Motivated professional with extensive experience in office support across various industries. Demonstrates a strong work ethic and professional demeanor, consistently delivering exceptional customer service. Proven decision-making skills enhance operational efficiency and client satisfaction.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Casualty Insurance Agent
J's Taxes & Services LLC
Charlotte , NC
02.2017 - Current
Resolved customer complaints related to casualty insurance policies and services.
Calculated premiums, established payment methods, and issued receipts upon payment.
Maintained current knowledge of product offerings and industry trends for effective client advisory.
Counseled prospects and policyholders on coverage options, limits, and regulatory compliance.
Reviewed invoices for accuracy prior to processing payments.
Managed daily office operations to maintain efficient workflow.
Developed filing systems for easy access to documents and records.
Composed professional correspondence including letters, emails, memos, and reports.
Accountant
J's Flooring LLC
Charlotte, North Carolina
05.2013 - 01.2017
Ensured compliance with federal and state regulations while preparing tax returns.
Monitored departmental expenses to enhance budgeting processes and efficiency.
Reviewed invoices and processed payments to strengthen vendor relationships.
Prepared monthly closing entries for multiple companies' financial records.
Gathered necessary information from clients to assist in tax return preparation and maintain organized documentation.
Evaluated financial performance by monitoring balance sheets and income statements.