Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Life Insurance Sales Representative
Primerica
05.2023 - Current
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Met with prospective clients to discuss insurance needs and provide solutions.
Accounts Officer
Hummingbird Elementary School
08.2006 - 08.2021
Managed payroll operations for team of 25 employees.
Input vendor payments and updated accounts to reflect new balances.
Handled day-to-day accounting processes to drive financial accuracy.
Inspected account books and recorded transactions.
Accounts Payable and Receivable
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments
Prepared and filed local tax returns with tax department
Input financial data and produced reports using Quickbooks
Managed and responded to correspondence and inquiries from customers and vendors.
Education
Bachelor of Arts - Accounting
St. Thomas University
Miami, FL
05.1995
Skills
Life Insurance licensed
Insurance License
Professional Relationships
Administrative Support
Account Management
Check Disbursement
Microsoft Excel
General Ledger Entries
Accounts Payable and Receivable
Account and Ledger Reconciliations
Bookkeeping
Microsoft Office
Computer Literacy
Payroll Operations
Certification
Mindful Schools - Certificates in Mindful Fundamentals, Mindful Communication and Difficult Emotions 2014, 2017