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Manager Insurance

Location:
Mount Orab, Ohio, 45154
Posted:
July 31, 2016

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Resume:

Lisa K. Creighton

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

Mount Orab, Ohio 45154

Cell 513-***-****

OBJECTIVE

My goal is to find permanent employment utilizing my accounting education and years of experience for a lasting career with benefits.

EMPLOYMENT HISTORY

01/2016 - 06/2016

Afinia Dental

792 Eastgate South, Suite 250

Cincinnati, Ohio 45245

Title: Hygiene Coordinator

Started as appointment coordinator at Eastgate office front desk

Scheduled patient appointments

Answered phones

Checked in patients and collected monies

Checked out patients and scheduled pending treatments

Promoted to hygiene coordinator

Coordinated training with outside company and hygienist

Collected data and produced reports monthly on hygiene progress

Kept relationships with all sub-hygienists

Confirmed all hygiene appointments for 3 offices.

10/2015 - 01/2016

Family Dental Care Associates

8805 Governor's Circle

Cincinnati, Ohio 45249

Title: Accounts Receivable

Process Pre-Authorizations to Insurance

Acted as backup for front desk

Audited daily transactions from dental offices

Scheduled patient appointments

Answered billing questions from patients and insurance companies

06/2015 - 10/2015

Rogers Family Dentistry

8284 Beechmont Ave.

Cincinnati, Ohio 45255

Title: Hygiene Coordinator

Worked as a dental assistant in a busy dental office. Man the front desk scheduling appointments for multiple Hygenists, validating insurance, answering or directing questions to appropriate people, answering multi-line phone system, filing, various other receptionist duties. Licensed Dental Radiographer and First Aid/CPR certified. All immunizations are current.

10/2013 - 03/2015

Healthsource of Ohio, Seaman Dental Office

5400 Dupont Circle, Suite A

Milford, Ohio 45150

Title: Dental Assistant/Dental Receptionist

Worked as a dental assistant in a busy dental office. Man the front desk scheduling appointments for multiple Dentists, Hygenists, and EFDA, validating insurance, collecting fees, answering or directing questions to appropriate people, answering multi-line phone system, filing, various other receptionist duties. Worked in clinical area when needed during absenteeism or vacations or whenever short handed. Licensed Dental Radiographer and First Aid/CPR certified. All immunizations are current.

11/2009 - 09/2013

1st Stop Inc.

18856 St Rt 136

Winchester, Ohio 45697

Title: Store Manager Trainer

Started as Manager of a truck stop convenient store in Fayetteville, Ohio. Overseeing all daily operations of the convenient store including banking responsibilities and reporting to main office. Managed eight employees in a 24 hour convenient store. Made schedules, ordered products and supplies, trained cashiers and asst. managers, performed banking procedures and daily re-conciliations of all tills and monies for deposit. Checked in all vendors and oversaw their orders along with processing all invoices for payment. Many other duties too numerous to list. I now train new managers to manage their own stores and help to train their staffs. I have been District Manager previously and have also held the position of Marketing Coordinator for the company. I am currently back to training new managers as there seems to be a shortage of trained managers at this time. I also turn around troubled stores, so I move from store to store as needed.

9/2008 - 9/2009

Utter Construction, Inc.

779 Prather Road

Felicity, Ohio 45120

Title: Payroll Manager

Perform weekly payroll processing for 130 - 180 employees in three different states including all garnishment and support deductions. Enter all new hire payroll records, including reports to new hire, data-match and e-verify. Enroll employees in benefits programs offered and maintain their accounts. File monthly union reports for 7 different unions in 3 different states. Work closely with the safety coordinator for new hire orientations and safety incentive programs. Order office supplies. Create time and material billing for 2 major power companies with various locations in three states. All filing for myself including A/R, personnel and payroll related documents. I organized and separated payroll files from safety files when hired and implemented the practice of obtaining all required documentation from all employees. Performed job cost accounting for 2 large projects. Performed accounts payable data entry until I was able to teach another employee to perform the task. Accounting programs used were QuickBooks Pro 2006 and 2007. Excel and Word were used on daily basis. I acted as the in house IT person for simple computer problems.

9/2006 - 9/2008

Sharma & Co., CPA

206 South High Street

Mt. Orab, Ohio 45154

Title: Accounting Clerk

Duties: Performed monthly general ledger bookkeeping operations for clients. Prepared client accounts and quarterly financial statements for CPA to prepare taxes. Used the One Write and QuickBooks accounting programs. Sent marketing material to prospective clients in the area. Scheduled appointments for CPA, answered phones, general filing, general office functions.

8/2005 - 5/2009

Self Employed

3449 Pleasant Hill Road

Mount Orab, Ohio 45154

Title: Insurance Agent

Duties: Sold and serviced Personal Lines Property and Casualty, Commercial Property and Casualty, Farm/Ranch, Life, Health and Loan products for new and existing clients. I service policy and billing accounts for existing clients. Kept all aspects of record keeping and any other business operations necessary to business.

10/2004 - 8/2005

American Family Insurance

Joshua G. Edmisten Agency

210 South High Street

Mount Orab, Ohio 45154

Title: Licensed CSR/Producer

Duties:. Sold and serviced Personal Lines Property and Casualty, Commercial Property and Casualty, Farm/Ranch, Life, Health and Loan products for new and existing clients. Serviced policy and billing accounts for existing clients.

7/2003 - 7/2004

Western Southern Financial Group

152 East 2nd Street

Maysville, Ky 41056

Title: Sales Representative

Duties: Sold Life, Health and Accident Insurance to existing and new clients. Serviced existing client accounts for changes, billing, reviews, etc. Made convention 2004 to Colorado Springs, Co.

7/2002 - 7/2003

3M Precision Optics

4500 McMann Road

Cincinnati, Ohio 45244

Title: Coater Operator

Duties: Worked on the production floor in the Focus Consumer Factory as a lean manufacturing team member. I performed several different jobs as we were a multi skilled facility, but my main function was to operate coating machines to coat optical lens for clarity and transmission of light.

8/2000 - 6/2002

Ralph Boggs & Sons Painting Contractors, Inc.

168 Howard Road; London, Ky. 40744

Title: Office Manger

Duties: I kept all aspects of the financial books including General Ledger, Accounts Receivable, Accounts Payable, Job Costing, Payroll and all related taxes. I also scheduled meetings and travel arrangements plus numerous incidental tasks too numerous to mention. I reported directly to the president of the company and worked very closely with the other officers. The main computer programs I used were Word Perfect, Quatro Pro, Presentations and Excel although there are others I use on an infrequent basis.

9/1998 - 7/1999

Cooper Building, Inc.

1194 East Hwy. 552; Keavy, Ky. 40737

Title: Personnel Manager

Duties: Included all of the tasks listed with Boggs Painting with the additional tasks of hiring and any personnel issues. I also oversaw quality control and the safety program. I also reported directly to and worked closely with the president of the company. In addition to the immediate tasks of Cooper Building, I also managed 4 rental properties for Mr. Cooper through H.U.D. The main computer programs I used were Microsoft Office and Quickbooks Pro.

5/1998 - 9/1998

Self Employed Subcontractor

Title: Bookkeeper

Duties: Subcontracted work from Doug Donohoo, CPA as needed. I worked out of my home writing business plans and reconciling financial statements specifically for companies in the construction industry.

6/1988 - 5/1998

White Oak Valley Construction Company

3893 White Oak Valley Road; Georgetown, Ohio 45121

Title: Office Manager

Duties: I kept all aspects of the financial books including General Ledger, Accounts Receivable, Accounts Payable, Job Costing, Payroll and all related taxes. I also scheduled meetings and travel arrangements plus numerous incidental tasks too numerous to mention. I report directly to the president of the company and work very closely with the other officers. The main computer programs I used were Computerease accounting software and Microsoft Word.

4/1986 - 3/1988

Phil Wilson Dodge

Georgetown, Ohio 45121

Title: Office Manager

Duties: I kept all aspects of the financial books including General Ledger, Accounts Receivable, Accounts Payable, Job Costing, Payroll and monthly financial statements reporting directly to Chrysler Corporation. I was named on Chrysler’s monthly honor roll every month for the duration of my employment. I used Chrysler’s computerized accounting software as well as Microsoft Word. I worked closely with various banks and Chrysler getting loans approved.

6/1982 - 4/1986

Georgetown Market Place

Georgetown, Ohio

Title: Store Manager

Duties: I started as a grocery cashier advancing to become the manager of the Ohio State Liquor Agency. As the liquor store manager I reported to the State Liquor Board as well as the store owner. I performed weekly and monthly inventories, made bank deposits and kept sales records according to the State of Ohio’s directions as well as overseeing the retail and wholesale sales.

9/1976 - 6/1982

Morgan’s Grocery

Georgetown, Ohio.

Title: Cashier

Duties: Kept financial books and related sales taxes. I made bank deposits and acted as accounts payable clerk, ordered inventory and ran cash register. This was a family business I learned from the inside out.

EDUCATION

Dental Assisting Training Academy; Fairfield, Ohio

Certificate: Dental Assisting, Dental Radiology License in Ohio, First Aid/CPR Certified

Southern State Community College; Sardinia, Ohio

Major: Accounting Technology

Cincinnati Insurance Institute; Cincinnati, Ohio

Achieved hours to pass Life, Health and Disability license test in Ohio.

Again later to pass the Property and Casualty license in Ohio.

American Family Insurance School for Agent Assistants; Cincinnati, Ohio

2 week course on data entry and sales of different types of insurance and insurance laws.

Farmers Insurance New Agent School; Los Angeles, Ca.

1 week course on insurance marketing.

Various seminars and continuing education insurance courses

References Available Upon Request



Contact this candidate