Odane Crawford
Branson,MO
Summary
Dynamic insurance agent with a proven track record at American Family Insurance, excelling in client relations and risk mitigation. Skilled in policy writing and new client acquisition, I enhanced sales strategies and improved customer satisfaction through tailored service and effective follow-ups. Committed to professionalism and ethical practices in all interactions.
Overview
3
3
years of professional experience
Work History
Insurance Agent
American Family Insurance
2023.09 - 2024.01
- Conducted comprehensive market research to identify potential clients and enhance sales strategies.
- Assisted clients with claims processing, ensuring accurate documentation and timely follow-up.
- Supported training initiatives for new agents, enhancing team knowledge and performance.
- Cultivated robust client connections via consistent follow-ups and tailored service.
- Handled customer feedback effectively, implementing solutions to improve overall satisfaction.
- Executed risk analyses to propose insurance solutions customized to client specifications.
Assistant Accountant
Nextran Truck Center
2021.05 - 2023.08
- Assisted with preparation of financial statements to ensure compliance with accounting standards.
- Conducted invoice processing for vendor payments, ensuring timely and accurate transactions.
- Recorded daily transactions in accounting software, maintaining accurate financial data.
- Supported budget monitoring activities by tracking expenses against forecasts.
- Reviewed and reconciled bank statements to ensure account accuracy.
- Collaborated with team members to streamline invoice processing procedures, enhancing efficiency.
- Maintained organized records of financial documents for auditing purposes.
- Executed account reconciliations, identifying discrepancies and proposing corrective actions.
- Facilitated tax compliance by preparing necessary documentation for filing.
- Analyzed expense reports for accuracy and compliance with company policies.
- Assisted in the preparation of quarterly financial reports to support management decisions.
- Tracked and reported on accounts receivable aging to optimize cash flow.
- Provided support during external audits by compiling financial records and reports.
- Enhanced transaction recording processes by implementing best practices and standard operating procedures.
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Reduced invoice processing time with efficient data entry and verification of accounts payable transactions.
- Facilitated month-end and year-end closing processed to support accuracy and completeness of financial reports.
- Prepared accurate financial statements for management review, aiding in informed decision-making processes.
Dispatch and Payroll Manager
JB Hunt Transportation
2020.08 - 2021.03
- Reviewed general ledger entries and assessed accuracy.
- Assisted with timely month-end closing procedures, resulting in accurate financial reporting.
- Improved financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
- Assisted in the implementation of new accounting software, leading to more efficient workflows and reduced manual input errors.
- Coordinated with internal departments to gather necessary financial information for reporting.
Education
Bachelor of Science - Media And Communication
Full Sail University
Winter Park, FL08.2020
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Client needs analysis
- Account management
- Life insurance
- New client acquisition
- Policy writing
- Upselling
- Negotiation
- Health insurance
- Client account management
- Marketing management
- Risk mitigation
- Leads prospecting
- Operations management
Timeline
Insurance Agent
American Family Insurance
2023.09 - 2024.01
Assistant Accountant
Nextran Truck Center
2021.05 - 2023.08
Dispatch and Payroll Manager
JB Hunt Transportation
2020.08 - 2021.03
Bachelor of Science - Media And Communication
Full Sail University