Sherry Wilson
Nampa,ID
Summary
As a Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic. As well as a business owner for 17 years started from the ground floor, building 1 store into 3 successful stores. I'm accustomed in working in a face- pace environment to think quickly and handle difficult siltation or client with a positive attitude. Also extremely dependable and experienced in many different accounting and office aspects such A/P, A/R, some payroll and HR. With superb analytical and problem solving skills.
Overview
30
30
years of professional experience
Work History
Medicare & Life Insurance Agent
Bridlewood/ Family First Life
Nampa , ID
2018.03 - Current
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 20%.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Receptionist Administrator
Centennial Plastics/ Express
Nampa , ID
2022.06 - 2022.09
- Took delivery of packages and documents, applying appropriate internal policies relating to chain of possession.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Promoted maintenance of professional and courteous customer interactions across reception personnel.
- Monitored visitor access and maintained situational awareness to promote on-site security and safety.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered incoming calls on high-volume, multi-line phone switchboard and pleasantly transferred callers to appropriate personnel.
- Shipping products & pipe samples, create shipping labels
- Help warehouse supervisors with inventory and labels for products
Accounts Receivable Specialist
CTI Foods/ Express
Meridian , ID
2019.12 - 2021.10
- Uploading BOL's,PO's, shipping & acknowledgments into CTI App
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Prepared invoices in SAP or Macola and email invoices to customers, processed payments and documented account updates.
- Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Balance each plants recon sheet aging
- Process rebates for customer accounts
Accreditation Sales Specialist/Accreditation Specialist/Compliance Specialist
Better Business Bureau
Eagle , ID
2018.04 - 2019.04
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Provided first-rate service to all customers and potential customers.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Accepted and processed customer payments and balanced receipts and cash.
- Drafted, finalized and submitted paperwork to complete sales.
Business Owner/Manager
Sky Tech
McMinnville , OR
1999.10 - 2017.04
- Accomplished multiple tasks within established timeframes.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Evaluated employees' strengths and assigned tasks based upon experience and training.
- Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
- Developed and maintained relationships with customers and suppliers through account development.
- Approved regular payroll submissions for employees.
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
- Achieved or exceeded financial goals on regular basis by controlling expenses, optimizing schedules and regulating inventory usage.
- Process payment for customer via companies portal ( Dish Network, T-Mobile, Directv, Verizon & At&T)
- Create customer account via customers portal by checking customer credit to determine eligibility
President/HR Manager
Sky Mart
McMinnville , OR
2008.09 - 2013.06
- Oversaw legal compliance with federal, state and local laws and regulations in addition to compliance with company policies and procedures.
- Recommended, initiated and finalized HR actions regarding faculty and staff position management, compensation, and employment postings, hiring proposals and new hire onboarding.
- Managed employee disputes by employing conflict resolution techniques.
- Guided leaders and employees on company policies, programs, benefits, and salary administration.
- Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
- Purchase all products and over seeing all inventory to ensure all merchandise is well stocked
- Maintain all licensing State, Corp ( OLCC)
Education
High School Diploma -
Yamhill Carlton High School
Yamhill, OR05.1988
Skills
- Financial Needs Assessment
- Client Prospecting
- Administrative Support
- Email Marketing
- Building Relationships
- Insurance Industry Knowledge
- Customer Complaint Resolution
- Licensing Requirements
Accomplishments
- Supervised team of 16 staff members
- Received Award 1st year in business : Best in Customer Service
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Ranked #1 in Yamhill county from 1999- 2008 with T- mobile
- .Ranked #1 Yamhill County from 2006-2012
Timeline
Receptionist Administrator
Centennial Plastics/ Express
2022.06 - 2022.09
Accounts Receivable Specialist
CTI Foods/ Express
2019.12 - 2021.10
Accreditation Sales Specialist/Accreditation Specialist/Compliance Specialist
Better Business Bureau
2018.04 - 2019.04
Medicare & Life Insurance Agent
Bridlewood/ Family First Life
2018.03 - Current
President/HR Manager
Sky Mart
2008.09 - 2013.06
Business Owner/Manager
Sky Tech
1999.10 - 2017.04
High School Diploma -
Yamhill Carlton High School
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