MEREDITH MOBLEY
Lugoff,SC
Summary
Proven skills in handling all administrative, accounting, personnel and recordkeeping requirements. Experienced with SaaS accounting software. Proficient in Microsoft Word and Excel . Adept at tracking data, producing letters and entering new data.
Overview
14
14
years of professional experience
Work History
Agent & Marketing Director
Upchurch & Jowers Insurance Agency
Camden, SC
06.2023 - Current
- Provided customer service to clients through phone and email communication.
- Developed customer relationships and ensured satisfaction with services.
- Responded promptly to customer inquiries and complaints in a professional manner.
- Maintained accurate records of all customer interactions, process customer accounts and file documents.
- Performed administrative tasks such as data entry, filing paperwork, updating databases and preparing reports.
- Utilized computer systems for tracking, information gathering and and or troubleshooting.
- Created weekly reports on sales figures and provided analysis on trends within assigned area of responsibility.
- Prepared promotional materials for marketing campaigns.
Executive Assistant to the Chief Executive Officer
Richland County First Steps
Columbia, SC
03.2021 - 02.2023
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Wrote and distributed executive meeting agendas and minutes to department heads and executive team members.
- Conducted research and collected and analyzed data to prepare reports and documents.
- Entered customer information and updates in database system to track leads, interactions, and relationships.
- Delivered high-quality communications materials and tactics to create emotional connections with target audiences.
- Coordinated with communications team to post and distribute cross-platform content.
- Utilized digital and computer software to upload, post or edit online content.
- Created, organized and maintained employee personnel files to keep sensitive data secure.
- Worked with HR department to devise and update policies as needed for corporate accountability and workplace health.
- Assisted candidates with application processes by answering questions about application, performing background checks, providing I-9 forms and handling drug screening paperwork.
Accounts Receivable Specialist
Kershaw County
Camden, SC
08.2021 - 11.2021
- Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and researched chargebacks and write-offs.
- Evaluated open accounts to look for past-due balances and pursue collection strategies.
- Generated, mailed and monitored invoices.
- Verified, classified, computed, posted and recorded accounts payable data and reconciled daily totals to confirm proper accounting.
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
- Improved billing and month-end reporting processes.
Principal's Secretary
Kershaw County School District
Camden, SC
07.2018 - 08.2021
- Handled confidential information regarding students carefully and with discretion.
- Communicated with parents, teachers and members of public with patient demeanor.
- Supported school principal and teaching staff by greeting visitors, taking messages, responding to emails and completing clerical tasks.
- Explained attendance policies and procedures and managed processing of absence and tardy notices.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Associate Agent
The Angel Agency Nationwide
Lancaster, SC
08.2010 - 12.2017
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
Education
Bachelor of Arts - Business Administration
Lander University
Greenwood, SC12.2023
Associates of Arts - Business Administration
University of South Carolina - Columbia
Columbia, SC01.2015
Diploma -
Buford High School
Lancaster, SC01.2007
Skills
- Bill processing
- Statement issuing
- Invoicing proficiency
- Solution development
- Adjustment posting
- Investigative research
- Business correspondence
- Database management
- Excel spreadsheets
- Social media management
- Event coordination
- Personnel records maintenance
- Administrative skills
Timeline
Agent & Marketing Director
Upchurch & Jowers Insurance Agency
06.2023 - Current
Accounts Receivable Specialist
Kershaw County
08.2021 - 11.2021
Executive Assistant to the Chief Executive Officer
Richland County First Steps
03.2021 - 02.2023
Principal's Secretary
Kershaw County School District
07.2018 - 08.2021
Associate Agent
The Angel Agency Nationwide
08.2010 - 12.2017
Bachelor of Arts - Business Administration
Lander University
Associates of Arts - Business Administration
University of South Carolina - Columbia
Diploma -
Buford High School
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