Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Work Availability
Work Preference
Languages
Interests
Timeline

Taffeny O'Daniel

Richardson,TX

Summary

Organized dependable professional with extensive experience, composed in various positions in the Relocation Industry and General Lines Insurance. Possesses proven results in successfully managing multiple priorities and complex situations in a fast-paced work environment while maintaining a positive energetic attitude. I am seeking a part-time position where I can share my knowledge, skills, and abilities, to assist with meeting company goals

Overview

35
35
years of professional experience
1
1
Certification

Work History

Relocation Coordinator

Alexander's Mobility Services / Cor-O-Van Moving & Storage
01.2022 - 10.2022
  • Remote, Home Office
  • Flexible, adaptable, and self-motivated
  • Accepted position in short-time period, due to needs of the department
  • Single point of contact for customers and participants
  • I enjoy interpersonal communications and am strongly analytical, an asset in contract and guideline comprehension
  • Sole and first point of contact for customers and coordinated 3rd party services
  • Gathered details, accurately created and delivered estimated charges, collected before the 1st day of services
  • Arranged and coordinated every aspect of the relocation
  • Sent required documents via DocuSign
  • Closely monitored the move process to quickly handle unexpected situations and performed driver and customer check calls
  • Arrange and facilitate delivery to the destination residence or storage facility
  • Flexible, adaptable, and willing to do whatever it takes

Commercial and Projects Coordinator

Alexander's Mobility Services / Cor-O-Van Moving & Storage
12.2019 - 03.2022
  • Remote, Home Office
  • Adaptable quick learner, transitioned to multiple positions due to departmental and company needs
  • Fast learner, accustomed to and successfully self-learned virtually and with limited resources
  • Scored 5 Outstanding for Exceeding Expectations on annual Performance Appraisal for 10 years at Alexanders Mobility
  • Independently created, the first Commercial Corporate Reference Manual
  • Streamlined procedures and created best practices to support uniformity, accuracy, and efficiency
  • Skilled at working under pressure, adaptable to change, flexible and willing to do what is needed for Client Services
  • Thrive, adapt, and eager to grasp challenges and learning opportunities
  • Maintained full compliance with internal and regulatory standards to protect business operations
  • Coordinated every aspect of various move types: Commercial, Trade Show, dealerships, heavy equipment, Museums, White House, hotels, retail stores, medical and dental
  • The business plan changed this position, and it was transferred from Corporate to Branch Manager's responsibility
  • Sold and coordinated 99 percent of warm leads, directly contributing to business growth and increased revenue
  • Built rapport with TQL and other Private Brokers for freight driver assistance during the Summer Peak Atlas Fleet shortage
  • Scheduled and facilitated meetings with project participants to discuss expectations, dates, schedules, and complete details

International Coordinator

Alexanders Mobility
01.2019 - 12.2019
  • Remote, Home Office
  • Lateral Division transfer from Accounting to Client Services Departments as International Coordinator
  • Sole Coordinator for any special handling, commercial, corporate, and retail relocations on the East Coast
  • Prepared bills of lading, packing lists, dock receipts, and certificates of origin for each shipment
  • Arranged delivery or storage of goods at destinations
  • Calculated weight, volume, and the cost of goods being moved
  • Used Atlas Net tracking systems and spreadsheets
  • Managed over 20-35 international shipments every month
  • Quickly learned and applied new skills to daily tasks, to improve efficiency and productivity
  • Consistently demonstrate respect, friendliness, and willingness
  • Worked flexible hours, nights, weekends, and holiday shifts
  • Stayed on top of shipment locations and current status to update offices and customers

Accounting Supervisor

Alexanders Mobility, Atlas Van Lines
01.2012 - 01.2019
  • Followed Accounting Career Path to management and rapidly promoted from Biller to Team Lead, Trainer, and Supervisor
  • Coached and motivated the Accounting Team to maximize performance
  • Trained, coached and mentored at least one new Biller per Quarter, while actively supervising Billing Team
  • Maintained compliance with internal and regulatory standards to protect team members, agents, and business operations
  • Celebrated achievements, and birthdays and developed trusting business relationships
  • Dependable, flexible, and lead by example
  • Completed daily tasks adhering to deadlines to avoid delays, and unplanned expenses and to increase driver morale
  • Scheduled and led bi-weekly team meetings to discuss changes, new rules, and areas for improvement and to recognize team performance
  • Implemented a new driver settlement procedure to begin rating and distributing to Private Van Owners
  • Monitored productivity, quality checked and coached individual Biller
  • Within 3 months, overall performance improved from 89 to 98.6 monthly average
  • Conducted monthly audits, located $28,000 in unpaid revenue due to Agents and Vendors, and collected all unpaid revenue
  • Checked vendor invoices, payments, commissions and other accounting duties to ensure revenue was distributed accurately, and financial records matched
  • Supported the National Account Audit Team to recover revenue and disputed Auditing Firm short pays
  • Resolved escalated customer issues and boosted retention to 95% average
  • Worked with a team of 12 effective and competent accounting professionals after hiring and training 85% of staff

Accounting Team Lead and Trainer

Alexanders Mobility, Atlas Van Lines
10.2011 - 01.2012
  • Formed a highly skilled team, with high production and quality in a fast-paced work environment
  • Assist the Manager with the hiring process and selection of new Billers
  • Constantly monitored, made recommendations, and implemented measures to improve worker motivation and performance
  • Provided technical support and monitored for quality assurance of Biller production
  • Maintained operations in full compliance with internal and regulatory standards to protect team members and business operations
  • Managed and was responsible for team 10-13 Biller's performance, quality, and efficiency to ensure drivers were paid on time
  • Created and supported a healthy, motivating work environment that fostered teamwork
  • Developed and updated the Departmental Consistency Reference Manual, increasing accuracy and efficiency
  • Provided support and carried out Accounting Manager duties and responsibilities in the absence of
  • Reviewed Atlas billing and distribution on Alexander Mobility's booked shipments
  • Handled all submitted revenue inquiries to Atlas, for rate discrepancy
  • Managed all driver settlement questions, exceptions, and delayed payroll due to contractual holds or work overflow
  • Notified and ensured billing staff understood contractual, departmental, procedural, and company changes
  • Monitored team stats and reviewed the delivered but not billed report and other financial reports to capture all revenue due
  • Contacted customers to find resolutions for escalated issues
  • Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills

Supervisor of Service and Sales Agents

GEICO
06.1987 - 02.2006
  • Began GEICO career path in 1988, as Endorsement Specialist
  • Career with GEICO ended in 2006, as a Senior Supervisor
  • Held various positions in the Underwriting Division: Insurance Counselor, Trainer, Supervisor, and Senior Supervisor of Customer Service and Sales
  • Supervisor of licensed Property and Casualty Insurance Agents in 250 associate Call Center, with 10-15 direct reports
  • Successfully passed Introduction to Insurance 21, 22, and 23 and became Certified in General Insurance
  • Promoted to Senior Supervisor in 2003, after traveling to Home Office in Washington DC, for weeks of Management Workshops based on effective coaching, monitoring, and Workplace Diversity
  • Earned Certificate in Basic Supervision, and later earned Certificate in Advanced Supervision
  • Continued education and attended Business Management courses at Amberton University after work hours
  • Memorized Underwriting Guidelines, taught Agents, and strived to handle situations with 1st call resolution
  • Team won 'most improved' in competition with 17 other teams in monthly status meetings
  • Averaged 2-4th place monthly, out of 18 Supervisor Teams were ranked and rated for individual and team goals
  • We consecutively won monthly contests for individuals and teams to exceed up-sell and cross-sell goals
  • Lead team of agents by example: coached, worked with, role played, discussions, trained, monitored calls, and genuinely cared about their success
  • Maintained 98.8 percent attendance for 15-plus years as a Property and Casualty Insurance Agent

Education

High School Diploma -

Garland High School, Garland, TX
06.1988

Skills

  • Persuasive Negotiation
  • Attention to Detail
  • Problem-solving abilities
  • Conflict Resolution Strategies
  • Relocation Coordination
  • Logistics
  • Billing, Invoice and Revenue Distribution
  • Active Listening
  • Quality Assurance
  • Training Coordination
  • Telephone Etiquette
  • Stress Management
  • Work Planning and Prioritization
  • MS Office and Movers Suite
  • Scheduling and calendar management
  • Best Practices Implementation
  • Licensed Insurance Agent
  • Client needs analysis and retention
  • Property and Casualty Insurance
  • Call Center Customer Service and Sales
  • Underwriter Collaboration

Certification

  • Property & Casualty License
  • Insurance Producer License

Personal Information

Authorized To Work: US

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Part TimeContract Work

Languages

English
Full Professional

Interests

Volunteer In My Community and with Church

Being the best Grandmother possible to my grandbaby's!

Timeline

Relocation Coordinator - Alexander's Mobility Services / Cor-O-Van Moving & Storage
01.2022 - 10.2022
Commercial and Projects Coordinator - Alexander's Mobility Services / Cor-O-Van Moving & Storage
12.2019 - 03.2022
International Coordinator - Alexanders Mobility
01.2019 - 12.2019
Accounting Supervisor - Alexanders Mobility, Atlas Van Lines
01.2012 - 01.2019
Accounting Team Lead and Trainer - Alexanders Mobility, Atlas Van Lines
10.2011 - 01.2012
Supervisor of Service and Sales Agents - GEICO
06.1987 - 02.2006
Garland High School - High School Diploma,
  • Property & Casualty License
  • Insurance Producer License
Taffeny O'Daniel