Bobbi Goeller
Fredericksburg
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Finance & Business Manager
Old Dominion Harley Davidson
10.2024 - Current
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Provided exceptional customer service by addressing client inquiries related to sales contracts, financing options, and warranty policies.
- Collaborated with department managers to create annual budgets that aligned with company goals and objectives.
Logistics Support Specialist
Manheim Auto Auction
10.2023 - 10.2024
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
- Acted as a liaison between clients and development teams, ensuring timely communication during critical incidents.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Optimized internal workflows to expedite incident escalations, leading to faster problem-solving efforts from specialized teams.
Operations Support Specialist
Minuteman Security Solutions LLC
02.2023 - 10.2023
- Provided guidance and mentorship to junior staff members, fostering a supportive work environment conducive to professional growth.
- Maintained a safe and clean working environment by adhering to company policies and industry regulations, resulting in fewer accidents and a more pleasant workspace.
- Served as a liaison between various departments within the organization, facilitating open communication channels for seamless collaboration on shared initiatives.
Inventory Manager
Bayside Chrysler Dodge Jeep Ram/ Bayside Ford
10.2021 - 02.2023
- Created and updated regular inventory reports and records.
- Analyzed inventory data to identify and address stock discrepancies.
- Managed relationships with vendors to ensure timely delivery of products while maintaining quality standards.
- Maintained high levels of customer satisfaction through efficient handling of orders, prompt issue resolution, and effective communication channels with clients.
Insurance Sales Agent
GEICO
10.2016 - 06.2021
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Generated quotes and proposals for clients to match individual needs.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
Education
High School Diploma -
Mohawk High School
Sycamore, OH05.2006
Skills
- Underwriting expertise
- Customer service
- Client relations
- Client account management
- Policy writing
- Call center experience
- Computer proficiency
- Conflict resolution
Certification
Property and Casualty License
Timeline
Finance & Business Manager
Old Dominion Harley Davidson
10.2024 - Current
Logistics Support Specialist
Manheim Auto Auction
10.2023 - 10.2024
Operations Support Specialist
Minuteman Security Solutions LLC
02.2023 - 10.2023
Inventory Manager
Bayside Chrysler Dodge Jeep Ram/ Bayside Ford
10.2021 - 02.2023
Insurance Sales Agent
GEICO
10.2016 - 06.2021
High School Diploma -
Mohawk High School
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