HEATHER ROMANI
Clover
Summary
Dynamic, results-driven licensed insurance agent and finance professional with a strong background in managing financial operations and driving organizational success. Expertise in budgeting, regulatory compliance, and financial reporting, complemented by a proven ability to implement cost-saving initiatives and streamline processes. Recognized for a collaborative approach and adaptability in fast-paced environments, leveraging analytical skills and leadership to achieve strategic objectives. Detail-oriented with advanced capabilities in coordinating fiscal plans, managing accounts payable and receivable, and overseeing inventory management, ensuring effective communication and problem-solving throughout all financial activities.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Office Manager
CARSTAR Wilson Collision Center
06.2023 - Current
- Streamlined office operations to enhance efficiency and productivity across departments.
- Coordinated schedules, meetings, and communications for senior management and staff.
- Responsible for court filings and submissions through NC DMV in obtaining abandoned vehicles.
- Implemented process improvements that reduced administrative delays and enhanced workflow efficiency.
- A/R and A/P of all vendor accounts contracted under net 15 or net 30 payment requirements.
- Daily balance of corporate bank accounts reporting to owners and upper management, take daily cash receipts to bank branch for deposit.
- Daily reporting and resolution of outstanding balances on completed jobs that remain open. Contact responsible party and implement resolution or collections.
- Oversaw vendor relationships, negotiating contracts to secure favorable terms and services.
- Developed and maintained filing systems to support quick access to critical information.
- Responsible for all OSHA compliance. Monthly training material and tracking. fit testing, area inspections to include all safety stations.
- Responsible for weekly payroll to included both Federal and State tax filings.
- Responsible for quarterly waste tax reporting.
ACCOUNTANT
Installations By Les, General Contractor Management
07.2018 - Current
- Maintain and manage insurance protection, invoicing on work performed and receipts business expenses.
- Analyze financial statements to ensure compliance with regulatory standards.
- Reviewed and reconciled accounts to identify discrepancies and streamline processes.
- Reduced financial discrepancies by conducting thorough audits and reconciliations.
- Enhanced financial decision-making by providing insightful analysis on company performance metrics.
- Managed accounts payable and receivable, ensuring prompt payments and accurate recording of transactions.
Insurance Agent
Erie Insurance/Johnson Insurance Group
12.2020 - 05.2023
- Conducted thorough risk assessments to identify coverage gaps and recommend appropriate policies.
- Developed tailored insurance solutions for clients, enhancing customer satisfaction and retention.
- Mentored junior agents on sales techniques and compliance standards, fostering a collaborative team environment.
- Streamlined claims processing workflows, improving turnaround time and client communication effectiveness.
- Managed complex client accounts, ensuring accuracy in policy documentation and premium calculations.
- Maintained high standards of customer service by building relationships with clients.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Insurance Agent
Jay Killen, State Farm
01.2020 - 12.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Sales/Account Manager
Allen Tate Insurance, North Carolina
06.2016 - 07.2018
- Analyzed market trends to adjust product offerings, ensuring competitive positioning within the industry.
- Built strategic partnerships with local businesses to expand referral networks and drive new client acquisition.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.
Insurance Agent
Peoples Trust Headquarters, Florida
07.2010 - 05.2016
- Managed over 50 calls per day.
- Maintained #2 Sales Position for duration of employment.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Education
No Degree - Business
Palm Beach State College
Boca Raton, FL01-2000
Skills
- OFFICE MANAGEMENT
- OFFICE ADMINISTRATION
- CLEAR ORAL/WRITTEN COMMUNICATION
- DOCUMENT MANAGEMENT
- ULTIMATE MULTI-TASKER
- RESULTS DRIVEN
- CREATIVE THINKER
- PROBLEM SOLVER
- SELF STARTER
- CUSTOMER SERVICE
Certification
- RESIDENT LIC SC 819847
- NON-RESIDENT NC 0015661655
- NATIONAL PRODUCER # 15661655
Timeline
Office Manager
CARSTAR Wilson Collision Center
06.2023 - Current
Insurance Agent
Erie Insurance/Johnson Insurance Group
12.2020 - 05.2023
Insurance Agent
Jay Killen, State Farm
01.2020 - 12.2020
ACCOUNTANT
Installations By Les, General Contractor Management
07.2018 - Current
Sales/Account Manager
Allen Tate Insurance, North Carolina
06.2016 - 07.2018
Insurance Agent
Peoples Trust Headquarters, Florida
07.2010 - 05.2016
No Degree - Business
Palm Beach State College
COMMUNICATION
Self-starter who can work independently but also have the ability to generate procedures with the work force to assist others for a better, more productive work flow.
LEADERSHIP
Value relationships and will work actively to build one-on-one relationships within department and those throughout the company. Strong conflict management skills. Expert at negotiating mutual beneficial solutions within department conflicts. Empathetic and Emotionally Intelligent.
TRAINING/EXPERIENCE
- 14 YEARS P&C INSURANCE
- 9 YEARS MORTGAGE UNDERWRITING/LOAN PROCESSING AND INSURANCE VERIFICATION