Associate of Applied Business
Peggy Isley
Little River
Summary
Results-driven Office Manager with 28 years of experience in client relationship management and customer service. Expertise in office administration and retail sales, with a focus on real estate transition. Leveraged organizational and negotiation skills to enhance buyer and seller experiences and support successful transactions.
Overview
1
1
37
37
years of professional experience
1
1
SC-NC Licensed Insurance Broker in Life and Health
Work History
Insurance Broker
North American Senior Benefits
Lawrenceville
01.2026 - Current
- Developed personalized insurance plans for clients based on individual needs.
- Educated clients on policy options and benefits of coverage available.
- Communicated with insurance providers to negotiate favorable terms for clients.
- Conducted annual reviews to ensure policies remained aligned with client goals.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Researched coverage and premium options and supplied clients with the best coverage available for individual needs.
- Collaborated with team members to enhance customer service strategies and practices.
- Built relationships with external parties, such as carriers, vendors, and regulators.
Office Manger/Bookkeeping
Carolina Diesel Doctors Inc.
Durham
03.2021 - Current
- Managed daily office operations, ensured availability of supplies and organized files, and executed core bookkeeping tasks including invoice processing, account reconciliation, and payroll management.
- Managed office operations and coordinated administrative support for Carolina Diesel Doctors Inc.
- Implemented office procedures to enhance workflow efficiency and organization.
- Oversaw scheduling and maintained calendars for executive team members.
Office-General Manager/Customer Service
Stoneman Truck Repair Inc.
Greensboro
05.1989 - 02.2018
- Managed daily office operations, maintained availability of supplies, organized files and equipment, and executed core bookkeeping tasks, including processing invoices, reconciling accounts, and handling payroll.
- Managed staff scheduling and resource allocation for optimal workflow.
- Developed training programs for technicians to enhance skills and knowledge.
- Oversaw daily operations of truck repair services and maintenance.
Education
Online Course - SC Life and Health Insurance Exam Training
New Leaf Exams
Cabazon, CA09-2025
Associate of Applied Business - Business Administration
Guilford Technical Community College
Jamestown, NCSkills
- Value-based selling
- Needs-based sales
- Solution selling
- Sales negotiation skills
- Client development
- Customer service
- Office administration
- Administrative Experience
- Organizational skills
- Attention to detail
- Consultative sales
- Communication skills
Certification
- South Carolina Accident/Health Insurance License
- South Carolina Life Insurance Producer License
Timeline
Insurance Broker
North American Senior Benefits
01.2026 - Current
Office Manger/Bookkeeping
Carolina Diesel Doctors Inc.
03.2021 - Current
Office-General Manager/Customer Service
Stoneman Truck Repair Inc.
05.1989 - 02.2018
Online Course - SC Life and Health Insurance Exam Training
New Leaf Exams
Associate of Applied Business - Business Administration
Guilford Technical Community College