Brandy Horn

• Provided administrative support to the co-owners of Creative Benefit Solutions, including scheduling meetings and handling customer service calls.
• Communicated with insurance carriers to manage group health coverage, secure competitive quotes, and address billing inquiries.
• Maintained secure and accurate client files, encrypted sensitive information, and ensured data protection.
• Managed processes for adding and terminating client coverage for health, life, dental, and disability insurance plans.
• Coordinated new account paperwork and enrollment tool development with Colonial Life.
• Scheduled employee enrollment meetings for Core and Colonial voluntary benefits.

Accomplishments:

January 2022 - Award received - Sales Rep of the Year - Public Sector.

July 2022 – Invited by Colonial to join the National Enrollment Team.

• Licensed in Life, Health, Property, and Casualty insurance with the State of Indiana from November 2011 to March 2016.
• Completed home, auto, life, and health insurance quotes and explained coverage options to customers and prospects.
• Delivered exceptional customer service in person, over the phone, and via email by addressing policy discounts, vehicle changes, payments, and billing inquiries.
• Managed daily deposits, completed final deposits, and performed monthly reconciliations.

• Communicated with the financial advisor, managed calendars and activities, prepared for appointments, and updated client portfolios.
• Handled calls and walk-ins, set and confirmed appointments, and maintained office record-keeping through scanning, filing, and bill payments.
• Processed administrative tasks such as opening and closing accounts, trades, securities, mutual funds, insurance, pensions, and account transfers.
• Provided customer service, including stop payments, online account access support, answering questions about account statements, and providing market and quote information.
• Supported business development by processing marketing mailings, making follow-up calls, and planning and coordinating events and seminars.

• Owned and operated a tanning salon, overseeing all aspects of business management, including financial, administrative, and operational functions.
• Proficiently handled accounting and bookkeeping tasks using QuickBooks, preparing profit and loss statements, balance sheets, budgets, accounts payable, and payroll processing to ensure financial stability.
• Worked closely with professional and government agencies, such as accountants, lending institutions, the Department of Revenue, and Workforce Development, to maintain compliance and foster business growth.
• Managed day-to-day operations, including staff scheduling, inventory, and customer service, ensuring exceptional service, and a welcoming environment for clients.
• Demonstrated strategic leadership by planning and implementing business initiatives to boost revenue and sustain long-term success.

• Analyzed corporate account activity to establish account standards and fees for commercial clients.
• Delivered exceptional customer service through frequent interactions with commercial customers.
• Configured and implemented STAR Financial Bank’s safe deposit billing and tracking software.
• Managed departmental timesheets to ensure accurate payroll processing.
• Prepared confidential employee evaluations for department managers and staff.