Detail-oriented professional with experience in customer service, office administration, and business operations. Skilled in relationship building, telephone communication, and organization. Proven ability to manage client interactions, coordinate schedules, and support accurate day-to-day operations.
Work History
Sales Representative
2 Months
WoodmenLife | 08.2026 - Current
Developed prospect lists and contacted leads to schedule insurance consultations.
Explained life insurance products, benefits, and policy options to prospective members.
Followed up with prospects to answer questions and move applications forward.
Assisted applicants through enrollment forms, disclosures, and coverage selection.
Maintained accurate records of member interactions, quotes, and policy updates.
Expanded customer base through cold calling, networking, and relationship building.
Dowdy Construction Business Manager
5 Years 6 Months
Dowdy Construction | 04.2021 - Current
Directed budgeting, forecasting, and cost tracking to support profitable construction operations.
Oversaw payroll processing and job cost allocations to ensure timely, accurate labor reporting.
Managed invoicing, accounts payable, and accounts receivable to maintain accurate financial records.
Coordinated subcontractor scheduling, vendor communication, and purchase orders for project readiness.
Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
CPA Firm Receptionist
2 Years 11 Months
Larry Sumner CPA | 08.2022 - 07.2025
Prepared individual tax returns, ensuring compliance with current federal and state regulations.
Prepared payroll for local businesses.
Coordinated appointment scheduling, meeting room bookings, and daily calendar updates.
Maintained accurate records for correspondence, visitor logs, and office documentation.
Prepared incoming mail, packages, and deliveries for timely distribution.
Supported administrative tasks, including data entry, filing, and supply tracking.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Handled cash transactions and maintained sales and payments records accurately.
Managed front desk operations, greeting visitors and directing calls with professionalism.
Medical Receptionist
9 Years 8 Months
Taylor OBGYN | 02.2017 - 2021
Scheduled appointments, follow-ups, and diagnostic visits using electronic medical records system
Managed patient check-in and check-out, verifying demographics and insurance information