protected clients from fraud through Western Union in transferring funds to other countries.
Insurance Agent
State Farm Insurance Larry Hoffman Agency
11.2009 - 08.2015
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Reviewed policies to verify the clients were adequately covered and fit financial needs.
- Increased State Farm Bank mortgage and auto loans by 45%.
- Maintained a 98% in customer satisfaction and retention.
Education
Associate of Science - Social Psychology
Connors State College
Warner, OK05-2019
Skills
- Analytical reasoning
- Microsoft office
- Detailed - oriented
- Problem solving
- Communication
- Learning / adaptability
- Self management
- Organizational
- Interpersonal
- Leadership
Timeline
Accounting Bookkeeper
Sam R Fowler, C.P.A., Inc.
03.2019 - 03.2025
Office Manager
Jones Management Group, LLC.
08.2015 - 10.2018
Insurance Agent
State Farm Insurance Larry Hoffman Agency
11.2009 - 08.2015
Independent Insurance Adjuster
Smith Claim Service
07.2008 - 05.2020
Associate of Science - Social Psychology
Connors State College
Similar Profiles
Christian RiceChristian Rice
Head Chef at Sam FowlerHead Chef at Sam Fowler
Ka Chi Edmund ChanKa Chi Edmund Chan
Director at Prolink C.P.A. LimitedDirector at Prolink C.P.A. Limited
Kaylee GorgeKaylee Gorge
Valet at C.P.A. ValetValet at C.P.A. Valet