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Toby Miller

Insurance Broker

7000 followers

Leland, North Carolina, United States

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Timeline
About me
Professional Bookkeeper experienced at helping business owners save time and money so they can focus on growing their business. (QuickBooks Certified ProAdvisor)
Education
- Southern Wayne Hight School
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  Diploma HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES
  Activities and Societies: Baseball, Wrestling, Soccer
- Bob Jones University
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  Bachelor of Science (B.S.) Finance and Financial Management Services
  Activities and Societies: Soccer
Experience
- Miller Insurance Agency
  Jan 1995 - Jan 2016
  Insurance Broker
  Assisted clients in qualifying for term life, disability, long term care coverage and fixed annuities.Filed claims for client and maintained relationships with clients to ensure customer satisfaction.Developed and conducted individual and group sales presentations and enrollments.
- Fluor Corporation
  Jan 1998 - Jan 2005
  Data & Document Specialist
  Assisted the commissioning team by managing the technical turnover packages.Tracked and expedited receipt of required data from contractors and vendors.Ensured documents complied with Good Documentation Practices.Expedited completion, review and transfer of Turnover Packages to meet project schedule.
- Fluor Corporation
  Jan 2013 - Jan 2016
  Senior Data & Document Specialist
  Assisted the commissioning team by managing the technical turnover packages.Tracked and expedited receipt of required data from contractors and vendors.Ensured documents complied with Good Documentation Practices.Expedited completion, review and transfer of Turnover Packages to meet project schedule.
- Book Up Your Calendar
  Jan 2016 - Jan 2022
  Agency Co-Owner (Marketing/Lead Generation)
- Twin Bookkeepers
  Jan 2022 - now
  Bookkeeper and Quickbooks Certified ProAdvisor
Licenses & Certifications
- QuickBooks Certified ProAdvisor
  Intuit
  Jun 2023