Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
References
Timeline
Generic

Masyn McGuire

Peru,Indiana

Summary

Proven expertise in insurance products, services, and customer needs. Familiar with analyzing documentation, liaising between parties, and handling routine and complex daily issues. Identifies and resolves concerns while promoting new products and meeting sales objectives. A highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Consultant

Primerica
Peru, Indiana
01.2024 - Current
  • Conducted comprehensive reviews of existing policies, making recommendations for improvement or changes.
  • Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
  • Provided ongoing customer service support, responding to inquiries in a timely manner.
  • Identified areas of cost reduction through improved policy provisions or elimination of unnecessary coverages.
  • Prepared presentations for prospective customers demonstrating the benefits of specific products or services.

Accountant Manager

CS Transport
Peru, Indiana
10.2022 - 05.2023
  • Monitored and analyzed accounting data and financial transactions to assess accuracy, completeness, and conformance to reporting standards.
  • Reviewed monthly results and implemented plans to correct variances.
  • Provided guidance on the development of annual budgets and forecasts.
  • Oversaw accounts payable and receivable functions ensuring accurate recording of financial transactions.
  • Managed day-to-day cash flow activities including forecasting cash requirements.
  • Generated timely monthly, quarterly, and yearly financial statements for external auditors.
  • Coordinated the preparation of tax returns by providing necessary documents to outside CPA firm.
  • Maintained records of fixed assets in accordance with established policies and procedures.
  • Reconciled bank accounts on a regular basis and resolved discrepancies in a timely manner.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Verified and posted account transactions to prepare checks and maintain accounting ledgers.

Child Care Provider

Miami County YMCA
Peru, Indiana
03.2022 - 10.2022
  • Assisted in developing and implementing age-appropriate activities to promote physical, social, and intellectual growth.
  • Provided emotional support and guidance for children during daily routines and transitions.
  • Maintained a safe environment by monitoring children's play activities.
  • Organized educational games and activities to help children learn numbers, colors, shapes, letters, and other basic skills.
  • Supervised outdoor playtime activities such as playground visits or walks around the neighborhood.
  • Demonstrated patience when dealing with challenging behaviors from young children.

Fast Food Worker

Southside Scoops
Peru, Indiana
02.2020 - 08.2021
  • Greeted customers and took their orders in a friendly and efficient manner.
  • Assisted customers with menu selections, answered questions about ingredients, and provided information on pricing.
  • Operated cash register to process customer payments accurately and efficiently.
  • Prepared food items such as hamburgers, fries, sandwiches, salads. according to restaurant standards.
  • Ensured that all food products were prepared fresh daily and stored properly.
  • Maintained cleanliness of work area by sweeping floors, washing dishes, utensils, wiping counters and tables, cleaning windows, mirrors, mopping floors.
  • Restocked supplies such as napkins, condiments for the convenience of customers.
  • Followed health department regulations regarding food storage temperatures and sanitation guidelines.
  • Correctly bagged orders for take-out customers while maintaining speed and accuracy of order fulfillment processes.
  • Collaborated with other team members to ensure timely completion of tasks.

Education

BSBA -

Indiana University of Kokomo
Kokomo, IN
05-2024

High School Diploma -

Peru High School
Peru, IN
06-2021

Skills

  • Financial Planning
  • Networking and Relationship Building
  • Customer Billing
  • Customer Engagement
  • Business Planning
  • Document Control
  • Account Management
  • Lead Development
  • Problem-Solving Aptitude
  • Professional Demeanor
  • Analytical Thinking
  • Task Prioritization
  • Problem-Solving
  • Goal Setting
  • Client Relations
  • Data Entry
  • Effective Communication
  • Team Building
  • Active Listening
  • Reliability
  • Time Management Abilities
  • Customer Complaint Resolution
  • Multitasking
  • Interpersonal Skills
  • Financial Needs Assessment

Accomplishments

  • Graduated High School with AP Honors
  • Graduated High School with college credits to start college as a Sophomore
  • National Honors Society
  • National Junior Honors Society

Certification

  • Life Insurance License

Languages

English
Professional

References

References available upon request.

Timeline

Insurance Consultant

Primerica
01.2024 - Current

Accountant Manager

CS Transport
10.2022 - 05.2023

Child Care Provider

Miami County YMCA
03.2022 - 10.2022

Fast Food Worker

Southside Scoops
02.2020 - 08.2021

BSBA -

Indiana University of Kokomo

High School Diploma -

Peru High School
Masyn McGuire