Administrative Assistant Customer Service
Resume:
Stephanie A. Rollin
**** ********** ****** *., *****, AL 36535
*******@*****.***
SUMMARY
Dedicated and highly motivated Insurance Agent, Bookkeeper, Administrative Assistant and Claim’s Reviewer with 20 years of experience, seeking a position with an organization that offers opportunities for development and growth. Strong leadership skills with the ability to work well with diverse groups of people in a team atmosphere. Excellent time management and organizational skills with the ability to handle multiple tasks while adhering to strict deadlines. Known for going above and beyond to get the job done. SKILLS
• Extensive Knowledge of AMS360-Insurance Specific Management Systems for Accounting and Policy Downloads
• Excellent Customer Service Skills
• Excellent Computer and Internet Skills
• Extensive Knowledge of Microsoft Suite including Outlook, Word, PowerPoint, Publisher, Excel
• Extensive Knowledge of Quick Books
• Extensive Knowledge of Web-Ex Application
• Extensive Knowledge of Barracuda Messenger Archive
• Extensive Knowledge of Delta Computer Systems & Baldwin County ISV3 EXPERIENCE
First Baldwin Insurance Agency May 2021-Present-Licensed Account Manager Gulf Shores Insurance Agency-Producer/Agent and Accounts Payable and Receivable July 1999-June 2004 and May 2018- May 2021
• Personal Lines Agent to new and existing policy holders for the agency
• Commercial Lines Agent to new and existing policy holders for the agency
• Oversee Accounts Payable and Receivable Functions
• Oversee Coordination of approvals for Vendor Payments.
• Process Vendor Invoices and Follow-up on Issues, Payments and Discrepancies
• Maintain and Pay all Accounts Current, including Vendor Monthly Accounts
• Process and Track incoming Customer Payments.
• Accurately Reconcile and Post all Direct Bill Accounts for Commissions
• Reconcile all Bank Accounts monthly.
• Run Monthly Reports on: Trial Balance, Income/Expense, GL for Commission Payable/Receivable
• Balance all Entries for Account Currents and Direct Bill Accounts
• Maintain Historical Records by Filing Documents and Posting all Incoming/Outgoing Statements to AMS360
• Handle Clients’/Prospective Clients’ Questions regarding Policy Benefits and Risk Coverage
• Customize existing Insurance Programs to suit individual Clients after analyzing their Specific Requirements.
• Generate New Sales and Leads by following-up with Existing and Prospective Clients
• Explain Features, Advantages and Disadvantages of Various Policies to Promote Application for Insurance Programs
• Develop and Draft Coordinated Protection Plans by Calculating and Quoting Rates for Immediate Coverage
• Processed and distributed all Payroll Checks, Remittances and W-2's to Employees. Brown Greer, PLC- Gulf Shores, AL
Senior Claims’ Reviewer. Administrative Assistant
May 2012- May 2017
• Leader of Research and Development Team
• Named Firstliner by Supervisors within first six months and Maintained this for Five Years.
• Advise unrepresented Claimants of Claim Options available to file their Monetary Claims in a Timely Manner
• Reviewed Claims to determine compensation for Claimants for Subsistence Category of their Settlement.
• Liaison between Claimant and Counsel in Order to Complete Claim
• Handled Personal and Financial Data to confirm eligibility for Compensation.
• Filed Claims for Physical Property Loss and Estimated Loss of Sales Due to the Oil Spill
• Assist Clients in filling out Registration Forms.
• Ran background checks on all clients and verified information with Lexis Nexus. Mobile Press Register
August 2004- February 2012
• Deliver newspapers to both residential, retail dealers and monthly subscribers.
• Collected payments for Monthly and/or Yearly Subscriptions.
• Tracked Deliveries of New Dealers and Monthly Subscribers EDUCATION
2017-2018: Ashford University, San Diego, California- Bachelors Human Resources Management 1993-1995: Troy State University, Montgomery, Alabama- Associates- General Education 1988-1992: Foley High School, Foley, Alabama
HOBBIES/INTEREST
Serve at Summit Church, Foley, AL
Serve with my small group at Coastal Rehab to help ladies in need. Cook/bake for friends and family.
Watch my three sons play community and school sports. REFERENCES
• Todd Koniar, Manager, Vulcan Signs *******@*********.*** 251-***-****
• Jackie Strickland, Administrator, McCollough Architecture 251-***-**** *****@*******.***
• David Wilson, Foley Police Chief *******@***********.*** 251-***-****
• Suzanne Moeller, Instructor, Coastal Community College *******@*****.*** 251-***-****
• Tom Norwood, Tom Norwood Realty 251-***-****
• Tina Webb, Brown Greer 251-***-****
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