Experienced in providing comprehensive support for accounting functions. Background includes managing vendor relationships, auditing financial documents, and maintaining ledger accuracy. Strengths lie in problem-solving abilities, adaptability to evolving accounting procedures, and development of effective communication channels with management and team members. Previous roles have seen improvement in system efficiency and reduction of errors through diligent work ethic and commitment to quality.
Overview
8
8
years of professional experience
Work History
Customer Service Representative
The George D Warthen Bank
Sandersville
02.2026 - 03.2026
Resolved customer complaints through effective communication and problem-solving.
Processed account openings, closures, and changes accurately.
Educated customers on banking products and services available at the bank.
Processed Safety Deposit Boxes being opened and closed.
Maintained customer records by updating account information regularly.
Answered customer inquiries and provided accurate information regarding products and services.
Provided excellent customer service to resolve customer complaints in a timely manner.
Insurance Agent
Globe Life Liberty National Division: Cannington
Valdosta
04.2025 - 05.2025
Provided customers with information regarding plan features, pricing, and availability.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Maintained accurate records of all insurance transactions using computer software systems.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
Educated customers on the importance of maintaining adequate insurance coverage.
Advised customers on the best ways to minimize risks associated with their assets.
Developed relationships with new clients through cold calling and referrals from existing customers.
Gathered detailed information from customers prior to offering quotes or making recommendations.
Scheduled meetings with prospective clients to discuss available products and services.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Explained coverage options to potential policyholders, answering questions or concerns.
Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
Met with division leaders and consultants to discuss strategies to increase sales.
Accounting Assistant/Front Desk Receptionist
Thiele Kaolin Company
Sandersville
06.2018 - 08.2019
Checked figures and postings for correct entry and proper codes.
Handled accounts payable and receivable, including invoicing and payment processing.
Coded invoices to maintain organized and accurate records.
Answering the phone.
Handling the mail.
Opening the door for customers.
Making sure the office supplies stayed stocked.
Also making sure the office was clean and neat.
Making sure the meetings are scheduled properly.
Assisted with accounts receivable activities such as invoicing, collections, and deposits.
Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
Checked postings and documents for correctness, accuracy and proper coding.
Assisted with scheduling appointments for clients and visitors.
Answered incoming calls, directed them to appropriate personnel and took messages.
Answered incoming calls, redirected callers to the appropriate personnel or department and took messages as needed.
Greeted customers warmly and made them feel welcome.
Resolved any customer complaints or issues in a timely fashion following established protocols.