Summary
Overview
Work History
Education
Skills
Timeline
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Stephenie Vital

Stephenie Vital

Lake Charles,LA

Summary

Enthusiastic team player with a strong work ethic and advanced complex problem solving skills. Enthusiastic Purchasing Assistant eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in Chemical Industry.

Overview

19
19
years of professional experience

Work History

Licensed Insurance Producer

State Farm
Sulphur, LA
10.2021 - Current
  • Provided coverage option information to assist clients in protecting assets.
  • Promoted products and services using upselling and other sales strategies.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Quoted and calculated premium rates for policies, using rate book, ECRM, NECHO and calculator.
  • Handled approximately 200 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Established payment methods for 100 clients weekly to facilitate customer payments and issue receipts.
  • Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Remained impartial in order to advise clients based on circumstances.
  • 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.
  • Collected, analyzed and validated agency commissions.
  • Collected premiums on or before effective date of coverage.
  • Calculated premiums and established payment methods for sales.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.

Purchasing Junior Buyer/Assistant

Turner Industries Group LLC
Lake Charles, LA
01.2019 - 02.2021
  • Worked closely with Project Managers to maintain optimum levels of communication to effectively and efficiently complete projects.
  • Developed and maintained courteous and effective working relationships.
  • Administered project-based data entry assignments within SAP database for accurate record-keeping.
  • Reviewed proposals, qualified vendors and recommended optimal suppliers.
  • Communicated with vendors regarding inventory needs and negotiated prices.
  • Maintained complete documentation and records of all purchasing activities.
  • Developed and improved account relationships.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Entered invoices requiring payment.
  • Maintained relationships with vendors and managed invoices for Services rendered.
  • Assessed data and information to verify entry, calculation and billing code accuracy.

Project Control Analyst

Mcdermott International Inc
Lake Charles, LA
12.2016 - 01.2019
  • Prepared financial pages for presentation to senior management, clients, and corporate.
  • Generated reports detailing various metrics and account information.
  • Collected and reported monthly expense variances and explanations.
  • Worked with management at the project level to ensure expense plans are achieved.
  • Provided extensive clerical and administrative support to department staff.
  • Created periodic reports comparing budgeted costs to actual costs
  • Developed project scheduling, budgeting and progress reports
  • Tracked income, labor and expenses via JDE (JD Edwards Enterprise One) spreadsheets, and generated weekly reports.
  • Created in-depth reports regarding important project data that was distributed to the client on a weekly basis.
  • Created effective organizational systems for reports, agendas, contracts and records.

Cashier

Walmart
Lake Charles, LA
05.2016 - 12.2016
  • Restocked and organized merchandise in front lanes.
  • Answered questions about store policies and addressed customer concerns.
  • Helped customers complete purchases, locate items and join reward programs.
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
  • Checked identification for proof-of-age for alcohol and tobacco sales.
  • Reviewed weekly sales ads and monitored price changes.
  • Collected and authorized payments of guests.
  • Performed cash, card and check transactions to complete customer purchases.

General Manager

Vital Transportation LLC
Lake Charles, LA
05.2014 - 05.2016
  • Created effective organizational systems for reports, agendas, contracts and records.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Bidding against other trucking companies for business
  • Dispatching
  • Constant networking and communication with customers and sending invoices
  • Maintaining all records, managing accounts, preparing tax forms, understanding financial
    statements
  • Understanding and Complying with Federal Motor Carriers Safety Regulations, Conducting
    Safety Audits
  • Filing Quarterly IFTA (International Fuel Tax)

Real Estate Agent

Coldwell Banker Realty
Lake Charles, LA
07.2007 - 08.2011
  • Negotiated, facilitated and managed real estate transactions.
  • Developed and maintained a list of properties suited to different needs and budgets.
  • Reviewed market research data and changes sales plans accordingly.
  • Worked closely with clients to get the appropriate loans, inspections and credit reports.
  • Accompanied buyers and sellers to their home inspections and appraisals.
  • Negotiated contracts on behalf of clients.
  • Communicated with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and condition of purchase agreements are met before closing dates

Production Control Dock Coordinator

AEROFRAME
Lake Charles, LA
12.2003 - 07.2007
  • Input data of all Maintenance preformed on Aircraft
  • Enter discrepancies, dispositions and corrective action for aircraft utilizing the PAQ & S-Plan systems.
  • Customize reports utilizing MS Word & Excel
  • Creating Aircraft Identification signs utilizing the plotter
  • Attend weekly meeting and record all progress, then create Weekly Report
  • Verified data integrity and accuracy.

Automated Logistical Specialist

United States Army
Fort Knox, KY
10.1995 - 04.1999
  • Unloaded all incoming supplies, equipment and materials and stored them in their proper areas of the warehouse.
  • Created and maintained records, which included stock lists, inventory and material counts.
  • Reviewed incoming materials for accuracy against bills of contract, purchase orders and shipping documentation.
  • Maintained an accurate inventory of all assigned equipment.
  • Prepare and maintain records on equipment usage, operation, maintenance, modification,
    and calibration
  • Perform accounting and sales functions in self-service supply

Education

Associate Accounting And Business Management -

Delta Tech
Lake Charles, LA
2004

Skills

  • Strategic planning
  • Customer relations
  • Problem-solving
  • Proficient with Word, Excel, and Powerpoint
  • Efficient multi-tasker
  • Data collection and analysis
  • Financial reporting
  • Self-motivated professional
  • Exceptional communication skills
  • Vendor relations
  • Proficiency in SAP
  • Purchasing
  • Stocking and Replenishing
  • Customer assistance
  • Liquor Law Compliance
  • Cash Drawer Management
  • Identification Checks
  • Currency counting
  • Point-of-sale system operation
  • Cash Handling
  • Insurance Customization
  • Insurance Requirements
  • Professional Relationships
  • Binder Coverage
  • Insurance Recommendation
  • Insurance Policy Sales
  • Premium Calculations
  • Insurance Terminology
  • Policy Renewals
  • Client Prospecting
  • Insurance Coverage Verification
  • Administrative Support
  • Property and Casualty Products
  • Billing Procedures
  • Licensing Requirements
  • Customer Inquiries
  • Customer Billing
  • Payment Method
  • Customer Interaction
  • Agent Support
  • Commission Calculation
  • Credit and Debt Card Processing
  • Customer Service and Assistance
  • Loss Coverage Determination
  • Bank Deposits

Timeline

Licensed Insurance Producer

State Farm
10.2021 - Current

Purchasing Junior Buyer/Assistant

Turner Industries Group LLC
01.2019 - 02.2021

Project Control Analyst

Mcdermott International Inc
12.2016 - 01.2019

Cashier

Walmart
05.2016 - 12.2016

General Manager

Vital Transportation LLC
05.2014 - 05.2016

Real Estate Agent

Coldwell Banker Realty
07.2007 - 08.2011

Production Control Dock Coordinator

AEROFRAME
12.2003 - 07.2007

Automated Logistical Specialist

United States Army
10.1995 - 04.1999

Associate Accounting And Business Management -

Delta Tech
Stephenie Vital