Customer Service Representative

• Nov 2018 - Present

Sales Producer

• May 2014 - Aug 2016

• Built client and underwriter relationships. • Assisted with administrative duties; consisting of updating spreadsheets with payment info, tracking receipt of various documents, creating client and mortgagee invoices, as well as ensuring receipt of all signature required documents. • Provided excellent customer service; including but not limited to endorsements, billing options, coverage’s, renewals, re-writes, cancellations and claims. • Consulted on and wrote homeowner, flood, windstorm and auto policies. Show less

Administrative & Logistics Assistant

• May 2008 - May 2013

• Coordinated and performed a range of HR support activities; consisting of serving as the liaison for employees to resolve administrative and operational issues, conducting new hire orientations and administering pre-employment drug screenings. Assisted with time keeping by preparing and submitting payroll reports. • Provided administrative and logistic support activities; consisting of compiling information, preparing reports and correspondence, scheduling deliveries, receiving materials, developing and maintaining confidential files, databases, records and documents. • Created SOP’s and implemented cross-training for departmental staff. • Maintained monthly office expenditures and budgets by preparing and reconciled PO’s as well as anticipating challenges before they become obstacles. • Provided A/P support functions; consisting of the reviewing, coding and submitting invoices and expense reports to the corporate office for processing. • Ensured effective operation and maintenance of office and warehouse equipment by monitoring and ordering supplies and materials. • Acted as escort for Port visitors and maintained a Port of Galveston ID as well as a government issued TWIC Card. Show less

Office Administrator

• Aug 2007 - Feb 2008

• Performed administrative duties for the Operations Manager and President; consisting of serving as the employee liaison, directing work flow, supervising and training front office staff. Also establishing, maintaining and updating confidential files, databases, records and documents, scheduling and coordinating meetings and travel. • Prepared a variety of reports; including but not limited to project budgets, client deliverables and office expenditures. • Responsible for preparing and reconciling PO’s; ensuring contract guidelines were strictly adhered to, preparing client invoices and gathering back-up documentation. • Served as A/P Manager; consisting of reviewing, coding and processing A/P and expense reports, and cutting checks to submit to Operations Manager. • Acted as Personal Assistant to the President; responsible for reconciling his personal banking and credit card statements; paying his personal credit cards, mortgage’s and vehicle installments. Duties also included coordinating construction activities for residential renovations, compiling punch lists for follow-up, and collecting monthly rent payments. Show less

Office Administrator

• Oct 2006 - Apr 2007

I assisted in the preparation and assembly of corporate and individual tax returns and quarterly payroll taxes; reviewed, coded, entered and processed accounts payable; scheduled client appointments and training sessions; assisted in the preparation of and created monthly newsletters; created a Standard Operating Procedures manual for all front office procedures; and maintained highly confidential and sensitive client files. I assisted in the preparation and assembly of corporate and individual tax returns and quarterly payroll taxes; reviewed, coded, entered and processed accounts payable; scheduled client appointments and training sessions; assisted in the preparation of and created monthly newsletters; created a Standard Operating Procedures manual for all front office procedures; and maintained highly confidential and sensitive client files.

Accounts Payable Clerk

• Jun 2000 - Aug 2006

• Served as A/P Supervisor for the Comptroller and CFO; consisting of being the liaison for A/P staff, directing work flow, supervising and training of staff, resolving employee conflicts, creating SOP’s, implementation of cross-training, and ensuring contract guidelines were strictly adhered to. • Provided accounting support activities; duties included compiling and analyzing data for monthly close-outs, managing fixed assets, reconciling PO’s, maintaining and updating subcontractor and vendor contracts, reviewing invoices and back-up documentation, selecting items for payment, cutting checks and submitting for final approval. Show less