Summary
Work History
Education
Skills
Timeline
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Theresa McNeiley

Theresa McNeiley

Beaver Dam,KY

Summary

Dynamic professional with a proven track record at Eaves Insurance Agency, excelling in customer service and problem-solving. Skilled in developing tailored insurance solutions and maintaining strong client relationships. Adept at using QuickBooks for financial management, demonstrating a friendly demeanor and excellent communication skills to foster trust and loyalty.

Work History

Disabled

N/A
2004 - 2025
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Bookkeeper

Hometown Realty and Rentals
1994 - 2004
  • Maintained accurate financial records using QuickBooks and Excel for property management.
  • Processed tenant payments and vendor invoices, ensuring timely entries into accounting system.
  • Reconciled bank statements monthly to verify account balances and identify discrepancies.
  • Assisted in preparing financial reports, highlighting income, expenses, and trends for management review.
  • I also answered the phone for real estate agency and rental property and collected rent from tenants of my father's rental property.
  • I paid the bills and was did all accounts receivable and accounts accounts payable for the company.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • I worked here part time for my father to help my father with his real estate company and I also had my real estate license.

Insurance Agent

Eaves Insurance Agency, Inc.
1995 - 1996
  • Developed comprehensive insurance policy recommendations tailored to client needs.
  • Conducted detailed risk assessments to identify coverage gaps and potential liabilities.
  • Managed client relationships through effective communication and timely follow-ups.
  • Streamlined the claims process, ensuring accurate documentation and swift resolutions.
  • Educated clients on insurance products, enhancing their understanding of available options.
  • Collaborated with underwriters to assess risk factors and determine policy premiums.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • I worked here on a full time basis.

Payroll Manager

Twin Rivers Inc.
1992 - 1994
  • I did all the payroll for the chair manufacturer company for all nursing homes across the United States plus answered the phone and used Microsoft to create a database for all clients of the company.
  • Responded to employee inquiries to provide assistance with payroll-related questions.
  • Calculated deductions and processed payroll for employees.
  • Reviewed time records for 40 employees to verify accuracy of information.
  • Managed year-end payroll activities, ensuring timely and accurate W-2 distribution.
  • Also distributed applications for new employees.

Education

Bachelor of Arts -

University of Kentucky
Lexington, KY
08-1994

No Degree - Core Studies Plus Science Classes.

Western Kentucky University
Bowling Green, KY
01-1990

High School Diploma -

Ohio County High School
Hartford, KY
06-1986

Skills

  • Friendly, positive attitude
  • Customer service
  • Problem-solving
  • Great communication with customers
  • Very good on the computer

Timeline

Bachelor of Arts -

University of Kentucky

No Degree - Core Studies Plus Science Classes.

Western Kentucky University

High School Diploma -

Ohio County High School

Disabled

N/A
2004 - 2025

Bookkeeper

Hometown Realty and Rentals
1994 - 2004

Insurance Agent

Eaves Insurance Agency, Inc.
1995 - 1996

Payroll Manager

Twin Rivers Inc.
1992 - 1994

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Theresa McNeiley