Stefanie Osborne
Wadsworth,OH
Summary
Experienced in personal lines insurance assistance and accounts payable coordination. Adept at client communication, policy processing, and maintaining detailed financial records. Committed to contributing to team success and achieving organizational objectives. Experienced in a remote work office environment. Well-organized and independent self-starter.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Personal Lines Assistant
O'Neill Insurance Agency
Wadsworth, OH
01.2022 - 05.2025
- Generated quotes with multiple carriers for new business opportunities and current clients.
- Assisted clients with personal lines insurance inquiries and policy changes.
- Verified policy changes were made accurately.
- Educated clients on coverage options and recommended suitable policies.
- Processed insurance applications and renewals for individual clients.
- Processed down payments when required.
- Maintained accurate client records in agency management software.
- Managed new business spreadsheet.
- Resolved client issues by effectively liaising with insurance carriers.
- Implemented new processes to improve departmental efficiency, including the development of a new business process.
- Input claims data into agency management system.
- Completed online classes to uphold current knowledge in personal lines insurance.
- Scheduled appointments for insurance consultations and follow-ups with clients.
- Investigated customer inquiries related to coverage or billing issues.
- Responded to phone inquiries promptly while delivering outstanding customer service.
- Responded quickly to emails from customers seeking assistance.
- Referred complex questions to Account Managers in a timely manner.
- Collaborated with the personal lines team during weekly meetings.
Accounts Payable Coordinator
Metro Appliances & More Inc.
Oklahoma City, OK
03.2002 - 01.2016
- Managed office supplies inventory.
- Trained new accounting personnel.
- Managed time record tracking for accounting personnel.
- Organized and updated 85 employee records.
- Verified accuracy and integrity of purchase orders.
- Matched invoices with purchase orders, audited for discrepancies, and coded each according to general ledger standards.
- Processed vendor invoices for timely and accurate payment.
- Coordinated check preparation for signature on a weekly schedule or as required by vendors' needs.
- Executed weekly ACH payments to designated vendors.
- Monitored cash flow projections and ensured sufficient funds were available when making payments.
- Reconciled monthly statements to ensure all transactions were accounted for.
- Assisted in preparing financial reports related to accounts payable activities.
- Prepared journal entries and reconciled accounts to complete month-end closing processes.
- Oversaw corporate credit card program, reconciling statements and tracking expenses.
- Managed fleet truck documentation and tracked Fuelman expenses.
- Generated 1099 forms for all applicable vendors.
- Maintained and revised vendor files, tax documents, and insurance information.
- Validated accuracy of computer reports by cross-referencing with manually maintained Excel ledgers.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Reconciled monthly bank statements and sales tax reports.
- Assisted in year-end inventory management.
Education
High School Diploma -
Coweta High School
Coweta, OK05-2000
Skills
- Applied Epic software proficiency
- Microsoft Office and Adobe proficiency
- Team collaboration
- Attention to detail
- Time management and prioritizing skills
- Accounts payable and receivables
- Personal lines insurance knowledge
- Process improvement
- Multi-tasking and interpersonal skills
- Written communication skills
- Invoice processing and coding
- Cash flow analysis and month-end closings
- Expense tracking
- Monthly statement reconciliation
- Excel spreadsheet maintenance
- Type 60 wpm and 10-key by touch
- Customer relationship management
- Compliance adherence
Certification
- January 2023 - Current, Ohio Property & Casualty License
Timeline
Personal Lines Assistant
O'Neill Insurance Agency
01.2022 - 05.2025
Accounts Payable Coordinator
Metro Appliances & More Inc.
03.2002 - 01.2016
High School Diploma -
Coweta High School