Meticulous, Accounting and Office Manager with extensive and diverse experience in accounting and business operations. Excellent overall business sense; a highly motivated self-starter with outstanding organizational skills. Willingness to take on added responsibilities to meet team goals. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organization.
Overview
28
28
years of professional experience
2013
2013
years of post-secondary education
Work History
Licensed Insurance Agent
Mike Hart State Farm
11.2023 - Current
Work directly with clients to assess insurance needs, and recommend appropriate coverage.
Sell home and auto insurance policies, ensuring compliance with state regulations.
Assist customers with billing inquiries, payments, and policy changes.
Customer Service Specialist
Mike Hart State Farm
05.2023 - 11.2023
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.
Daily balancing of money flow by daily bank deposits.
Made appropriate account corrections to resolve customer problems.
Sought continuing education opportunities to stay current with industry trends.
Used job-related software to complete forms, prepare change of address records or issue service discontinuance orders.
Office Manager
Five Star Interlocal Cooperative
05.2020 - 06.2023
Optimized office policies, meeting internal needs while upholding organizational standards.
Maintained student database with highest confidentiality in conjunction with special education. This was a case management platform used by districts, teachers, and service providers to maintain federal and state compliance and improve processes and procedures in their special education programs.
Administered bookkeeping functions to generate invoices and handle accounts payable and receivable, such as each school district’s assessments, speech services and psychological testing.
Assist HR with monthly timesheets, as well as other timely collection of data forms.
Assist Treasurer with weekly balancing of school accounts.
Managed all workers compensation claims.
Assist in the onboarding process for new hires including applications and back ground checks.
Create and maintain contract personnel data bases, involving their original hiring information and license verification.
Assist director with set up of curriculum.
Coordinated with vendors to purchase necessary supplies in a timely manner.
Managed office flow by providing direct support to visitors.
Human Resources Manager
Rains & Sons Transportation
08.2019 - 05.2020
Administer HR programs, including HR policies and procedures, training and development, benefit administration and performance management initiatives.
Facilitated all new employee orientation.
Created employee profiles in Paycor for payroll.
Created user logins and entered personal information in LTC for dispatch purposes.
Assembled termination documents, and updated in all portals, and spreadsheets.
Managed employee benefits programs including health insurance, retirement plans, vacation leave.
Update and manage corporate social media accounts.
Accounting/Receiving/Purchasing Clerk
National Standard
09.2014 - 08.2017
Process accounts receivables and payables.
Created and prepared purchase orders for vendors.
Entered employee production timecards for preparation of daily reports.
Resolved customer issues by coordinating effectively with management and gathering appropriate data.
Performed data entry and reconciliation responsibilities daily.
Teacher’s Aide
Bradford Elementary School
01.2014 - 05.2014
Assisted teachers in daily school activities.
Medical Secretary
ArCare
02.2013 - 06.2013
Answered telephones; scheduled and confirmed appointments, greeted patients and performed patient intake tasks, such as coordinating documents, insurance and personal forms.
Provided administrative support to physicians, nurses, and other healthcare professionals.
Updated and maintained patient files and information in multiple databases.
Transmitted correspondence and medical records by mail, e-mail and fax.
Substitute Teacher
Bradford Elementary School
08.2011 - 01.2013
Implemented teacher lesson plans, assigned student class work and homework, and maintained classroom control and discipline.
Accounting Assistant
Meter Technologies, Inc
01.2007 - 07.2011
Prepared management reports and financial summaries using Microsoft Excel detailing company’s financial status.
Created invoices and tracked overdue accounts.
Managed payroll.
Generated billing invoices and warranty filing.
Accounting Clerk/Safety Coordinator
J-Mar Express
09.2000 - 01.2007
Handled basic accounting functions, including verifying and posting transactions to the general ledger and reconciling daily transitions for financial system reports.
Generated monthly statements and daily invoices for customers.
Communicated with customers to address inquiries and resolve issues.
Prepared payroll payouts for over the road drivers.
Overseen over the road logs, physicals, and made sure to stay in compliance.
Patient Representative / Collector
White County Medical Center
09.1997 - 08.2000
Ensured accurate and timely processing of accounting data.
Performed accounts receivable functions, balancing cash and posting payments.
Accurately entered transactions into accounting system.
Verified patients’ insurance eligibility.
Transferred, admitted, and discharged patients, complying with principles of safe patient handling.
Organized patient information in an accurate and timely manner for medical records.
Adhered strictly to HIPAA regulations when dealing with confidential information.
Analyzed patients’ abilities to pay to determine payment plans.
Customer Service Manager-Licensed Insurance Agent at Mike Bean State Farm AgencyCustomer Service Manager-Licensed Insurance Agent at Mike Bean State Farm Agency