Experience

The Legacy Cabinet Company

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Accounting Manager

  • Mar 2023 - Present

  Niceville, Florida, United States

• Accounts Payable Supervisor

  • May 2021 - Mar 2023

  Niceville, Florida, United States

• Staff Accountant

  • Feb 2021 - May 2021

  Niceville, Florida, United States Focuses on reconciliation, journal entries, credit card review, special accounting projects, and overall assisting to the accounting manager and department.

• Accounts Payable Associate

  • Dec 2020 - Feb 2021

  Niceville, Florida, United States



Term Brokers Insurance

• United States
• Insurance Agencies and Brokerages
• 1 - 100 Employee

• General Lines Insurance Sales Agent

  • Jan 2018 - Dec 2020

  Fort Walton Beach, Florida, United States Quoting and binding homeowner’s and commercial policies • Process and distribute insurance quotes • Bind policies for new home closings • Endorse and modify current policies to fit respective customer’s needs • Retaining current customers by finding the best policy • Average $70,000 in new business sales • Ensured high levels of customer service and enforced company policies • Train new employees



Term Brokers Insurance, LLC

• Monthly Finance Reporter

  • Aug 2012 - Dec 2020

  Ensure monthly commissions received balance. Managed takeover of another company.



Term Brokers Insurance Services

• United States
• Insurance Agencies and Brokerages
• 1 - 100 Employee

• Controller

  • Dec 2013 - Jun 2015

  Scope of responsibility was diverse and included customer service; processing daily payments; ensuring records are up to date; running daily database reports; weekly, monthly, and annual policy reports; delegating underwriting requirements; and distributing renewal applications. Overlooked a company takeover. Managed the 400 new clients and maintained high retention over 3 years. Calculated buyout terms and payments to former owner. • Created mailing and emailing template process for… Show more Scope of responsibility was diverse and included customer service; processing daily payments; ensuring records are up to date; running daily database reports; weekly, monthly, and annual policy reports; delegating underwriting requirements; and distributing renewal applications. Overlooked a company takeover. Managed the 400 new clients and maintained high retention over 3 years. Calculated buyout terms and payments to former owner. • Created mailing and emailing template process for customer communication • Incorporated multiple systems for payment processing • Simplified check deposit by implementing Bank of America Remote Deposit • Balanced business checking account • Integrated shared Excel files and reports company-wide Show less