Tonya Copeland

Experience

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  Allstate

  Jan 2001 - Jan 2005

  Executive Assistant to CEO / Senior Sales Producer

  • Generated, processed, and serviced new business sales, reporting and analysis.• Improved process performance while maintaining the integrity of customer service.• Assisted CEO with networking with various businesses to promote agency awareness and customer relations.

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  Unique Underwriters, Inc.

  Jan 2005 - Jan 2013

  Director of Operations

  • Senior Executive Support to CEO, CFO, VP of Marketing, VP of Training, and VP of Advertising.• Handled supervision of Accounting, Business Development, Leads Marketing, and Contracting departments.• Monitored all department metrics, escalated issue resolutions, and analyzed/improved process flow.• Responsible for the research and reporting process of all new vertical initiatives the nationally recognized Mortgage Protection Insurance IMO engaged in.• Directly responsible for obtaining state licenses and maintaining CE credits and policy compliance for each of the 4 states UUI does business in.• Organized company events on state and national levels including scheduling meetings, travel planning, preparing expense reports, running personal errands, managing contacts and vendor relationships.• Act as executive liaison negotiating vendor contracts, strategic planning and overseeing implementation of new procedures on a company level.• Assist each executive with preparing meeting documents, PowerPoint presentations, business brochures, flyers, and all other media or documentation as requested.• Instructed classes for Simpson Sales Academy on Texas General Lines Life and Health Curriculum, responded to web queries, and assisted with marketing and reporting. Show less

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  Green & Miller P.C.

  Jan 2013 - Jan 2014

  Office Manager

  • Prepare financial statements, tax returns, and engagement/representation letters.• Accurately handle and record all bookkeeping.• Lease development for all tenants for property management.

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  Murphy Mahon Keffler Farrier

  Jan 2013 - Jan 2013

  Firm Administrator

  • Monitor and report all department metrics to leadership.• Counseled all staff or departments with below standard metrics to successful parameters.• Oversaw and insured accuracy for each month’s end closing procedures for Accounting, Contracting, and New Business.• Analyzed and Improved the process flow for each department.• Direct supervisor for Accounting, Human Resources and Benefits Coordinator.

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  Century Insurance Agency

  Feb 2014 - Aug 2015

  Executive Assistant / Sales Producer

  • Customer service through fact to face interaction, phone, email and fax. Answer customer calls, gather client data, quote, questions on claims, sales and marketing. • Assist customers with billing questions, payment processing, and policy changes.• Store and save information in customer files including all correspondence and documents.

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  The LaSalle Group

  Aug 2015 - Dec 2017

  • Executive Assistant-Management/Operations Division

    Aug 2015 - Dec 2017

  • Management Division Coordinator

    Aug 2015 - Dec 2017
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  Pegasus Senior Living

  Sept 2018 - Apr 2022

  • Procurement and Licensing Director

    Apr 2021 - Apr 2022

  • Executive Assistant

    Sept 2018 - Apr 2021
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  IKS Health

  Nov 2022 - now

  Executive Assistant to Chief Executive Officer