Syrena Ziegler
Challis,ID
Summary
Dependable and professional with a strong background in insurance, bookkeeping, and client management. Recognized for reliability, integrity, and the ability to quickly adapt to new technologies. Skilled in CRM and client communication tools to enhance customer experience and business efficiency.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Grit Insurance Group
05.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Upsold additional products and services after identifying customer needs and requirements.
- Provided coverage option information to assist clients in protecting assets.
- Calculated quotes and educated potential clients on insurance options.
- Provide tailored insurance solutions, ensuring clients receive comprehensive coverage that meets their unique needs.
- Manage and maintain a robust client database using Hawksoft, ensuring accurate and up-to-date records.
- Utilize Salesmessage for seamless client communication, improving response times and engagement.
- Leverage HubSpot CRM to track client interactions, follow-ups, and policy renewals efficiently.
- Stay informed on Idaho insurance regulations to provide clients with knowledgeable and trustworthy guidance.
- Build and maintain strong client relationships through proactive outreach and personalized service.
Accounts Payable Clerk
Salmon River Propane
11.2022 - 04.2023
- Matching purchase orders with invoices and processing weekly check runs
- Entering figures using 10-key calculator to compute data quickly
- Recording deposits, reconciling monthly bank accounts, and tracking expenses
- Entering daily transactions in daily cash excel sheet to summarize payments rendered, maintaining accurate records
- Reporting figures in general ledger by comparing to bank statement each month
- Managing and responding to correspondence and inquiries from customers and vendors
- Keeping documentation and records accurate to prevent errors in processing or delivery
- Performing data entry and completing proper paperwork
- Entering daily inventory for parts and appliances, tracking items sold
- Maintained clean and organized files by keeping account records up-to-date
- Processed monthly and yearly Idaho sales tax
- Used software to prepare weekly and monthly financial reports
- Filing quarterly and yearly payroll taxes and reports FUTA-940, SUTA-ID SUI, Federal 941, Idaho Withholding Tax
- Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliations and disbursements
Accountant Assistant
Hansen Business Service
02.2020 - 11.2022
- Verified and submitted time keeping information for accurate and efficient payroll processing
- Generated paper checks for employees and printed stubs for associates who receive direct deposit to complete payroll distribution
- Updated employee files with new details such as changes in address or salary levels
- Maintained customer satisfaction with forward thinking strategies focused on addressing customer needs and resolving concerns
- Responded to customer request for products, services, and company information
- Managed accounts payable, receivable and payroll
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions
- Reconciled and corrected issues with financial records
- Recorded deposits, reconciled monthly bank accounts and tracked expenses
- Prepared and filed accurate and timely payroll tax returns and other related reports to comply with tax laws and regulations
A-Z Services - Custom Farming
05.2015 - 08.2020
- Selected and purchased supplies and equipment such as seed, farm machinery and livestock
- Visited fields regularly to inspect and estimate maturity dates of crops and damage due to weather
- Maintained and serviced various types of farming equipment
- Maintained ranch records and documentation
- Drove equipment from one site to another to deliver tools and complete jobs
- Ran tractors, at different times to meet demands of hay crops
Education
Idaho Property And Casualty License -
Idaho Department of Insurance
State Of Idaho 06-2023
Accounting/ Bookkeeping Coursework
College of Southern Idaho
Twin Falls, IdahoHigh School Diploma -
Challis Jr. Sr High School
Challis, Idaho05.2019
Skills
- Payroll Processing
- Data Entry
- 10-key
- Microsoft Excel, Word, Outlook
- Intuit QuickBooks
- Bank Statement Reconciliation
- Bill Payment
- Record Keeping
- Billing
- Invoicing
- CRM Software (HubSpot)
- Insurance Management Software (Hawksoft)
- Client Communication Platforms(Salesmessage)
- Client Relationship Management
- Insurance Policy Advising
- Sales and Customer Service
Certification
- State of Idaho/Utah Property and Casualty Insurance License
Timeline
Insurance Agent
Grit Insurance Group
05.2023 - Current
Accounts Payable Clerk
Salmon River Propane
11.2022 - 04.2023
Accountant Assistant
Hansen Business Service
02.2020 - 11.2022
A-Z Services - Custom Farming
05.2015 - 08.2020
- State of Idaho/Utah Property and Casualty Insurance License
Idaho Property And Casualty License -
Idaho Department of Insurance
Accounting/ Bookkeeping Coursework
College of Southern Idaho
High School Diploma -
Challis Jr. Sr High School
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