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Insurance Agent Customer Service

Mableton, GA
March 20, 2019

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**** ********** ****

Austell, GA. 30168



Interested in a position that will enable me to utilize my work experience, strong academic background, excellent written and analytical skills, computer skills, good work ethics, and management/organizational skills help the Company Maximize its growth.


Mainstreet Insurance Concepts Agency & Tax Express, Inc. Insurance Agent & Tax Preparer/Specialist, 2012 to Present Norcross GA

Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical, dental, and workers compensation.

Calculate premium and establish payment method. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured.

Call on the policy holders to deliver and explain policy. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Tax Preparation for Individual clients and small businesses

Customer service to our clients and help in office administrative services

Accupack, Inc. Accounts Payable Specialist, 2007 to 2012 Atlanta GA

Processing of accounts payable; and handling of accounts and Bank reconciliation. Supports cultivating of new customer relationship initiative.

Maintained and built strong relationships while assisting and advising team mates in performance decisions and choices. Supported and managed accounts payable and reconciliation department of the Company and managed client books and accounts. Occasionally helps in making customer contacts.

Monitored on time processing of customer invoices to effectively remit payment to customers within the appropriate time. Prepared monthly report/template of all customer accounts to reflect month end balances. Prepared quarterly reports on timely accounts payable processing performance to maximize operations.

Occasionally helps in preparing other reports, statements, and sales taxes.

General Business Group Inc. Accounting Clerk, 2002 to 2007 Atlanta GA

Performed the reconciliation of the company’s customer accounts. Conducted research to identify unapplied cash on various customer accounts.

Processed invoices for payment of items purchased from vendors.

Confirmed inter-company balances for all the group divisions. Researched and resolved any out of balances. Handle month-end closing for all accounts.

Corporate Express, Inc. Reconciliation Specialist 1999 to 2002 Atlanta GA

Reconciliation of Atlanta division multimillion Customer accounts. Prepared the month end closings for all customer accounts to know monthly balances.

Assisted all cash application team in researching customer accounts to identify unapplied cash.

Handled all invoices for the Atlanta division accounts payables and reconciliation.

EDUCATION: Bachelor of Science in Accounting. Alabama A&M University, Normal,


Masters in Business Administration, Finance. Alabama A&M University

Normal, Alabama.


PROPERTY, Insurance Agent License.

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