1. (936)-666-6475-cell
heatherlynnelivingston@yahoo.com
PROFESSIONAL OBJECTIVES
I am seeking a LONG term position with a company or organization in need of a strong communicator with exceptional
organizational and computer skills. I love dealing with people one on one and have a soft heart for our aging population
especially!
WORK EXPERIENCE
Davis Insurance Agency
(Receptionist/Processor)
April 2014 ~ Present
• Licensed for Property and Casualty since February 2014.
• Answer 13 line switchboards for 30 employees and direct or message staff accordingly.
• Process all the monthly logging payroll reports and direct to companies for credit.
• Process all the logging DWC-82 forms and check for compliance for all added drivers.
• Forward completed information above to the Texas Department of Insurance for them to record and process.
• Process all final audits for direct bill for the agency and notify insured of findings and how to dispute.
• Proficient in EPIC Management System.
• Assemble all Policy Presentation Binders for our package policy insureds.
• Assist with simple tasks for Personal Lines, including printing Auto ID Cards and verifying coverage and effective
dates.
• Assist with the entire “walk in” customers and route to correct representative/agent.
• Coordinate any special events, monthly birthdays, blood drives and any outside community efforts for agency.
• Track management staff at all times to direct phone calls promptly to someone that can assist insured in a timely
manner.
• Minor accounting activities to help the department during peak periods throughout the month.
• Screen all calls for management to avoid unnecessary and disruptive sales calls.
• Distribute all incoming electronic faxes to agents or attach to insured account for documentation.
• Assigned to print out all electronically received policies and return them to agent for checking and release to
insured.
• Keep spreadsheets on shared network correct and up to date.
• Manage the company calendar i.e. visits from our servicing company reps, continuing education for agents,
vacations, PTO days etc. Basically knowing at all times who will or won't be in the office on any given day.
Heather Lynne Livingston
260 Antique Lane
Lufkin, TX 75901

2. Gibbs Insurance Agency
CSR (Licensed for P&C in February 2014)
October 2013~April 2014
• Processed insured payments via internet/agency sweep
• Created quoted in PL Rater for quote presentation to prospects
• Assisted incoming prospects/insured with questions/inquiries
• Ran agency’s multi-line switchboard
• Processed endorsements to Personal Lines policies for insured
• Processed commission statements in AMS
• Documented all changes, inquiries, claims etc. in AMS
• Stocked general office supplies
Billy Lee’s Locksmith Service, Inc. (Locksmith Company)
Office Manager/Bookkeeper
May 2010 ~ June 2013
• Handled AR/AP for multiple (personal & business) accounts within Quickbooks 2009
• Directed all incoming and outgoing mail for the company
• Processed and filed all quarterly reports for the business
• Worked closely with the accountant on any unusual Quickbook questions that may arise
• Invoicing to clients (used Quickbooks 2009 Accounting Program)
• Produced the monthly and quarterly tax payments (i.e. Payroll and Sales Tax)
• Followed up monthly with delinquent accounts with statement/phone call
• Processed weekly payroll checks to the company’s staff
• Processed and output the daily bank deposits
• Reconciled the monthly bank statements for multiple accounts
• Main support for the owner and 4 technicians
• Assisted with computer problems, I am very savvy with the computer
• Processed all healthcare monthly payments, as the company paid half
• Responsible for client inquiries for company’s accounts payable/receivable
• Stocked general office supplies
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3. Savvy, The Agency (Advertising Agency)
Office Manager
November 2009 ~ May 2010
• Managed media purchases for all of our clients on a monthly basis
• Handled AR/AP (Quick Books) for two separate businesses
• Directed all incoming and outgoing mail for the agency
• Ran firm’s multi-line switchboard
• Processed all of the company’s daily outgoing shipments
• Acted as liaison between agency/client and followed project to completion
• Instructed clients on proper job specifications in order to begin production
• Assisted in distribution of projects to graphic designer per the clients specifications
• Processed all invoicing to clients (used Quickbooks Accounting Program)
• Assisted in trafficking of time-sensitive projects on a daily basis
• Followed up monthly with delinquent accounts with statement/phone call
• Handled clerical/general office support for all departments
• Main support for the agency’s president
• Responsible for client inquiries for agency’s accounts payable/receivable
• Ran agency’s multi-line switchboard
• Stocked general office supplies
Technical Laboratory Systems, Inc. (Educational Software/Equipment)
Administrative Assistant
June 2008 ~ June 2009
• Supported 8 sales managers producing large volume customer facing proposals while maintaining customer
retention efforts, including correspondence and phone contact.
• Managed and coordinated all of the trade shows company participated in
• Tracked and produced critical lead generation information received from company trade show participation
• Maintained ongoing analysis and evaluation pertaining to distributed leads to ensure additional new business
therefore adding top line customers to company roster.
• Responsible for developing and distributing company marketing materials for all products lines
• Provided ongoing marketing support for company trainer/instructor and supplied with materials appropriate for
company curriculum
• Coordinated travel arrangements for all sales efforts
• Proactively processed annual bid contracts for all Independent School District clients
• Worked directly with the company product manufacturers in order to assist client and sales staff
• Processed all of the company’s daily outgoing shipments
• Delegated lead sources related to state generated grants that qualified for specific products.
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4. Bone Head Graphics (Screen Printing Company)
Administrative Assistant
February 2005 ~ May 2008
• Served as inside sales/office manager for a screen printing house
• Scheduled daily production deadlines based on incoming projects
• Processed all invoicing to clients (used Quick Books Program)
• Assisted in trafficking of time-sensitive projects on a daily basis
• Handled clerical/general office support for the company
• Main support for the owner and project manager
• Responsible for the purchase ordering of all stock needed for production & checked in arriving stock
• Checked in all arriving stock and labeled it for production
• Responsible for client inquiries for company’s accounts payable/receivable
• Processed daily bid requests (quotes) in timely manner
• Assisted in the shop when I was needed for time sensitive jobs
United Behavioral Health (Mental Health Insurance Company)
Head of Compliance Administrative Assistant
November 2003 ~ July 2004
• Triaged daily department mail and distribute accordingly
• Directed support for Regional Director of Compliance, i.e. schedule meetings, travel, etc… (Lotus Notes)
• Processed incoming appeals/complaints, input into proper database and request assignment and resolution
• Issued resolution letters as instructed
• Initiated Independent Review Organization/Retrospective Review issues and respond when resolution is received
• Ordered departmental supplies and handled any service issues on all departmental devices not working properly
• Filing and organizing for department
• Addressed member/provider concerns via telephone on a daily basis
• Knowledge of all systems needed to research concerns
• Arranged travel for the department heads
• Organized meeting materials for department meeting
• Scheduled important 2nd level reviews, including participant panels
• Currently acclimated to a highly professional environment where decisions are essential to job performance
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5. Media Works Inc. (Graphic Design Firm)
Administrative/Production Assistant
January 2000 ~ May 2003
• Served as traffic control for a busy graphic design firm
• Acted as liaison between firm/client and followed project to completion
• Scheduled daily production deadlines based on incoming projects
• Instructed clients on proper job specifications in order to begin production
• Assisted in distribution of projects to designers based on their current workload
• Processed all invoicing to clients (used Peachtree Accounting Program)
• Assisted in trafficking of time-sensitive projects on a daily basis
• Coordinated the distribution of completed projects to client
• Followed up monthly with delinquent accounts with statement/phone call
• Main support for President, V.P. and project manager
• Responsible for client inquiries for firm’s accounts payable/receivable
• Ran firm’s multi-line switchboard
• Processed daily bid requests in timely manner
• Stocked general office supplies
• Directed all incoming and outgoing mail for the firm
• Conducted research to assist designers in ongoing projects
ADDITIONAL SKILLS AND APTITUDES
• Computer literate (PC/MS Office, Word, Excel, PowerPoint, Lotus Notes and Quick Books)
• Strong communicator, both interpersonally and telephonically
• Exceptional organizational skills
• Competent in all office procedures (typing, filing, client relations, etc.)
• Prioritizing/Multi-Task/Detail-Oriented
• Prior banking experience (5 Years)
• Team player capable of self-supervision
• Smooth, effective coordination of information
• Creative Thinking/Problem Solving
• Inspired by challenges
• Strong love and compassion for people/customer
• Licensed for Property & Casualty (General Lines for the State of Texas)
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6. PROFESSIONAL AND PERSONAL REFERENCES
Please feel free to contact any of the references below as they are willing to vouch for my professional work ethic and my
overall character.
Mike Sudduth Paige Perez
Regional Manager (San Antonio Region) Marketing Department
Technical Laboratory Systems, Inc. Davis Insurance
Katy, Texas Lufkin, Texas
(713) 256-1763-cell (936) 212-0503-cell
Lisa Chafin Cindy Hammond
Project Manager Owner
Media Works, Inc Body In Sync
2136 Kings Ave 317 E Frank Ave
Jacksonville, Florida 32207 Lufkin, Texas 75901
(904) 398-5518-work (936) 675-1201-cell
Kara Walker Steve Garcia
Lufkin ISD Retired Billy Lee’s Locksmith-Manager
4927 Daniel McCall Dr 500 E Frank Ave
Lufkin, Texas 75904 Lufkin, TX 75901
(936) 676-0830 (936) 632-1889
Thank you in advance for the opportunity to visit with you and gain more insight into your business and any needs that I
may be a fit for. If you should have any additional questions please feel free to call me.
Heather Livingston
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7. PROFESSIONAL AND PERSONAL REFERENCES
Please feel free to contact any of the references below as they are willing to vouch for my professional work ethic and my
overall character.
Mike Sudduth Paige Perez
Regional Manager (San Antonio Region) Marketing Department
Technical Laboratory Systems, Inc. Davis Insurance
Katy, Texas Lufkin, Texas
(713) 256-1763-cell (936) 212-0503-cell
Lisa Chafin Cindy Hammond
Project Manager Owner
Media Works, Inc Body In Sync
2136 Kings Ave 317 E Frank Ave
Jacksonville, Florida 32207 Lufkin, Texas 75901
(904) 398-5518-work (936) 675-1201-cell
Kara Walker Steve Garcia
Lufkin ISD Retired Billy Lee’s Locksmith-Manager
4927 Daniel McCall Dr 500 E Frank Ave
Lufkin, Texas 75904 Lufkin, TX 75901
(936) 676-0830 (936) 632-1889
Thank you in advance for the opportunity to visit with you and gain more insight into your business and any needs that I
may be a fit for. If you should have any additional questions please feel free to call me.
Heather Livingston
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