Summary
Overview
Work History
Education
Skills
Certification
Community Service
References
Timeline
Generic

Stephanie Smith

Taunton,MA

Summary

Business professional with exceptional drive and dedication to accomplishing objectives and exceeding customer expectations. Several years of success in management at AAA Northeast in both the call center and the retail branch. Experience in the life insurance/financial business and also bookkeeping.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Bookkeeper Assistant

Vieira & DiGianfilippo
South Easton, MA
12.2024 - Current
  • Verified accuracy of vendor invoices against purchase orders prior to payment processing.
  • Developed internal control procedures to ensure accurate recordkeeping.
  • Processed accounts payable and receivable transactions.
  • Generated invoices for clients and tracked payments received from customers.
  • Ensured accuracy in all accounting entries and records.
  • Performed month-end closing activities.
  • Maintained and reconciled general ledger accounts.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Resolved billing discrepancies with vendors or customers promptly.
  • Assisted in the development and implementation of new accounting procedures and systems.

Relationship Coordinator/Marketing

Cornerstone Financial Group
Plymouth, MA
06.2022 - 10.2023
  • Create and maintain relationships with the book of business
  • Acquired Life Insurance terms and understanding of policies to communicate effectively with clients and prospects
  • Scheduling and calendar management
  • Create and organize client files
  • CRM management, keeping accurate and current notes
  • Prospecting and promoting company for new business and continued business
  • Attend networking and community events
  • Social media marketing
  • Create agenda for weekly team meetings with note taking

Branch Manager Service and Sales

AAA Northeast
Raynham, MA
02.2017 - 08.2020
  • Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
  • Planned and implemented solutions for technical problems such as back up plan for system failure to ensure the same outstanding service for our members.
  • Managed team of 15 employees in different business lines, Travel, Insurance, Finance, RMV services, and Sales and Service. Implemented processes to comply with AAA policies across the branch.
  • Monitored team performance, adhered to service level agreements og having member satisfaction scores of 90% and provided detailed job training.
  • Efficiently assisted service workers with problematic transactions to maintain member satisfaction and quickly rectify issues.
  • Assisted the Finance Department with loan closings, prepared proper paperwork and loan checks, assisted members with signage and questions. Also, maintained and audited financial records to ensure quality and sensitive information security.

Call Center Dispatch Supervisor

AAA Northeast
Providence, RI
07.2001 - 02.2017
  • Developed and implemented policies and procedures to improve operational efficiency.
  • Streamlined daily operational processes through the use of technology solutions such as computerized routing software programs .
  • Responded quickly to emergency situations involving dispatched vehicles or personnel.
  • Ensured that daily dispatch operations ran smoothly and efficiently.
  • Implemented strategies for improved route optimization across all areas of operation.
  • Participated in regular meetings with other supervisors or managers to discuss current challenges or opportunities within the department .
  • Generated weekly reports on dispatcher productivity and performance metrics for senior management review.
  • Scheduled, assigned, and monitored the work of dispatchers.
  • Established strong working relationships with external vendors to facilitate efficient delivery operations.
  • Supervised the training of new hires in dispatching protocols and processes.
  • Monitored incoming calls to ensure they were handled promptly and correctly.
  • Tracked and reported on dispatcher performance metrics.
  • Collaborated with management to determine staffing needs for optimal coverage levels.
  • Resolved customer complaints in a timely manner to ensure customer satisfaction.

Education

Business Management -

Community College of Rhode Island
Warwick, RI, US

Skills

  • Value-added selling
  • Culture enhancement
  • Customer service leadership
  • Digital engagement tactics
  • Quality management
  • Team leadership
  • Efficient workload handling
  • Client outreach
  • Verbal and written communication
  • Career development
  • Developing talent
  • Detail-oriented
  • Team collaboration
  • Reporting and analytics
  • Recruitment

Certification

Real Estate License

Community Service

  • The Cranberry and Plymouth Chamber of Commerce member
  • Old Colony Habitat for Humanity volunteer and serve on the events, land, family, and marketing committee

References

References available upon request.

Timeline

Bookkeeper Assistant

Vieira & DiGianfilippo
12.2024 - Current

Relationship Coordinator/Marketing

Cornerstone Financial Group
06.2022 - 10.2023

Branch Manager Service and Sales

AAA Northeast
02.2017 - 08.2020

Call Center Dispatch Supervisor

AAA Northeast
07.2001 - 02.2017

Business Management -

Community College of Rhode Island

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