Patricia Emery
Sperry,OK
Summary
Highly organized administrative professional with extensive experience managing business operations, financial documentation, customer records, bookkeeping, scheduling, and office administration. Proven ability to coordinate multiple priorities while maintaining accuracy, confidentiality, and exceptional organization. Experienced working independently in remote environments while managing complex administrative processes, supporting customers, coordinating vendors, and maintaining detailed financial records. Recognized for professionalism, dependability, and calm, solution-oriented approach to problem solving.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Licensed Insurance Products
AllState
Williamsburg, VA
12.2025 - 06.2026
- Managed 75-100 customer interactions daily while accurately documenting policy updates, billing information, endorsements, and customer account activity
- Maintained detailed electronic records while ensuring accuracy and compliance with company standards
- Balanced multiple software applications simultaneously to efficiently manage customer information and documentation
- Utilized Avaya, Hearsay, RingCentral, Ricochet, eAgent, Slack, Microsoft Teams, Zoom, Google Workspace, and CRM platforms
- Assisted customers with account updates, policy servicing, billing inquiries, and documentation while maintaining a high level of professionalism
- Sustained high productivity and accuracy while operating independently in remote environment.
Owner
Trident and Sons Creations
Sperry, OK
01.2021 - 01.2025
- Managed all administrative functions of a small business, including purchasing, inventory, bookkeeping, customer orders, invoicing, scheduling, and financial recordkeeping
- Maintained organized customer files and tracked orders from initial inquiry through final delivery
- Coordinated production schedules while balancing multiple custom projects simultaneously
- Developed relationships with approximately 10 retail stores by managing wholesale accounts and ongoing business communications
- Oversaw social media business pages to enhance product promotion and facilitate customer communication.
Owner/Property Manager
S & P Brown Investments, LLC
Skiatook, OK
01.2005 - 01.2020
- Oversaw all facets of daily operations for 35-40 unit residential portfolio, encompassing administrative, financial, operational, and customer service functions.
- Maintained company financial records using QuickBooks, including rent collection, budgeting, expense tracking, and accounts payable/receivable
- Organized and maintained detailed documentation for annual tax preparation in partnership with and outside CPA
- Prepared leases, maintained tenant records, coordinated move-ins and move-outs, and ensured accurate documentation of all transactions
- Scheduled vendors and contractors, coordinated maintenance projects, and monitored project completion
- Managed multiple priorities simultaneously while maintaining organized records and ensuring timely completion of administrative tasks
- Directed Section 8 housing documentation and liaised frequently with state housing agencies to maintain compliance
- Maintained confidential tenant information while resolving issues professionally and efficiently
Education
Bachelor of Science - Health Sciences
Southern California University of Health Sciences
Whittier, CAAssociate of Science - Pre-Med
Riverside Community College
Riverside, CASkills
- Customer Service
- Accounts Payable/Receivable
- Data Entry
- Administrative Support
- Organization and time management
Certification
- Property & Casualty Insurance License - October 2025 - October 2027
- Life, Accident & Health Insurance License - September 2025 - September 2027
Timeline
Licensed Insurance Products
AllState
12.2025 - 06.2026
Owner
Trident and Sons Creations
01.2021 - 01.2025
Owner/Property Manager
S & P Brown Investments, LLC
01.2005 - 01.2020
Bachelor of Science - Health Sciences
Southern California University of Health Sciences
Associate of Science - Pre-Med
Riverside Community College