Customer Service Human Resources

Tonya A. Copeland

**** ***** ** ***** **********@*****.***

Krum, Texas 76249 C) 214-***-****

Qualifications Summary

C Level Executive Assistant Office Manager:

• Served as C Level Team Senior Executive Support to CEO, CFO, VP of Marketing, VP of Training, VP of Advertising

• Advanced experience and skills in Excel, Word, PowerPoint and Outlook.

• Lotus Notes, Authorize.net Virtual Terminal Software, QuickBooks, ACT, Type 65WPM

• Integral Role in the S-1 creation and filing process

• Prepare expense reports, managing contacts and vendor relationships, negotiate vendor contracts.

• Strategic planning and oversee implementation of new procedures on a company-wide level as related to new initiatives.

• Assist each executive with preparing meeting documents, PowerPoint presentations, business brochures, flyers.

• Provide excellent customer service including billing, policy changes, policy reviews, and general policy concerns.

• Assist CEO with networking with various businesses to promote agency awareness and customer relations.

• Integral Role in the S-1 creation and filing process

Bookkeeping:

• Overseeing month-end closing procedures for accounting, contracting and new business

• Supervise the accounting, business development, leads marketing, and contracting departments.

• Generate, process/service new business sales, reporting and analysis.

Human Resources

• Monitor and report all department metrics to leadership as well as counseling staff or departments with poor metrics.

• Resolution management for escalated conflict involving employees, agents, vendors, insurance carriers or leadership.

• Analyze and improve process flow for each department.

• Director of Operations: Responsible for the research and reporting process of all new initiatives.

• Directly responsible for obtaining state licenses and maintaining CE credits and policy compliance for the company in 45 states.

• Benefits Administrator: Process insurance, tax documents, applications, and payroll.

Event Planning:

• Organized company events on a state and national level, schedule meetings, and travel plans (both national and international).

Education

East Texas State University

• Bachelor of Science, Elementary Education with Math Specialization 1993

Kaplan University

• Property and Casualty Insurance License – 2002

• Life, Accident, and Health Insurance License – 2003

Work Experience

Murphy Mahon Keffler Farrier, LLP, Fort Worth, TX 1/13 – 6/13

Firm Administrator, Accounting, Human Resources

Unique Underwriters, Colleyville, Texas 6/05 – 1/13

Director of Operations (Simpson Group, Equita, SSA)

Allstate Insurance, Grapevine, Texas 1/01 – 6/05

Senior Sales Producer, Executive Assistant to CEO (The Ridley and Huemmer Agencies)

References Available upon request

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