Marcella

Generated client estimates. Managed account receivables. Managed account payables. Managed billing including progress billing by itemizing tasks completed, hours worked and project fees, and established payment terms.

Received Farmers Insurance of Oklahoma Blue Vase Award for top sales in Oklahoma.. Exceeded corporate monthly policy sales quotas by over 15% through consultative selling and targeted marketing strategies.. Cultivated strong referral networks and trusted relationships within the community to generate leads and close sales.. Analyzed individual client circumstances to customize, quote, and propose optimal auto, home, commercial and life insurance coverage packages.. Leveraged direct referrals, lead databases, cold calling, and email campaigns to consistently expand the agency’s client base.

Managed comprehensive bookkeeping,payroll, tax and financial management services for a diverse portfolio of small business clients.. Compiled, reviewed, and generated detailed monthly, quarterly, and annual financial reports for clients and business owner.. Set up new accounts, ledgers, and reporting systems.. Worked with internal staff on accounting and bookkeeping systems.. Evaluated operation efficiencies and provided actionable recommendations to improve business workflow.. Handled high-volume electronic tax return processing.