Stacy Clauson
Ethan
Summary
Versatile Office Manager and Licensed Insurance Agent with a proven track record at Martin-Trudeau Insurance, showcasing exceptional organizational skills and a commitment to customer service excellence.
Overview
26
26
years of professional experience
Work History
Office Manager/Insurance Agent
Martin-Trudeau Insurance
09.2011 - 02.2025
- Managed daily activity at growing agency, including interviews, onboarding new agents, and annual reviews
- Processed accounts payable, receivables, and bank deposits
- Processed Farm changes and payments online with companies, including some new quoting and documented in AMS
- Entered policies that didn't download in AMS, including livestock policies, and processed agency-billed transactions for reconciliation
- Assisted with Crop insurance reporting and keying
Business Manager
The Medicine Shoppe® Pharmacy
06.1999 - 09.2011
- Processed daily cash reports, A/P, payroll in Quickbooks
- Prepared monthly financial reports
- Reconciled insurance payments/Accounts Receivable
- Assisted with hiring process and training of new employees.
- Ordered merchandise/supplies and inventory control
Bookkeeper
Liberty Tax Service
01.2006 - 10.2010
- Prepared monthly financials and processed bank statements for both locations using Quickbooks
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Finalized GRR for franchise fee calculations
Education
Bachelor of Science - Business Economics/Ag Business
South Dakota State University
Brookings, SD05-1994
Skills
- Customer service
- Licensed insurance agent
- Employee management
- Attention to detail
Timeline
Office Manager/Insurance Agent
Martin-Trudeau Insurance
09.2011 - 02.2025
Bookkeeper
Liberty Tax Service
01.2006 - 10.2010
Business Manager
The Medicine Shoppe® Pharmacy
06.1999 - 09.2011
Bachelor of Science - Business Economics/Ag Business
South Dakota State University
Similar Profiles
Jace MilletJace Millet
Agent at G. Martin InsuranceAgent at G. Martin Insurance
Nathan SkeetNathan Skeet
Drink Server at School Business at Maria TrudeauDrink Server at School Business at Maria Trudeau
Matthew AllenMatthew Allen
Associate Sales Agent at Martin Direct InsuranceAssociate Sales Agent at Martin Direct Insurance