Insurance Office
Resume:
Leona L. Shaw
Stockbridge, GA **281
**************@*********.***
Education
Strayer University
Morrow, GA
Candidate for an MBA in Public Administration December 2010
University of South Carolina Upstate
Spartanburg, South Carolina
Bachelors of Science May 2005
Major: Business Administration (Economics and Finance)
Work Experience(s):
ConnectInc Financial LLC
Office Administrator
Conyers, Georgia
10/2009-Present
. Perform administrative duties for owner and general agents
. screen calls, make travel and meeting arrangements, prepare production
reports, set appointments, and train and supervise other support staff
. Supervise daily office activities
. Handle office supplies and requests from agents to keep office
equipped with necessary supplies
. Contract agents with all 7 respective insurance companies
. Receive and direct visitors,
. Create word documents, draft and send out email, memorandums and
other word processing documents
. Track agent production via excel spreadsheets
. Create filing system for retention of client and agents files
. Perform routine office duties such as faxing documents and following
up with insurance companies
. Process, handle, file and follow up with all new business submitted
by all agents (including management) in office to the 7 insurance
companies we are contracted with
New York Life Insurance
Financial Representative/Agent
Macon, Georgia
09/2008-06/2009
Called on policyholders to deliver and explain policy, to analyze
insurance program and suggest additions or changes, or to change
beneficiaries
Interviewed prospective clients to obtain data about their financial
resources and needs, the physical condition of the person or property
to be insured, and to discuss any existing coverage
Sought new clients and developed clientele by networking to find new
customers and generate lists of prospective clients
Performed administrative tasks, such as maintaining records and
handling policy renewals
Developed marketing strategies to compete with other individuals or
companies who sell insurance
The Impact Movement Inc.
Financial Assistant
Orlando, Florida
08/2005-08/2008
. Performed routine bookkeeping
. Managed and reconciled company accounts
. Managed and reconciled company bank statements
. Processed account receivables, credit card transaction, and accounts
payable
. Handled transactions with employee company credit cards
. Receipted and documented major donors using The Goldmine System
. Worked closely with financial controller to create budgets using
Microsoft Excel
. Update budgets monthly and presently information alongside financial
controller to respected department head
. Worked closely with financial controller in preparing financial
statements
. Assisted financial controller on special projects and assignments
. Managed daily operational activities within the finance department
. Acted as finance director for regional and national conferences held
by the organization
REFERENCES AVAILABLE UPON REQUEST
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