Kendall Grishaber
Mooresboro,NC
Summary
Seasoned communications and support professional with over 17 years of experience representing organizations. Expertise in liaising with wide range of parties, including all levels of management, operational experts and clients.
Overview
1
1
Certificate
16
16
years of professional experience
Work History
Accounting Assistant (Temporary)
Wofford College
02.2023 - 02.2024
- Processed approximately 300 payments and documents such as invoices, journal vouchers, employee reimbursements, and statements daily
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments
- Completed payroll functions to facilitate accurate and prompt staff payments
- Expedited invoice processing with effective communication between internal departments and external vendors
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved
- Reduced and corrected errors in account reconciliation through meticulous attention to detail and thorough review of transactions
Senior Insurance Benefits Account Manager/ Executive Assistant
Dan Gilbert Insurance
09.2020 - 02.2023
- Completed special projects upon request of CEO, Improved Employee Policies, Implemented Standard Operation Procedures for all agency staff, Processed payroll
- Managed 100+ Commercial accounts and 7,000 individual clients while overseeing 2 administrative assistants
- Cultivated strategic partnerships with vendors to deliver exceptional service at competitive rates for clients' benefit programs
- Led and oversaw agency staff during Open Enrollment meetings with Commercial clients' employees
- Negotiated favorable terms with underwriters on behalf of clients to secure competitive pricing and comprehensive coverage options
- Advised Group HR Administrators of COBRA Laws, eligibility guidelines, correct deduction calculations and provided in-depth explanation of benefit summaries
- Resolved high-level claims and billing issues
- Took all phone calls and walk-in patrons on behalf of CEO to reduce CEO involvement
- Received Merit Raise for attention to detail, exemplary customer service and executive support
- Promoted from Insurance Account Manager to Senior Insurance Account Manager
Financial Relationship Specialist
Champion Credit Union
03.2016 - 09.2020
- Enhanced client relationships by providing personalized financial solutions and recommendations
- Collaborated with cross-functional and corporate teams to develop strategic plans aligned with overall company objectives
- Negotiated favorable terms for loan applications on behalf of clients, securing more attractive interest rates or repayment schedules
- Resolved complex account issues promptly by collaborating effectively across multiple departments, ensuring client satisfaction and trust
- Monitored economic indicators affecting the financial markets for proactive adaptation of strategic recommendations as needed
- Actively participated in professional development opportunities to stay current with industry trends, best practices, and emerging technologies within finance sector
Administrative Director
McKelvy Wealth Management
09.2010 - 01.2016
- Specialized in complex financial transfers and administration of Life Insurance, Annuities, Trust accounts, IRAs, 529 plans, and 401k plans
- Received bonus for completing merger of over 40 million dollars transferred through 2,000+ documents accurately prepared within 6 week period
- Streamlined office processes by implementing efficient administrative systems and procedures.
- Led, directed, managed and mentored 3 staff members.
- Developed liaison relationship with vendors and underwriters to ensure efficient and positive transactions
- Maintained compliance with FINRA regulations through diligent record-keeping and regular audits
- Provided customer service to highest net worth clientele
- Promoted from Executive Assistant to Administrative Director
Assistant Branch Manager
Welcome Finance
12.2007 - 12.2010
- Supported the Branch Manager with daily and monthly tasks, ensuring smooth branch functioning and profitability
- Hired, trained and mentored new employees, fostering a positive work environment that led to higher retention rates
- Monitored branch staff activities, watching for correct analysis of accounts and subsequent recommendations to customers
- Resolved escalated customer complaints, questions and complex billing issues
- Oversaw all collections and Small Claims activity, improving office delinquency by 50%
- Reviewed credit applications for risk factors and credit worthiness
- Audited employee cash drawers and prepared daily bank deposit
- Received two promotions: From Bookkeeper to Collections Team Leader and from Collections Team Leader to Assistant Branch Manager
Education
Associates Degree Courses -
Spartanburg Community College
Spartanburg, SC06.2013
High School Diploma -
Isothermal Community College
Spindale, NC05.2005
Skills
- Exemplary Executive support, follow through and customer service
- Liaison for Key Relationships
- Meticulous attention to detail
- Ability to learn new information and software quickly
- Organized and efficient
- Highly regarded Team Player and Critical Thinker
Certification
- Licensed NC Property & Casualty Insurance Producer - 2021 - Present
- Licensed NC Life Insurance & Fixed Annuity Producer - 2021 - Present
- Licensed NC Health & Ancillary Insurance Producer - 2018 - Present
- Licensed Credit Agent - 2009 - Present
Timeline
Accounting Assistant (Temporary)
Wofford College
02.2023 - 02.2024
Senior Insurance Benefits Account Manager/ Executive Assistant
Dan Gilbert Insurance
09.2020 - 02.2023
Financial Relationship Specialist
Champion Credit Union
03.2016 - 09.2020
Administrative Director
McKelvy Wealth Management
09.2010 - 01.2016
Assistant Branch Manager
Welcome Finance
12.2007 - 12.2010
Associates Degree Courses -
Spartanburg Community College
High School Diploma -
Isothermal Community College
- Licensed NC Property & Casualty Insurance Producer - 2021 - Present
- Licensed NC Life Insurance & Fixed Annuity Producer - 2021 - Present
- Licensed NC Health & Ancillary Insurance Producer - 2018 - Present
- Licensed Credit Agent - 2009 - Present
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