resumegabrielmcdonald

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GABRIEL MCDONALD 201 Birdsong Creek Circle Niceville, FL 32578 Cell: 850.499.4133 Email:[email protected] Professional Summary A business professional who is proficient in the background of homeowners, commercial and auto insurance. Utilizes Internet and digital technology to secure and prolong customer relationships. Extensive knowledge in customer relations and service. Focuses on operation control and company protocol. Qualifications Accounts Payable & Accounts Receivable Financial Reporting Customer Service Operations Sales Operations Controller Professional Experience Monthly Financial Reporter 2012 to Present TermBrokers Insurance, LLC Fort Walton Beach, FL Job includes collecting and reporting monthly earnings and commissions. Ensure monthly statements reflect moneys received. Provide year-to-year comparisons for growth and improvement. Administrative Controller June 2014 to July 2015 TermBrokers Insurance, LLC Fort Walton Beach, FL Scope of responsibility was diverse and included customer service; processing daily payments; ensuring records are up to date; running daily database reports; weekly, monthly, and annual policy reports; delegating underwriting requirements; and distributing renewal applications. Overlooked a company takeover. Managed the 400 new clients and maintained high retention over 3 years. Calculated buyout terms and payments to former owner. Created mailing and emailing template process for customer communication Incorporated multiple systems for payment processing Simplified check deposit by implementing Bank of America Remote Deposit Balanced business checking account Integrated shared Excel files and reports company-wide

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Page 1: ResumeGabrielMcDonald

GABRIEL MCDONALD201 Birdsong Creek Circle

Niceville, FL 32578Cell: 850.499.4133 Email:[email protected]

Professional SummaryA business professional who is proficient in the background of homeowners, commercial and auto insurance. Utilizes Internet and digital technology to secure and prolong customer relationships. Extensive knowledge in customer relations and service. Focuses on operation control and company protocol.

Qualifications

Accounts Payable & Accounts Receivable

Financial Reporting

Customer Service Operations SalesOperations Controller

Professional ExperienceMonthly Financial Reporter 2012 to PresentTermBrokers Insurance, LLC Fort Walton Beach, FLJob includes collecting and reporting monthly earnings and commissions.

Ensure monthly statements reflect moneys received. Provide year-to-year comparisons for growth and improvement.

Administrative Controller June 2014 to July 2015 TermBrokers Insurance, LLC Fort Walton Beach, FLScope of responsibility was diverse and included customer service; processing daily payments; ensuring records are up to date; running daily database reports; weekly, monthly, and annual policy reports; delegating underwriting requirements; and distributing renewal applications. Overlooked a company takeover. Managed the 400 new clients and maintained high retention over 3 years. Calculated buyout terms and payments to former owner.

Created mailing and emailing template process for customer communication Incorporated multiple systems for payment processing Simplified check deposit by implementing Bank of America Remote Deposit Balanced business checking account Integrated shared Excel files and reports company-wide

Field Agent 2012 to 2015 TermBrokers Insurance, LLC Fort Walton Beach, FLMade appointments with customer at property and acquired photos for proof of insurance requirements.

Personally interacted with customers Explained company requirements to maintain policies Worked with digital camera

Page 2: ResumeGabrielMcDonald

GABRIEL MCDONALD201 Birdsong Creek Circle

Niceville, FL 32578Cell: 850.499.4133 Email:[email protected]

EducationB.S.B.A. Degree: Accounting / Minor in Management May 2017University of West Florida, Pensacola, FL

A.A. Degree: Accounting Magna Cum Laude December 2013 Northwest Florida State College, Niceville, FL

Certifications

2-20 General Lines Insurance License, Florida Department of Financial Services Current

Seminars in Business Ethics, Florida Insurance School Continuing Education 2014-2016

CPR, First Aid, AED Certified, American Heart Association Current

AffiliationsPhi Theta Kappa, Northwest State College 2012 to present

Beta Gamma Sigma, University of West Florida 2016 to present

Volunteer WorkPersonal Tutor, Plew Elementary School, Grades 2-4 2012

Math Tutor, Grades 6-10 2012 to present

Babysitter 2014 to present

Other SkillsSpanish Language, 5 years of experience

Biblical Hebrew, 2 years of reading experience

Linkedin Profile URL: https://www.linkedin.com/in/gabriel-mcdonald-189898a5

Page 3: ResumeGabrielMcDonald

GABRIEL MCDONALD201 Birdsong Creek Circle

Niceville, FL 32578Cell: 850.499.4133 Email:[email protected]

References for Gabriel McDonald

Adrienne ThompsonAdministrative Controller MentorTermBrokers Insurance, [email protected]

Gina Walker

Chris McDonaldOwner, MentorTermBrokers Insurance, [email protected]

Parent of student, Personal [email protected]