Business administrator looking to maintain a structured and secure bottom line, while providing the next level of quality customer service to your businesses customers. Motivated, personable business professional with a degree in Business Administration, and over 10 years of success as a manager and a self-employed individual, who has a talent for quickly mastering technology. Diplomatic and tactful with both professional and non- professional individuals at all levels. Accustomed to handling sensitive and confidential records. Demonstrated history of producing accurate, financial reports based upon individual's needs and guidelines. Flexible and versatile - able to maintain a sense of humor under pressure. Thrive in deadline-driven environments. Excellent team-building skills. Skills Summary Project Management * Computer Savvy * Accounting/Bookkeeping Report Preparation * Customer Service * Front-Office Operations Hold an Ohio Resident * Scheduling * Professional Presentations Life Insurance License * Hold a Series 6 Investment General Office Skills License Professional Experience COMMUNICATION: REPORTS/PRESENTATIONS/TECHNOLOGY Prepare complex financial needs analysis reports for individual client, maintaining strict client confidentiality and compliance with agency requirements, while meeting tight deadlines. Design and deliver a twenty hour pre-licensing Life insurance class for new business associates, preparing them for the State of Ohio Life Insurance Exam. Conduct small-group training sessions incorporating both business development techniques and product training. Communicate financial concepts to individuals using layman's terms to facilitate understanding. Excellent understanding of Microsoft Office Suite, and some minor troubleshooting experience. CUSTOMER SERVICE/MARKETING/PROBLEM SOLVING Oversee front-office operations and provide impeccable customer service: Increased retail sales business by almost 20% year over year in 2002. Help maintain 5 star audits in 2008 and 2009 at PFS. Develop and implement strategic marketing plan for business: Instituted customer satisfaction days for both retail and commercial customers.
Excellent attention to detail
Expert in customer relations
Flexible team player
Strong in MS Access and Excel
Microsoft Office Suite
Budgeting and finance
Accounts payable and receivable
01/2010 to Current
Life Insurance InstructorPRIMERICA FINANCIAL SERVICES – Duluth, Ga.
Taught new associates the basic materials need to successfully pass the Ohio State Insurance Licensing Exam.
Conducted one-on-one tutoring sessions for new employees.
Worked with an average of 5 participants per class.
Used role playing, simulations, team exercises, group discussions, videos and lectures to instruct participants in a variety of ways.
11/2003 to Current
District LeaderPRIMERICA FINANCIAL SERVICE – Duluth, Ga.
Extensively trained new and existing employees.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
Finalized sales and collected necessary deposits.
Collected all premiums on or before effective date of coverage.
Evaluated the accuracy and quality of data entered into the agency management system.
09/1994 to 03/2004
Market ManagerSHERWIN WILLIAMS COMPANY - Fostoria, Oh
Posted receipts to appropriate general ledger accounts.
Monitored payments due from clients and promptly contacted clients with past due payments.
Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account.
Researched and resolved accounts payable discrepancies.
Reviewed all expense reports for accuracy and proper expense disclosure.