Office Manager Program

STEPHANIE LAMKINS

Haysville, KS ***** 316-***-**** **********@***.***

Summary of Qualifications

10+ yrs.’ experience in commercial property casualty insurance

Experience in providing support to Sales and Account Management

Able to coordinate and communicate efficiently in a professional manner to strengthen relationships within a team environment to development workflow and build lasting client relationships Work Experience

Office Manager October 2019 - Current Kim and Brian Bischler Team Heritage 1st Realty Wichita, KS

Oversee daily operations by managing day to day office tasks, ensuring smooth operations, and addressing issues with efficiently.

Administrative support by providing assistance to real-estate agent and staff, including scheduling and event coordination.

Process improvement by identifying inefficiencies and implementing solutions to streamline office workflow.

Communication internal and external with clients and staff through phone calls, text messages, emails, and correspondence.

Record Keeping of important and confidential documents

Office management to include coordination of office supplies and scheduling weekly team meetings via Zoom.

Financial management of incoming and outgoing invoices for vendor services. Retail Program Coordinator April 2002 – January 2019 IMA, Inc. Wichita, KS

Initiate, plan, supervise, and close the company’s commercial insurance program renewals for large commercial clients alongside the program manager to achieve 100% retention and meet specific success criteria

Develop Rating Module software best practices that save time and money by streamlining report generation, automating data entry and annual information tracking, and training other team members to work more strategically and efficiently within the rating module system

Lead the renewal process on designated existing accounts: preparing renewal submissions; obtaining renewal quotes via in house rating or negotiations with the company underwriter; preparing client coverage final proposals; and maintaining client communication throughout the deliberation process

Assist with new business by developing risk and exposure analysis prior to quoting. Once information is complete, responsible for obtaining quotes, preparing proposals and following up until coverage is accepted or declined

Maintain high levels of customer service by resolving coverage and premium discrepancy issues and meeting client account servicing needs during the policy year, including: invoicing, binders, certificates, auto ID cards, state filings, and endorsements.

Member of the Professional Development Committee: plan, coordinate, and present development series to provide further professional development to peers

Provide on-the-job training and development for new team member Customer Service Clerk January 1998 – April 2002 Dillons Food Stores Wichita, KS

Managed the store during evening hours after management left for the day

Supervised up to 10 employees and provided on-the-job training for new associates

Compiled and maintained credit card, coupon, and daily sales reports and records for management

Reporting, money handling, and management: reconciled balance sheet discrepancies; satisfied accounts payable; calculated daily transactions/revenue; prepared deposits; inventoried cash, drafts and travelers checks and ordered cash supply to meet daily requirements; balanced currency, coin, and checks in cash drawers at end-of-shift; examined checks for accuracy, completeness and legitimacy.

Attended to customer need by answering inquiries, resolving complaints, and disseminating information on company policies and procedures

Education

Associate in General Studies, Leadership, Cowley College Arkansas City, KS – 35 Credits Completed Coaching for Top Performance, Center for Management Development, Wichita State University, Wichita, KS Certifications

Chartered Property Casualty Underwriter - 4 Exams Completed Associate in Commercial Underwriting Designation

Associate in Insurance Services Designation

Licensed Kansas Insurance Agent

Kansas WorkReady Certificate – Platinum

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