Angie Hopper Email & Phone Number

Mckenzie, Tn, Us

Position and sell a suite of health and life insurance, mainly to small businesses but also to individuals. Products sold include life, medical, vision and dental insurance. Identify, qualify, and close new business through prospecting, networking and referrals; calculate premiums based on client needs. ➣ Call on policy holders to explain policy options, suggest additions/changes, or to change beneficiaries.➣ Ensure policy requirements are fulfilled, including necessary medical exams and the completion of appropriate forms.

Mckenzie, Tn, Us

Worked as an adjunct instructor and taught undergraduate students on various topics such as financial accounting, personal finance and operations management.➣ Prepared and delivered lectures with accompanied syllabi, homework assignments and handouts.➣ Provided additional hands-on guidance and direction to students as requested.

Accountable for accounting, billing, collections, payroll, HR and A/P for three separate business entities. Prepare monthly and annual financial statements, budgets and forecasts; active member of OSHA, compliance, and human resource teams. Manage all recruiting, hiring, training and performance evaluations for 25+ direct reports. ➣ Work closely with outside auditors to ensure all internal accounting processes, procedures and guidelines are followed company-wide. ➣ Key member of executive leadership board that meets weekly to strategize and to develop and implement short and long-term company financial goals. ➣ Act as a direct contact for external accountants to facilitate preparation of financial statements, corporate/partnership tax returns and audits of the company 401-K plan.➣ In charge of negotiating and securing all insurance coverage that includes property, auto, general liability, cyber security, and employee insurance for 300+ employees.➣ Spearhead the analysis of financial details of past, present, and expected operations to identify development opportunities and areas where improvement is possible.➣ Establish and maintain key relationships with numerous creditors and banking institutions. ➣ Key contact for data and negotiations of multi-million dollar sell off of ancillary departments including radiology, laboratory and sleep lab. ➣ Negotiate and administer subleases for company buildings.

Founder and Owner of a successful tax service small business. Oversaw and managed all day to day operations of the business that included marketing, A/P, A/R, payroll, customer relationship management and business development.➣ Provided a variety of bookkeeping services as well as a suite of tax services that included preparing personal property, sales, payroll, and individual/business tax returns. ➣ Grew business through creative marketing efforts, networking and a strong referral pipeline.

Rock Island, Illinois, Us

Acted as an Independent Financial Representative. Accountable for growing/developing an existing client base and identifying/closing net new business. Provided a diverse clientele specialized advice and guidance on investment options including life/health insurance, retirement accounts and securities.➣ Successfully identified and qualified net new opportunities through prospecting, heavy networking and referrals. ➣ Created and presented detailed financial plans for clients based on income, expenses, insurance coverage, tax status and financial objective to help meet their financial planning needs.➣ Licensed to sell Series 6 and 63 securities; held a fraternal insurance counselor designation.

Responsible for preparing and administering $20M+ budget for a not-for-profit natural gas public utility district. ➣ Maintained all accounting and personnel records for 45+ employees including 20 direct reports.➣ Direct contact for outside accountants during preparation of annual audited financial statements.

Jackson, Tn, Us

Master'S Degree, Accounting

Bachelor Of Science Degree (Bs), Accounting | Business Administration