Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michele Darnell

PUEBLO WEST,CO

Summary

Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Resourceful, with years of expertise in organizing business operations, financial oversight and resource management to achieve smooth flow and project operations. Leads procurement of resources including equipment and supplies. Monitors projects by adhering to production schedule and budget, managing production team, identifying problems and providing targeted solutions. Knowledgeable in accounting principles, bookkeeping, budget and financial management. Astute professional offering polished communication skills. Brings excellent organizational skills and talent for overcoming customer objections. Self-motivated and true team player.

Overview

28
28
years of professional experience

Work History

Finance Manager

Treeline Holdings Co. Inc
Pueblo, CO
09.2021 - Current
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Created organizational structures to improve accounting and finance functions.
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.
  • Increased revenue by assisting with operations management, sales and marketing efforts.
  • Supported year-end audits by preparing physical and digital records for review.
  • Assisted staff with questions about budgets, disbursements and other financial matters.
  • Reconciled balance sheets and income statements each month.
  • Analyzed monthly balance sheets, income statements and cash flow information and wrote up reports.

Caregiver

VA
Pueblo West, CO
12.2012 - Current
  • Manage appointments, medications, doctors appointments, and provide personal care for disabled spouse., Manage appointments, medications, doctors appointments, and provide personal care for disabled spouse.
  • Assisted with dressing guidance, grooming, meal preparation and medication reminders.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.

Owner

Mainstreet Insurance Agency, Michele Darnell
Colorado Springs, CO
10.2019 - 07.2022
  • To sell personal lines and commercial products as a broker
  • Manage staff's time management, development, and daily operations.
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
  • Reconciled daily sales, returns and financial reports in QuickBooks.
  • Trained and motivated employees to perform daily business functions.

Office Manager

CoS Plumbing
Colorado Springs, CO
04.2019 - 08.2021
  • Assessed project parameters and client expectations to provide consistent status reports and to proactively address potential delays or constraints
  • Managed employee records
  • Supported development and implementation of progressive discipline process and corrective action determination
  • Tracked supply cost, deliveries, and ordering
  • Optimized resources and monitored utilization to facilitate availability and promote timeline and budget adherence
  • Interacted confidently with clients throughout projects, presenting updates, incorporating feedback, and redirecting concerns
  • Supported financial decision-making through consistent and thorough data analysis
  • Drove cost, quality, and inventory performance by offering data-based financial perspective and decision making support on business activities
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Managed accounting and payroll operations, including supervising and evaluating personnel.
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

Insurance Sales Agent

Aflac
Colorado Springs, CO
01.2018 - 06.2019
  • Business to business sales
  • Helping businesses build custom benefits packages for their employees.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Member Service Representative

USAA
Colorado Springs, CO
10.2017 - 09.2018
  • Current position is to onboard new members into USAA thru various products and services to help invest in their future financial security as well as to set safe guards to protect sensitive information.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.

Customer Service Representative

Dan Walker State Farm
Austin, TX
08.2016 - 10.2017
  • Manage all client accounts including policy changes and billing
  • Multi line customers to other products
  • Sale multiple products., Manage all client accounts including policy changes and billing
  • Multi line customers to other products
  • Sale multiple products.

Sales Representative

Silverleaf Resorts
Killeen, TX
05.2016 - 11.2016
  • Market for resort and sell vacation packages.

Insurance Agent

Direct Auto Insurance
Killeen, TX
02.2013 - 06.2014
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.

Insurance Agent and Servicer

Bkcw Insurance
Killeen, TX
08.2012 - 01.2013
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.

Property and Casualty Insurance Agent

Progressive
Austin, TX
11.2011 - 08.2012
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.

Appliance Sales Specialist

Home Depot
Tukwila, WA
06.2006 - 07.2010
  • Engaged customers using well-honed interpersonal and people skills to determine which appliances best fit needs and preferences.
  • Relayed information regarding current store promotions, sales and special events to customers.
  • Drove team revenue totals by bringing in top sales numbers.
  • Learned and retained vendor and model numbers and adapted as models and specifics changed frequently.

Home Appliance Sales Associate

Sears
Anchorage, AK
04.2004 - 06.2006
  • Engaged customers using well-honed interpersonal and people skills to determine which appliances best fit needs and preferences.
  • Relayed information regarding current store promotions, sales and special events to customers.
  • Drove team revenue totals by bringing in top sales numbers.

Education

Master of Science - Business Administration And Management

Colorado Technical University
Colorado Springs, CO
05.2022

Bachelor of Science - Business Management

Colorado Technical University
Colorado Springs, CO
02.2021

Skills

  • Problem Anticipation and Resolution
  • Staff Recruitment and Hiring
  • Flexible Attitude
  • Efficient and Detail-Oriented
  • Data Entry and Maintenance
  • Project Management
  • Customer Service
  • Self-Motivated
  • Time Management
  • Communication
  • Scheduling
  • Analytical Thinking

Timeline

Finance Manager

Treeline Holdings Co. Inc
09.2021 - Current

Owner

Mainstreet Insurance Agency, Michele Darnell
10.2019 - 07.2022

Office Manager

CoS Plumbing
04.2019 - 08.2021

Insurance Sales Agent

Aflac
01.2018 - 06.2019

Member Service Representative

USAA
10.2017 - 09.2018

Customer Service Representative

Dan Walker State Farm
08.2016 - 10.2017

Sales Representative

Silverleaf Resorts
05.2016 - 11.2016

Insurance Agent

Direct Auto Insurance
02.2013 - 06.2014

Caregiver

VA
12.2012 - Current

Insurance Agent and Servicer

Bkcw Insurance
08.2012 - 01.2013

Property and Casualty Insurance Agent

Progressive
11.2011 - 08.2012

Appliance Sales Specialist

Home Depot
06.2006 - 07.2010

Home Appliance Sales Associate

Sears
04.2004 - 06.2006

Master of Science - Business Administration And Management

Colorado Technical University

Bachelor of Science - Business Management

Colorado Technical University

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Michele Darnell