Carolyn Moon
Licensed Insurance Producer/Bookkeeper
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About
I have an Oregon Insurance Producer license in property, casualty, life, and health. I have 9 months experience working in an insurance agency as a producer and office manager. I am interested in furthering this experience.
I also have an associate's degree in accounting. I have light experience working as an independently contracted bookkeeper. I am interested in opportunities in this career field.
Experience
Wholesome Family Medicine, Klamath Falls, Oregon
Independently Contracted Bookkeeper, October 2020 – Present
- Categorize and match transactions in QuickBooks Online bank feed.
- Run reports and make journal entries to correct errors.
- Communicate with client to ensure all needs are met.
- Use time management skills to ensure work is completed within deadline.
Insurance Agent/Office Manager, March 2024 – December 2024
- Manage daily office operations, including opening and closing office, answering phones, and clerical work.
- Cash handling, including taking and logging payments, giving change, and making daily bank deposits.
- Work with clients to determine their specific insurance needs, offer appropriate home and auto insurance policies, and explain coverages.
- Assist clients with filing insurance claims.
- Work with lenders to ensure all interested parties are documented on insurance policies.
Team Leader, January 2019 – March 2020 and August 2020 – November 2020
- Motivate and train crew members.
- Accurately take and expedite specific orders while delivering excellent customer service.
- Correctly and accurately handle cash and make change.
- Demonstrate general food prep and safety knowledge.
- Cleaning and janitorial duties including washing dishes, sweeping, mopping, and scrubbing.
Case Management Representative, October 2008 – March 2015
- Deliver excellent customer service and communication skills to a sensitive customer group.
- Specialized troubleshooting for new products.
- Collect data to identify trends.
- Take leadership role as a Point of Contact for the department.
Customer Care Representative, June 2006 – October 2008
- Confer with customers over the phone to identify and resolve technical complaints.
- Accurately document customer interactions.
- Correctly utilize system tools.
Drive Thru Clerk, December 2005 – June 2006
- Deliver fast and friendly service.
- Accurately take and expedite specific orders.
- Correctly and accurately handle cash and make change.
- Demonstrate general food prep and safety knowledge.
- Cleaning and janitorial duties including washing dishes, sweeping, mopping, scrubbing, and cleaning and maintaining bathrooms.
Education
Klamath Community College, Klamath Falls, Oregon
Career Pathways Bookkeeping Certificate, June 2020
Accounting Certificate, June 2021
Associate of Applied Science Degree in Accounting, June 2021
Klamath Union High School, Klamath Falls, Oregon
High School Diploma, June 2006
