Trish Allen
Statham,GA
Summary
Dynamic professional with over nine years of extensive experience collaborating with cross-functional teams and external clients in diverse environments. Recognized as an analytical problem-solver, consistently driving innovative solutions that enhance operational efficiency. A goal-oriented leader and dedicated team player, adept at managing multiple projects simultaneously while ensuring high-quality outcomes. Highly disciplined and a quick learner, possessing exceptional interpersonal, organizational, and communication skills that foster productive relationships and collaboration.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Branch Clerk
Auto Owners Insurance
08.2022 - 10.2025
- Supported team with administrative duties and documentation management.
- Trained new staff on operational procedures and software use.
- Provided excellent customer service during peak hours, handling multiple tasks efficiently without compromising quality.
- Demonstrated flexibility in adapting to shifting priorities as needed to meet urgent deadlines or address unforeseen challenges.
- Collaborated with team members to achieve branch targets and maintain consistent service quality.
- Assisted customers with account inquiries, providing accurate information and prompt resolution of issues.
- Received and processed incoming and outgoing registered and certified mail.
- Maintained security protocols within the branch, ensuring the safety of staff members, clients, premises, and assets at all times.
- Supported effective teamwork among colleagues through clear communication, cooperation, and mutual respect.
- Received, recorded, sorted and distributed incoming and outgoing work and payments.
PRODUCTION MANAGER
SUNRISE ROOFING LLC
06.2015 - 08.2022
- Responsible for ordering all materials for every job
- Contacting homeowners for scheduling
- Communicating with crews and sub - contractors
- Recording progress in customer database
- Monies collections/AP & AR
- Handle all customer service-related issues
OFFICE MANAGER/PROJECT COORDINATOR
SUNRISE ROOFING LLC
07.2015 - 08.2022
- Oversees duties of lead center
- Manages phone systems, answering and directing calls to appropriate parties or handling if necessary.
- Manages reception desk, greeting all visitors and handling customer inquiries and complaints.
- Processes reports, providing copies to management.
- Sets up customer invoices based off estimate or Replacement Cost Value.
- Completes forms for homeowners and mortgage companies, helping to get job moving and paid.
- Follows up with customers for payments, Receives, posts and makes copies of checks.
- Closes out jobs and sends appropriate tasks, including collecting and attaching receipts. Completes certificate of insurance; registers warranties; sends intent to lien; and initiates legal filings on open collections.
- Orders and picks up office supplies and orders business cards and any other business materials necessary for projects and work that is requested.
- Assists with setting up new employees in systems, including logins and credentials, while running business errands such as post office, overnight mailings or bank runs.
OWNER/OPERATOR
AUSTIN CREWELL INSURANCE
01.2013 - 01.2015
- Provided insurance quoting to customers in their time of need via in office or mobile.
- Wrote property and casualty insurance policies for auto and home, collecting down payments, financials for policies and routing to proper insurance company.
CUSTOMER SERVICE REPRESENTATIVE
LORD & ASSOCIATES INSURANCE AGENCY
01.2011 - 01.2013
- Greeting all customers and assisting customers in posting all monies paid to keep policies in force
- Handle all incoming phone calls and distributing to the appropriate agent.
- Daily updating/review of data management system
- Posting all monies into Quick Books, Reconciling accounts, Accounts receivable.
- Handle and distribute all incoming mail and interoffice documents.
- Providing Quotes to customers needing insurance
- Organization/preparation on monthly commission pay outs
- Special projects when needed
LEGAL ASSISTANT
KLOB LAW FIRM
01.2010 - 01.2010
- Responsible for all incoming calls, set up appointments for client consultation of Social Security Disability applications with additional responsibilities of intake coordinator.
- Client file review and follow up at client’s request.
- Firm book-keeping, payroll posting, Quick Books reconciliation, accounts payable, accounts receivable.
CLAIMS PROCESSOR
STATE FARM INSURANCE
01.2006 - 01.2010
- Heavy customer service-taking approximately 65 calls daily regarding auto claims.
- Talking with estimators, body shops, policy holders, claimants, car rental agencies.
- Paying claims, explaining coverage’s & policies, reviewing estimates with estimators and customers/paying estimates within the scope of the customer’s policy.
- Assisting the needs of a team environment.
- Review medical bills, making payments.
SR CLAIMS SERVICE ASSISTANT
STATE FARM INSURANCE
01.1998 - 01.2006
- Handling a high call volume from policy holders, claimants, attorneys, etc.
- Maintaining and updating current database with information pertaining to each claim.
- Handling and completing significant documents (titles, applications, power of attorney’s etc.) to the State of GA for total loss claims.
- Responsible for handling and posting accounts receivables for the sale of salvaged vehicles.
- Responsible for delivering and accepting all incoming and outgoing mail for claims team.
Education
GED -
Dekalb Technical College
Skills
- Microsoft Office Suite (Word, Excel, Access, Publisher, PowerPoint)
- QuickBooks
- 10 key
- Project Coordination
- Accounts Receivable
- Human Resources
- Bookkeeping
- Office Management
- Event Planning
- Roofing
- Administrative Experience
- Project Planning
- Management
- Accounting
- Accounts Payable
- Account Reconciliation
- Conflict Management
- Clerical Experience
- Project Management
- Purchasing
- Budgeting
Certification
- Previously - Property & Casualty Licensed Georgia Agent
- Previously - Property & Casualty Licensed Claim Representative, Georgia & South Carolina
- Associate in Claims
- SCLA - Designations LCPS, ACLA
- Computer Skills: Microsoft Office Suite (Word, Excel, Access, Publisher, PowerPoint), QuickBooks
Timeline
Branch Clerk
Auto Owners Insurance
08.2022 - 10.2025
OFFICE MANAGER/PROJECT COORDINATOR
SUNRISE ROOFING LLC
07.2015 - 08.2022
PRODUCTION MANAGER
SUNRISE ROOFING LLC
06.2015 - 08.2022
OWNER/OPERATOR
AUSTIN CREWELL INSURANCE
01.2013 - 01.2015
CUSTOMER SERVICE REPRESENTATIVE
LORD & ASSOCIATES INSURANCE AGENCY
01.2011 - 01.2013
LEGAL ASSISTANT
KLOB LAW FIRM
01.2010 - 01.2010
CLAIMS PROCESSOR
STATE FARM INSURANCE
01.2006 - 01.2010
SR CLAIMS SERVICE ASSISTANT
STATE FARM INSURANCE
01.1998 - 01.2006
GED -
Dekalb Technical College
HOBBIES
In my spare time, I love to garden, spend time with my family, travel, and volunteer in my community.