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Insurance Agent Accounts Payable

Location:
New Haven, CT
Posted:
October 05, 2023

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Resume:

STEPHANI D. MARTINEZ

** ******** *****, **** *****, CT 06516

203-***-****, adz6st@r.postjobfree.com

OBJECTIVE

To obtain a professional position that will allow me to utilize my experience, communication, and organization skills by providing assistance to a a company/organization while working from home.

EDUCATION

Wood Tobe-Coburn School, New York, N.Y.

Associate’s Degree: Occupational Studies

Business Administration, June 1986

EXPERIENCE

Combined Insurance, East Hartford, CT November 2018 – Present

Insurance Agent

Duties:

Write new individuals and families with different types of protection.

Re-write lapsed policyholders

Service existing policyholders.

Exec Comm LLC, New York, N.Y.

Administrative Partner January 1992 – December 2014

Duties:

Managed an office of 40 number of employees, both full time and part-time.

Managed graphics and shipping department.

Interviewed administrative staff for the firm.

Managed all events for the firm.

Delegated office responsibilities.

Administrated medical, disability, and worker’s compensation, and supplemental benefits.

Arranged schedules for all sales representatives, part-time faculty and camera operators.

Monitored and recorded all incoming sales for the firm.

Conducted monthly administrative meetings.

Obtained all new equipment in office.

Responsible for accounts payable and account receivables for the firm.

Worked as a liaison between the CPA for all accounting duties.

Responsible for submitting partnership and partner quarterly tax payments

Worked as a liaison with all banking relationships.

Support Associate January 1985 – December 1991

Duties:

Worked with sales associates to assist and handle logistics for their clients.

Worked with clients to handle logistics of upcoming seminars.

Supported administrative, clerical duties for office.

Typed, produced and shipped manuals for seminar materials.

Booked conference room space for seminars.

Generated participant lists, name tags, and prepared administrative schedules for seminars.

Booked hotel and air reservations for instructors conducting seminars in national locations.

Prepared invoices for all seminars conducted.

Prepared visuals for seminars.

Handled inventory and ordered office supplies as well as supplies for seminars.

ACTIVITIES

First Bible Church of the Lord’s Mission: Co-Chairman of the Trustee Board, Member of the Deacon Board, and President of Praise & Worship Team

Assistant Coach of West Haven West Steppers

Charitable CARES Committee at Exec Comm

SKILLS

Microsoft office, exceptional communication skills and organizational skills, team player and quick learner.



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