Morgan Roach
___________________
Rusk,TX
Summary
Organized and dedicated with proven track record of providing exceptional service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. Strong commitment to confidentiality, and understanding of the critical importance of protecting client information.
Overview
7
7
years of professional experience
Work History
Administrative Assistant
Tosh Insurance
12.2023 - 05.2024
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Updated account information to maintain customer records.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Enhanced customer satisfaction by addressing and resolving insurance-related inquiries and concerns.
- Fielded customer complaints, escalating complex issues to management for resolution.
- Set up customer payment plans to cover annual policies and renewals.
- Assisted customers with completing insurance documents to avoid missed information.
Bookkeeper/Tax Preparer
Makayla Hamman And Associates LLC.
08.2021 - 12.2023
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Developed spreadsheet models to accurately track tax information.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained and processed invoices, deposits, and money logs.
- Established QuickBooks accounting system to reflect accurate financial records.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
Bank Teller
Texas National Bank
04.2017 - 06.2018
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Responded and assisted customers with account inquiries and updates.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Processed customer transactions promptly, minimizing wait times.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Provided customer records, account statements and copies of checks.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
Education
High School Diploma -
Alto High School
Alto, Texas 05.2001 -
Skills
Strong verbal communication
Thrive in high-pressure environments
Proficient in advanced computer applications
Response analysis
Strong organizational skills
Financial account reconciliation
Effective written communication
Analytical reasoning
Effective listening skills
Payroll management
Proficient in multi-line phone systems
Customer complaint resolution
Accurate data entry
Account management
Data gathering
Efficient appointment management
Skilled in using Microsoft Office tools
Advanced Excel proficiency
Proficient in QuickBooks
Data confidentiality
Timeline
Administrative Assistant
Tosh Insurance
12.2023 - 05.2024
Bookkeeper/Tax Preparer
Makayla Hamman And Associates LLC.
08.2021 - 12.2023
Bank Teller
Texas National Bank
04.2017 - 06.2018
High School Diploma -
Alto High School
05.2001 -
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