Latricia Banks
Commerce
Summary
- Experienced insurance and business operations professional with 30+ years of success in office management, customer service, sales and administrative leadership across insurance, healthcare, manufacturing and corporate environments.
- Proven ability to manage day-to-day operations, build strong client relationships, increase efficiency, and support business growth through organization, communication, and problem-solving.
- Skilled in office administration, staff supervision, payroll, accounts payable/receivable, vendor management, reporting, training and process improvement.
- Offer advanced computer skills in MS Office Suite including Excel, Word and Power Point, UNIX and DOS based systems, and other applications/systems including but not limited to website management, Canva and maintaining multiple types of social media platforms.
- Recognized for professionalism, adaptability, attention to detail, and the ability to thrive in fast-paced, customer-focused environments while maintaining strong relationships with clients, leadership teams, customers, and co-workers.
Overview
36
36
years of professional experience
Work History
Licensed Producer, Account Specialist & Office Manager
Stacy Culpepper Agency, American Family Insurance
08.2017 - Current
- Markets, prospects and sells products in all product lines including home, auto, commercial, farm/ranch, and life insurance
- Maintained effective customer relationships, understood customer needs, and matched them with appropriate products and services
- Attained sales, profitability, and service goals for product lines.
- Facilitated agency growth by selling insurance products to new customers
- Proactively cross sells and or coordinates with agency team members to provide additional coverage to existing customer
- Prospects for new business through leads, telephone calls, net-working events and personal contacts
- Prepares quotes and applications and delivers effective presentations in order to close sales
- Retained existing customers by providing exceptional customer service
- Ensure completion of requested account and policy updates and changes
Corporate Accounts Administrative Assistant
Burton + Burton
02.2016 - 05.2017
- Provided administrative assistance to the Corporate Account Sales Manager and 8-10 Corporate Sales Executives
- Completed weekly sales reporting, updating spreadsheets and documents to enhance department visibility
- Organized, obtained approval, and released restricted customer orders for all corporate accounts
- Organized and maintained internal documentation for sales department, ensuring access to critical information for national chain customers
- Upon request, un-restricted catalog and/or survey products for Account Executives
- Coordinated mail-outs for Account Executives, the Corporate Accounts Coordinator, or Director of Sales, including, but not limited to catalogs, surveys, etc.
- Supported catalog/survey requests from sales staff
- Monitored inboxes for Account Executives, retrieving time-sensitive documents during their absence.
- Assisted Account Executives in creating custom catalogs and surveys tailored for seasonal and everyday products
- Assisted in the development and maintenance of the Custom catalog list and filings
- Assisted Account Executives in providing key sales data to them for communication to corporate accounts
- Assisted Account Executive, the Corporate Accounts Coordinator, and Director with correspondence and follow-up when requested
- Acted as back-up for front desk reception throughout the week to relieve for breaks and lunches
- Assisted with proofing various catalogs, surveys, documents, etc.
- Served as a point of contact for corporate buyers and sales representatives when Account Executives are out of the office
Licensed Producer, Account Specialist & Office Manager
Stacy Culpepper Agency, American Family Insurance
06.2014 - 01.2016
- Marketing, prospecting and selling products in all product lines including home, auto, commercial, farm/ranch, and life insurance
- Maintained effective customer relationships, identified needs, and matched with appropriate products and services to enhance satisfaction
- Attained sales, profitability and service goals for product lines.
- Contributed to agency growth by acquiring new customers through targeted insurance sales
- Proactively used cross selling and/or coordinated with agency team members to provide additional coverage to existing customers
- Prospected for new business through leads, telephone calls, net-working events and personal contacts
- Prepared quotes and applications and delivered effective presentations in order to close sales
- Retained existing customers by delivering exceptional service and addressing their needs promptly
- Updated accounts and policies for accuracy and compliance
Office Manager
Milford & Doss Eye Care
Commerce
01.2004 - 05.2014
- Handle daily Accounts Payable and Accounts Receivable processes
- Managed vendor/supplier relations and ensured timely, accurate processing of invoices, purchase orders, expense reports, credit memos, and payment transactions
- Weekly payroll, filing state and federal payroll forms
- Manage daily activities and tasks for 6-8 full time employees
- Prepare and keep updated handbook and policies manual
- Interviewed potential new hires
- Implemented training procedures for doctors and staff to facilitate transition to Electronic Medical Records
- Filing insurance claims (Billing & Coding)
- End of the day reports and deposit
- Month End Reports
- Mailing out monthly statements
- Managed collection of outstanding payments from clients.
- Employee Training
Technician/Optician
Milford & Doss Eye Care
Commerce
01.2004 - 05.2014
- Collected patient health information to establish accurate baselines for doctors
- Pre-testing patients, including auto refraction, vision screening or visual fields, dilation and any other prep work that would be required before the patient sees the doctor
- Performed lab work, including repairs and adjustments to glasses, cutting lenses to fit frames, and interpreting prescriptions
- Guided patients in selecting frames and lens options tailored to their vision needs
- Teaching insertion, removal and proper care of contact lens to new wearers
- Order all lens, contacts, lab supplies and office supplies
Administrative Assistant to Vice President & Corporate Purchasing Director
Craven Pottery, Inc.
Commerce
06.2001 - 06.2002
- Scheduled appointments and prepared paperwork for the Vice President and Corporate Purchasing Director.
- Answering faxes and emails on a daily basis for both domestic and international correspondence
- Working with international photographer to layout, proof, edit and finalize catalogs for company
- Handle all travel arrangements, including hotel, car and airline accommodations for management of company
- Trained new hires within the Purchasing Department.
- Working with sales representatives
- Handle problems that may arise in retail, wholesale, greenhouse, dock or locations in Myrtle Beach, SC or Laredo, TX if related to the buying department
- Work closely with accounting to maintain daily budget figures on both the domestic purchases and import purchases
Customer Service Representative
Roper Pump Company
Commerce
04.2000 - 06.2001
- Processed customer orders accurately
- Assisted customers with part and pump information, including pricing, availability, and technical inquiries
- Managed special accounts, including GE Transportation, Siemens Westinghouse, and Mitsubishi, ensuring customer satisfaction and account growth
- Coordinated pick-up and delivery of goods through freight lines and brokers for domestic and international shipments
- Issued debit and credit memos for account adjustments
- Issued return goods authorizations for product returns
Credit/Accounts Receivable Clerk
Roper Pump Company
Commerce
04.2000 - 06.2001
- Posted daily cash transactions to ensure accurate financial records
- Issued debit and credit memos to correct billing discrepancies
- Posted freight charges and billed customers to maintain revenue flow
- Running and distributing necessary financial reports
Assistant Buyer/Import Data Entry Clerk
Craven Pottery, Inc.
Commerce
07.1990 - 04.2000
- Managed the data entry and tracking processes for around 500 containers with a total value of $50-75 million.
- Verified and approved overseas orders, ensuring accuracy and compliance with company standards
- Entering, pricing and receiving all import orders
- Work with freight brokers on a daily basis to track containers from overseas port to a US port
- Arrange for pickup or delivery of containers from port to warehouse in Commerce
- Assist in buying of the following departments: linens, dried goods, housewares, candles and potpourri, dishes, glassware, frames, gifts, collectibles, crafts and gourmet
- Participated as both a vendor and a buyer at the Atlanta Gift Mart and various other shows.
- Communicated daily with factories and vendors from Mexico, Thailand, Hong Kong, Mainland China, Philippines, and other countries via fax, email, and telephone to facilitate order processing
- Handled all travel arrangements both stateside and international for president, vice president and general manager of the company
- Worked both retail and wholesale floors on registers, stocking, assisting customers and unloading trucks as needed
- Streamlined document retrieval process, enhancing accessibility and organization of critical records
Education
Vocational degree - business administration and health occupations
Banks County High School
Homer, GA01-1990
Skills
- Office Management & Administration
- Scheduling & Calendar Management
- Customer Relationship Management
- Team Leadership & Staff Training
- Policies & Procedures Manuals
- Vendor Negotiations & Management
- Technical Proficiency
- Report Preparation & Data Entry
- Spreadsheet & Database Creation
- Accounts Payable/Receivable
- Bookkeeping & Payroll
- Microsoft Office Suite (Excel, Word, Powerpoint)
- UNIX & DOS Operating Systems
- EDI & Financial System Technologies
- Problem-Solving
- Time Management
- Records Management
- Meeting & Event Planning
- Inventory Management
- Expense Reduction
- Website & Social Media Management
- Medical Billing & Coding
- Medical Insurance Verification
- Adaptability
- Conflict Resolution
- Attention to Detail
- Problem-solving & Communication
- Work Planning & Prioritization
- Insurance Sales & Account Management
- Client Retention & Cross Selling
- Policy Servicing & Claims Support
References
Furnished upon request.
Timeline
Licensed Producer, Account Specialist & Office Manager
Stacy Culpepper Agency, American Family Insurance
08.2017 - Current
Corporate Accounts Administrative Assistant
Burton + Burton
02.2016 - 05.2017
Licensed Producer, Account Specialist & Office Manager
Stacy Culpepper Agency, American Family Insurance
06.2014 - 01.2016
Office Manager
Milford & Doss Eye Care
01.2004 - 05.2014
Technician/Optician
Milford & Doss Eye Care
01.2004 - 05.2014
Administrative Assistant to Vice President & Corporate Purchasing Director
Craven Pottery, Inc.
06.2001 - 06.2002
Customer Service Representative
Roper Pump Company
04.2000 - 06.2001
Credit/Accounts Receivable Clerk
Roper Pump Company
04.2000 - 06.2001
Assistant Buyer/Import Data Entry Clerk
Craven Pottery, Inc.
07.1990 - 04.2000
Vocational degree - business administration and health occupations
Banks County High School