Dynamic professional with a proven track record at Reality Motor Sports, Inc., excelling in document management and customer support. Adept at enhancing operational efficiency through effective problem-solving and attention to detail. Recognized for building strong client relationships and streamlining processes, ensuring a positive experience for all.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Assistant
Reality Motor Sports, Inc.
Marion
09.2016 - Current
Managed incoming communications and directed inquiries to appropriate personnel.
Organized files and maintained document management systems for easy access.
Supported data entry efforts to maintain accurate records and databases.
Collaborated with colleagues to streamline processes and improve efficiency.
Greeted visitors, clients and guests in a professional manner.
Organized and maintained filing systems for documents and records.
Entered data into databases accurately and efficiently.
Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
Developed positive relationships with internal customers through effective communication techniques.
Ensured office equipment was operational, stocked with supplies and maintained in a clean condition.
Gathered and sorted data for reports and files.
Archived confidential material using established procedures.
Assisted in the development of new policies and procedures to improve operational efficiency.
Handled confidential information with discretion and integrity.
Scheduled meetings, appointments and travel arrangements for staff members.
Assisted organizational efforts by filing, entering data and answering phones.
Maintained front desk to provide positive first impression.
Maintained positive working relationship with fellow staff and management.
Received and distributed mail, letters and packages.
Stocked inventory and ordered office and kitchen supplies.
Broke down boxes for garbage and recycling.
Reviewed and approved vendor invoices.
Participated in credit and collections activities.
Performed accounting or financial analysis.
Scheduled service and changed and ordered toner to keep printers and copiers functioning.
Assisted customers in identifying and selecting automotive parts.
Processed customer orders using point-of-sale systems accurately.
Managed inventory levels and organized parts storage efficiently.
Assisted customers in identifying and locating needed parts efficiently.
Managed inventory levels to ensure accurate stock availability and organization.
Processed customer orders using the point-of-sale system effectively.
Provided product information and recommendations to enhance customer satisfaction.
Collaborated with team members to streamline parts retrieval processes.
Maintained clean and organized work area for optimal workflow efficiency.
Handled customer inquiries and resolved issues promptly and professionally.
Received incoming shipments, checked contents against order forms, sorted items according to type, size or other criteria.
Provided quotes to customers for requested parts.
Kept sales and counter areas organized and clean to give positive first impression to visitors and customers.
Kept up-to-date records of all sales transactions using computer software systems.
Answered inquiries, resolved problems and finalized parts sales at counter and by telephone.
Communicated effectively with management on any issues or special requests from customers.
Performed cashier duties such as receiving payments from customers and issuing receipts.
Received, examined and reshelved returned parts.
Adhered to company policies regarding product returns and exchanges, warranties.
Monitored stock levels regularly to ensure adequate supply of parts in store.
Received and stocked incoming merchandise, arranging items in correct locations.
Processed orders and invoices accurately and efficiently.
Operated point of sales and parts lookup computer systems.
Placed inventory numbers on parts to properly identify items for counter associates.
Managed multiple projects simultaneously while meeting tight deadlines without compromising quality.
Organized shelves and displays to ensure easy access to products for customers.
Answered phone calls and emails from customers inquiring about parts availability.
Maintained an accurate inventory of parts in stock, including ordering new items as needed.
Wrote and recorded orders for merchandise or entered orders into computers.
Located and labeled parts to maintain organized inventory of stock.
Managed daily financial transactions and reconciliations
Oversaw accounts payable and receivable processes
Implemented efficient bookkeeping procedures and systems
Maintained organized records of all financial documents
Processed accounts payable and receivable transactions.
Performed basic accounting, payroll and bookkeeping services to manage business operations.
Conducted monthly bank reconciliations.
Ensured accuracy in all accounting entries and records.
Entered deposits, credit card charges and sales entries to facilitate cash management.
Generated invoices for clients and tracked payments received from customers.
Performed month-end closing activities.
Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
Resolved billing discrepancies with vendors or customers promptly.
Reviewed purchase documents and company receipts for reconciliation with statements.
Posted journal entries to the general ledger system accurately and timely.
Maintained and reconciled general ledger accounts.
Helped businesses keep finances in order by managing accounting ledgers and recording journal entries.
Provided assistance in preparing tax returns annually.
Managed payroll processing for staff members.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Developed internal control procedures to ensure accurate recordkeeping.
Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
Managed inventory records, adjusting entries for discrepancies and reporting changes.
Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
Ensured compliance with local, state, and federal government reporting requirements and tax filings.
Conducted month-end and year-end close processes, ensuring accuracy of financial reporting.
Handled sensitive financial information with confidentiality and integrity.
Received and recorded cash, checks and transfers.
Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
Matched orders with invoices and recorded required information.
Recorded debit, credit and account transactions in computer spreadsheets and databases.
Prepared and processed payroll.
Calculated and produced checks for utilities, taxes and other operational payments.
Checked postings and documents for correctness, accuracy and proper coding.
Reconciled computer reports with manually maintained ledgers.
Monitored loans and accounts payable to confirm payments are current.
Performed financial calculations for amounts due, interest charges and balances.
Calculated income and social security tax deductions.
Maintained cleanliness in high-traffic areas using effective cleaning techniques.
Managed inventory of cleaning supplies, ensuring adequate stock levels.
Cleaned bathrooms, including toilets, sinks, countertops, mirrors, and floors.
Swept and mopped floors, vacuumed carpets, and dusted surfaces.
Removed trash bags, broke down boxes and placed recyclable materials in designated disposal areas.
Cleaned windows, glass partitions and mirrors with cleaners and sponges.
Sanitized frequented areas and equipment using approved supplies.
Vacuumed carpeted areas and mopped solid surfaces with proper chemical solutions.
Disinfected doorknobs, light switches, telephones, computers, desks and other high-touch surfaces.
Stocked supplies such as soap, toilet paper, and paper towels in restrooms.
Polished furniture to remove dust and dirt buildup.
Transported trash bags to designated disposal areas.
Emptied wastebaskets and replaced liners.
Scrubbed walls to remove scuff marks or stains.
Swept sidewalks and driveways of debris.
Operated landscaping equipment for efficient lawn care and maintenance tasks.
Implemented weed control measures using appropriate methods and materials.
Trimmed around trees and bushes.
Removed debris from yards and disposed of it in designated areas.
Performed regular maintenance tasks such as raking leaves, weeding gardens and trimming hedges.
Transported materials to job sites using trucks or trailers when necessary.
Used shears, pruners and chainsaws to prune hedges, trees, and shrubs.
Assisted with snow removal operations during winter months.
Managed office communications and correspondence efficiently.
Maintained filing systems and ensured document retrieval was prompt.
Responded to customer inquiries via email or telephone in a polite and professional manner.
Prepared documents such as memos, letters, reports, spreadsheets and presentations using Microsoft Office applications.
Proofread documents before submission; corrected any errors found in grammar or punctuation.
Greeted visitors and directed to appropriate location or person.
Managed calendar reminders for upcoming deadlines or events associated with the office.
Updated contact lists on a regular basis; created new contacts as needed.
Sent and distributed mail and parcels.
Managed multiple calendars and contacts using computer software.
Created and updated spreadsheets to track and report data.
Managed staff calendars and coordinated travel, meeting and hotel accommodations.
Operated office equipment such as photocopiers, scanners, and fax machines.
Handled confidential documents with discretion.
Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
Handled incoming calls and directed callers to appropriate department or employee.
Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Kept office equipment functional and supplies well-stocked to promote efficient operations.
Created spreadsheets in Microsoft Excel for record-keeping and reporting.
Responded to customer issues to provide immediate resolution and improve retention.
Elementary School Librarian
Marion Community Schools - Frances Slocum
Marion
01.2016 - 09.2016
Assisted students in locating and using library resources effectively.
Organized library materials to ensure easy access and retrieval for patrons.
Conducted storytelling sessions to engage young readers and promote literacy.
Collaborated with teachers to support curriculum needs through library resources.
Developed promotional materials for library events and programs to increase participation.
Organized library equipment and collections.
Replaced worn labels and barcodes to keep materials in good physical condition.
Reshelved books to maintain neat and tidy reading area.
Maintained records of patron borrowing activity with an automated system.
Developed and maintained library collection by selecting, ordering, cataloguing, and classifying books and other materials.
Kept resources in clean and working fashion to maintain availability for use.
Organized library media supplies, main catalog, special equipment and permanent records.
Planned activities for children's story time programs.
Provided reference services to students, faculty, staff, and community members using print and electronic resources.
Publicized and promoted library services, programs and collections.
Maintained complete and accurate records of library transactions.
Developed and enforced circulation policies and procedures.
Collaborated with teachers to integrate library resources into classroom activities.
Managed library circulation systems for efficient tracking of materials.
Assisted students in selecting appropriate books for various reading levels.
Created promotional materials to highlight new arrivals and special events.
Provided instruction on the use of library resources.
Assisted with collection development activities.
Managed daily operations of the school library.
Oversaw circulation of library materials.
Created displays highlighting new books and authors.
Collaborated with teachers to develop lesson plans incorporating library materials.
Licensed Insurance Agent Staff Member
Brenda K. Haecker, State Farm Insurance Agent
Marion
03.2004 - 07.2015
Assisted clients in selecting appropriate insurance policies based on individual needs.
Educated clients on coverage options, exclusions, and policy details.
Processed applications and managed policy renewals efficiently and accurately.
Collaborated with underwriters to assess risk and determine policy terms.
Provided exceptional customer service by addressing client inquiries promptly.
Maintained up-to-date knowledge of industry regulations and compliance standards.
Conducted policy reviews with clients to ensure adequate coverage over time.
Provided assistance with billing inquiries, payment processing, and customer service issues.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Maintained accurate records of client information including contact details and policy changes.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Provided guidance and support to less experienced agents during onboarding process.
Identified opportunities for cross-selling additional policies or services to existing customers.
Advised clients on their insurance needs and coverage options based on individual requirements.
Initiated contact with potential clients through cold calling and networking activities.
Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
Pursued continued professional development through insurance workshops, course and webinars.
Established relationships with vendors that provide services related to insurance products.
Resolved disputes between customers and insurers by researching and interpreting policy language.
Engaged customers and provided high level of service by carefully explaining details about documents.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Developed appropriate quotes based on risk information.
Monitored clients' insurance coverages to ensure changing needs were met.
Contacted underwriters and submitted forms to obtain binder coverage.
Achieved repeat business and referrals through personalized services.
Managed inventory by restocking supplies and organizing merchandise displays.
Collaborated with team members to maintain a clean and organized work environment.
Handled cash transactions accurately and processed payments efficiently.
Delivered exceptional customer service to enhance overall shopping experience.
Trained new staff on company policies and procedures for operational efficiency.
Resolved customer complaints promptly to ensure satisfaction and loyalty.
Education
High School Diploma -
Marion High School
Marion, IN
05-2004
Some College (No Degree) - Business Administration
Indiana University, Kokomo
Kokomo, IN
Skills
Document management
Data entry
Customer support
Attention to detail
Record keeping
Calendar management
Decision-making
Verbal and written communication
Problem-solving
Basic mathematics
Client interaction
Fast learner
File and record keeping
Documentation and filing
Office equipment troubleshooting
Computer skills
Spreadsheet software
Conflict resolution
Certification
Indiana P&C License
Notary of Public
Timeline
Assistant
Reality Motor Sports, Inc.
09.2016 - Current
Elementary School Librarian
Marion Community Schools - Frances Slocum
01.2016 - 09.2016
Licensed Insurance Agent Staff Member
Brenda K. Haecker, State Farm Insurance Agent
03.2004 - 07.2015
High School Diploma -
Marion High School
Some College (No Degree) - Business Administration