21 years of Sales experience, management and financial serrvices

Tracy Musch

*** * *** **** *********, SD ***** / 507-***-****

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

Education

• Southeast Technical College, Sioux Falls, SD

• Associates of Financial Services

• Graduation May 2000

Licenses

• Health and Life License May 2000

• Property and Casualty License 2021

Work Experience

Greenfield Global Winnebago: Finance Manager

June 2022 – October 2023

• Manage day to day finance operations, cash flow predictions

• Manage Accounts Receivable & Accounts Payable departments

• Updated all departments to 100% paperless in three months

• Prepare and Finalize monthly budgets and submit to corporate finance

• Prepare and submit quarterly and year end budgets and present to corporate finance

• Help train new employees

• Submit weekly Rin’s to EPA, submit tax forms to each state

• Travel to various plants in Canada

Kozlowski Insurance Agency: Insurance Sales Agent

March 2001 – June 2022

• Over 20 years of outside sales experience in the insurance industry with a history of being awarded for goal attainment and achievement in claim settlements.

• Health and Life Insurance License

• Property and Casualty Insurance License

• Expertise in claims, auto, home, business, and life insurance

• Create new sales strategies and execute those in conjunction with management’s sales plans

• Meet with potential customers, help them choose the best possible plan based on needs and budget. Suggest solutions on how to minimize risk, review applications, and processes applications.

• Recognized for building strong relationships, maintaining customer loyalty and trust

• Customer Service duties include helping customers turn in claims, processing payments, manage changes to accounts, review coverages, and rewrite existing polices.

• Direct contact with Claims Adjustors on a daily basis’s to help resolve claim issues with existing customers and adjustors

• Finalize monthly claim reports

• Develop strong relationships with Claims adjustors, Marketing Reps and Underwriters

• Assist in the training of new and current employees Organizations/Clubs:

Pipestone Jaycess: Treasurer

>2015-2021

Contact this candidate