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Bookkeeper and Office Manager

Clearwater, FL
March 16, 2020

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Property Management, Real Estate Lease Management, Outside Sales, Office Management Largo, FL 33771


Authorized to work in the US for any employer

Work Experience

Moved to Florida

Largo, FL

October 2019 to Present

Bookkeeper and Office Manager


February 2019 to September 2019

Office Manager and full charge Bookkeeper for local concrete company. Responsible for weekly payroll, payroll tax liabilities, accounts payable, accounts receivable billing and payment tracking, ledger entries, annual and quarterly Federal and State taxes, Insurance Benefits, Customer Service, administrative functions, etc.

(Remote) Real Estate Portfolio Manager

Self Employed - Sergeant Bluff, IA

September 2016 to December 2018

Research and analyze data on sales, acquisitions, trends, and occupancy; develop administrative materials; create financial models and research reports. Travel to private investment properties across their U.S. portfolio (NE, MT, MD, DC, CO, IN, GA, TX, FL, UT, AZ) for meetings with add'l investors, lenders, facility managers, HOA representatives, property managers, prospective tenants, etc. on behalf of real estate investor Eugene (Gene) Jeffreys.

(Remote) Field Auto Adjuster, Material Damage II Adjuster Nationwide Mutual Insurance Company - Sioux City, IA April 2016 to March 2017

Worked as a remote Field Auto Adjuster, from my home office independently and with very little oversight or supervision. My responsibilities included attending online meetings bi-weekly and quarterly, evaluating and prioritizing my daily work flow, contacting customers to set up inspection appointments, validating their insurance coverage and limits, understanding and interpreting insurance contracts, determining accident fault, inspecting physical damage to insureds' vehicles, creating estimates and supplements electronically and issuing claims checks to first and third-party contacts. Was on rotating list of team members assigned to travel to areas when affected by natural disasters for large quantities of claims. Additionally, held responsibility for maintenance and upkeep of annually issued new company car, cell phone, computer, printer and office product inventory. Self Employed Independent Insurance Agent

Various Companies and Clients - Sioux City, IA

April 2005 to March 2016

Worked as a licensed independent insurance agent appointed with various companies over the course of 11 years; MetLife Auto & Home, Progressive, Mutual of Omaha, Liberty Mutual, Geico, Aflac, Dairyland, New York Life, Blue Cross, United Health, Assurant Health, Mass Mutual, Hegarty, American Modern, Heacock, etc.

Duties included prospecting, needs analyses, business development, client relationship building, sales, marketing, employee management for my own office i.e., hiring, firing, disciplining, training, payroll, accounts payable/receivable, networking with other insurance agents across the company and industry. Lines of insurance included Personal Auto, Home, Renters, Life, Health, Inland Marine, Commercial products, Classic/Antique/Collector Cars, 401K, MetLife Bank Products (CD's,Savings, Checking), Annuities, etc. Additionally, was responsible for site acquisition for my MetLife Auto & Home office, lease negotiation of office space, utilities, marketing of company products, advertising, signage, marketing brochures etc.

Corporate Real Estate Lease Portfolio Manager

Gateway Companies, Inc. - North Sioux City, SD

January 1992 to March 2005

Corporate real estate lease analysis, daily management and negotiations for Gateway owned, leased and sub-leased properties across the United States. (CO, VA, UT, MA, CA, FL, MO, SD, IA). Managed budget analysis, accounts payable/receivable, developed data research on comparable sales, business and site acquisitions, trends, and occupancy; administrative materials development; financial model creation and report development, etc. Worked in conjunction with on-site Facility Managers, Property Managers, Legal Teams, Utility Companies, local and regional Economic Development Boards, and our in-house Corporate Construction team on future site acquisitions, ongoing daily operations, as well as decommissioning the Gateway Country Stores (retail) as they began to close. Education

Bachelor's in Business Administration

Bellevue University - Bellevue, NE

July 2001 to January 2003


Insurance Contract Analysis (10+ years), Budgeting (10+ years), Claims Processing & Review (10+ years), Real Estate Lease Analysis (10+ years), Yardi (5 years), Argus (4 years), Microsoft Office (10+ years), Corporate, Retail, and Residential Property Management (4 years), Corporate Real Estate Lease Administration (8 years), Inside and Outside Sales (10+ years), Salesforce (3 years), Insurance Sales (10+ years), Property Management (8 years), Real Estate Leasing (8 years), Customer Service

(10+ years), Customer Care, Call Center, Customer Support (10+ years), Outlook, Data Entry, Sales, Business Development, Marketing, Appraisal, CCC, Auto Body Certifications and Licenses

Willing to obtain state-required job-specific applicable licenses. Driver's License

Additional Information


- All Microsoft Office Suite Products; Outlook, Word, Excel, PowerPoint, Access, Project, Publisher (10+ years),

- Argus - Commercial Real Estate

- Yardi - Residential Real Estate Property Mgmt/Lease Analysis Software (5 years),

- CCC One - Auto Insurance Claims Software (4+ years)

- Salesforce - Sales and Prospect Management Software (4+ years) etc.

- Portfolio Mgmt Software (10+ years)


* Real Estate Negotiations (10+ years),

* Real Estate Lease Portfolio Analysis (10+ years),

* Real Estate Legal Terminology

(15+ years),

* Written Communication (20+ years),

* Oral Communication & Presentation Skills (20+ years),

* Project Management (20+ years),

*Broad understanding of complex corporate and commercial insurance policies and various applicable real estate leases (10+ years),

* People Management (14 years),

* Rent & CAM Payment Processing and Reconciliation, (10+ years),

* Report Generation (10+ years),

* Annual and Quarterly Budget Planning, etc. (15+ years),

*General Office Multi-Tasking (30+ years)

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