SHEILA TERRY
Winona
Summary
Office Manager with 20 years of experience in administrative and executive support. Expertise in streamlining operations and enhancing workflows to support management initiatives. Proven track record in training and recruiting personnel, alongside proficiency in Microsoft Office Suite. Recognized for problem-solving abilities and effective communication skills, contributing to improved office efficiency and staff development.
Overview
29
29
years of professional experience
Work History
Office Manager/Contracting and New Business Specialist
Family Insurance Services LLC
Oklahoma City
08.2003 - Current
- Oversaw administration operations of Life and Health Insurance Agency, implementing office procedures for consistent workflow.
- Processed new business applications and followed up on business issues efficiently.
- Resolved problems utilizing strong organizational skills to enhance operational effectiveness.
- Contracted and trained new agents on business procedures, including supply orders and mailing kits.
- Managed emails, phone calls, and provided customer service support to ensure client satisfaction.
- Delivered IT and technical support for office staff and sales agents to optimize performance.
- Tracked commissions, reported revenue, and managed accounts payable and receivable as tax and payroll specialist.
- Scheduled appointments and conducted annual client reviews using a specialized database.
Greeting Card Merchandiser
American Greetings
Edmond
09.2002 - 05.2003
- Part time Job: Worked at local WalMart stores by stocking Hallmark and American Greeting cards and removing old Stock.
- Arranging and Organizing Merchandise
Collections Specialist/ Satellite Administrator
Wave3Communications
Tulsa
08.1999 - 08.2001
- Company Overview: Network Marketing Company
- Serviced customer accounts for memberships and renewals of products and services by collection of new billing info and updating Database. Reporting and Tracking stream.
- Promoted to Satellite Administrator: Oversaw operation of Tracking customer orders of Satellite equipment after new sign up of Dish Network service. Ordering and Shipping of equipment.
- Tracking and Reporting Revenue Stream.
Collections Specialist
Commercial Financial Services (CFS)
Tulsa
04.1997 - 07.1999
- Received extensive Training in Collections and business practices and procedures.
- Collected on Charged-Off and Maintained Weekly and Monthly Goals by setting up back payments or Collecting a Settlement of the account.
- Worked off a Dialer System and had quotas to fulfill.
- Inputting Data and Tracking Reports.
- Received Bonuses and Recognition.
- Went thru 2 layoffs and was Hired back before the Operation Closed Down.
Customer Services Rep
American Home Patient (DME Company)
Tulsa
05.1996 - 04.1997
- Intake of Home Medical Equipment orders and processing of applications from Medical Staff and patients.
- Data Entry, Answering Customer Service calls and working with Technicians and Therapists.
- Highly busy office Great organizational skills required.
- Oversaw receiving and mailing out APS scripts for Insurance billing.
Education
Associate of Arts - General
Tulsa Community College Metro Campus
Tulsa, OKSkills
- Office management and administration
- Effective communication
- Problem solving and analysis
- Workflow optimization
- Training and development
- Recruitment and staffing
- Contract management
- Accounts payable and receivable
- Payroll processing
- Tax reporting
- IT support services
- Customer service excellence
- Business compliance guidelines
- Licensed insurance agent
Accomplishments
- Online Insurance and Management Training
- OK Life Insurance Agent
- Volunteer for Branch 15 and Redemption House
Timeline
Office Manager/Contracting and New Business Specialist
Family Insurance Services LLC
08.2003 - Current
Greeting Card Merchandiser
American Greetings
09.2002 - 05.2003
Collections Specialist/ Satellite Administrator
Wave3Communications
08.1999 - 08.2001
Collections Specialist
Commercial Financial Services (CFS)
04.1997 - 07.1999
Customer Services Rep
American Home Patient (DME Company)
05.1996 - 04.1997
Associate of Arts - General
Tulsa Community College Metro Campus
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