Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Marcey Swan

Switz City,IN

Summary

Seasoned Office Manager offering leadership experience in administrative positions. Well-versed in industry practices and procedures. Top-notch management abilities in financial, personnel and clerical areas.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Office Manager

Tucker Comte Agency
01.2023 - Current
  • Managed daily office operations, ensuring efficient workflow and adherence to policies.
  • Coordinated scheduling and calendar management for staff, optimizing time utilization.
  • Implemented office organization systems, improving document retrieval and storage efficiency.
  • Oversaw supply inventory management, reducing costs through effective vendor negotiations.
  • Maintained financial records and processed invoices, ensuring accuracy in accounting practices.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.

Office Manager

Kelly Tucker State Farm Agency
05.2013 - 12.2022
  • Trained new employees on office procedures and software tools, enhancing team productivity.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Conducted both sales and service related activities in regards to current and prospective customers,

Customer Service Representative

Vince "Chip" Felton State Farm Agency
01.2004 - 04.2013
  • Resolved customer inquiries and issues efficiently, enhancing overall satisfaction and loyalty.
  • Provided accurate information regarding insurance policies, ensuring clarity for clients.
  • Managed policy renewals and updates, maintaining compliance with industry regulations.
  • Responded to customer requests for products, services, and company information.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Data entry
  • Scheduling and calendar management
  • Payroll and budgeting
  • Mail handling
  • Training and coaching
  • Staff training
  • Financial tracking
  • Banking operations
  • Professional and courteous

Certification

  • Property & Casualty Insurance License
  • Life & Health Insurance Licensed
  • Licensed Notary Indiana

Timeline

Office Manager

Tucker Comte Agency
01.2023 - Current

Office Manager

Kelly Tucker State Farm Agency
05.2013 - 12.2022

Customer Service Representative

Vince "Chip" Felton State Farm Agency
01.2004 - 04.2013

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Marcey Swan