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
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