Results-oriented achiever with proven ability to exceed targets and drive success in detail-driven environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
40
40
years of professional experience
Work History
Commissions Payroll Manager, Commissions Department
Brecek & Young Advisors, Inc.
05.2004 - Current
Manage projects. Promoted to revamp all aspects of commission payroll processing. Oversaw successful conversion to new payroll systems and enhanced workflow by:
Establishing procedures which reduced payroll processing time by 80%
Creating tools for estimating net payroll with up to 99.87% accuracy
Motivating staff of six to become most efficient, accurate and long-standing team enjoyed by firm.
Recognized for successful conversion to new payroll system with letter of praise and bonus.
Programmer
Graybill Insurance Agency, Inc.
05.2016 - 01.2026
Integrated data visualization media and tools to illustrate complex analyses.
Built databases and table structures for custom report projects.
Corrected, modified and upgraded software to improve performance.
Worked with Salesforce language to customize company portal.
Developed custom projects in Microsoft Excel.
Account Manager
Graybill Insurance Agency, Inc.
09.2006 - 05.2016
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Trained new employees on customer service, account handling and organizing strategies.
Contributed to team objectives in fast-paced environment.
Monitored service after sale and implemented quick and effective problem resolutions.
Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Built relationships with customers and community to promote long term business growth.
Kept detailed records of daily activities through online customer database.
Insurance Licensing and Appointment Specialist, Compliance Department
08.2003 - 06.2004
Recruited to merge tasks of two individuals into one position. Successfully created processes and tracking tools which decreased turn around time from 1-2 weeks to 2-4 days while simultaneously creating historical documentation of workflow. Recognized for “raising the bar of excellence” of the licensing department and given largest percent raise of any associate in firm.
Customer Service Representative and Direct Business Commissions Specialist, Commissions Department
06.2002 - 09.2003
Promoted to assist in creating a new customer service department for firm. Tasks branched into many areas including:
Working with representatives and associates to research and resolve commission issues
Providing technical support and training on a variety of topics to associates and representatives
Creating methods to track and report representative direct business commissions
Providing assistance to a variety of other departments
Commission Specialist, Commissions Department
Brecek & Young Advisors, Inc. (continued)
06.2001 - 06.2002
Responsible for accurate and timely input of data into commission payroll system. Found ways to enhance procedures and created tools to reduce production time from 5 days to 3 hours. Considered most valuable Commission Specialist.
Chiropractor - Small Business Owner
Wellness Chiropractic
06.1993 - 06.2001
Performed all aspects of patient care and case management. Maintained books, records, and processed payroll. Managed new client sales, marketing, and all office management functions.
Computer Programmer - Account Manager
Stewart Petroleum Company
07.1986 - 06.1990
Developed and maintained software for calculating royalty payments to investors. Maintained books and records and processed royalty payments and payroll.
Education
Doctor of Chiropractic -
Palmer College of Chiropractic-West
San Jose, California
Bachelor of Science - Computer Science
Oregon State University
Corvallis, Oregon
Skills
Data visualization
Program coding
Debugging
Customer satisfaction
Account management
Staff management
Multi-task management
Coordinating documents
Data entry
Compensation planning
Timeline
Programmer
Graybill Insurance Agency, Inc.
05.2016 - 01.2026
Account Manager
Graybill Insurance Agency, Inc.
09.2006 - 05.2016
Commissions Payroll Manager, Commissions Department
Brecek & Young Advisors, Inc.
05.2004 - Current
Insurance Licensing and Appointment Specialist, Compliance Department
08.2003 - 06.2004
Customer Service Representative and Direct Business Commissions Specialist, Commissions Department
Financial & Data Analyst – Reporting, Commissions & Insights at MYOB – Australia & New ZealandFinancial & Data Analyst – Reporting, Commissions & Insights at MYOB – Australia & New Zealand