
Rebecca L.
Operations Admin/Account and Business Management Professional
Profile
Detail-oriented operations/management professional with a unique blend of experience in small business financial management, insurance and education. Proven ability to manage accounts, streamline administrative processes, analyze data, and coordinate cross-functional activities. Adept at interpreting regulations, managing documentation, and ensuring compliance with internal and external policies. Strong communication, organizational, and problem-solving skills.
Key Skills & Competencies
• Financial & Administrative Reporting
• Bookkeeping, QuickBooks
• Highly Regulated Documentation & Workflow Management (Insurance, Claims, Construction)
• Budgeting & Invoicing
• Accounts Receivable & Account Reconciliation
• Contract Review & Regulatory Compliance
• Data Analysis & Reporting
• Project Management & Workflow Management
• Client Relationship Management
• Microsoft Office Suite | Excel | Blackboard | QuickBooks | OneDrive
• Strong Presentation, Written & Verbal Communication
Professional Experience
Billing and Accounts Receivable Specialist | Family-Owned Business – Bristol, CT, Contract
• Executed financial operations including certified payroll reporting, cost estimates, invoicing, and
accounts receivable.
• Communicated with Facility Management organizations, vendors, and service technicians.
• Managed bid submissions and ensured compliance with prevailing wage laws and project
requirements.
• Implemented bookkeeping practices and maintained financial records for audits and tax
reporting.
Account Manager – National Accounts Property | Travelers Insurance – Hartford, CT, 3 years
• Supported complex, multi-state accounts with high property volumes, ensuring data accuracy
and workflow efficiency.
• Provided operational and administrative support to underwriters for large property accounts.
• Maintained accurate account documentation, premium allocations, and policy records.
• Liaised between underwriting, clients, and internal departments to facilitate smooth renewal
and quoting processes.
• Partnered with IT on user acceptance testing, enhancing operational systems.
Associate Account Executive – Special Liability Group | Travelers Insurance – Hartford, CT, 3 years
• Handled complex liability and environmental claims with financial components including
reserves, settlements, and legal expense management.
• Reviewed legal contracts, policy documents, and conducted investigations to ensure accurate
claims decisions.
• Maintained compliance with corporate and regulatory standards across multiple jurisdictions.
Adjunct Professor – Chemistry Department | Sacred Heart University – Fairfield, CT, 2 years
• Designed and delivered undergraduate chemistry courses, incorporating data analysis and
environmental regulations in labs and lectures.
• Managed course records, grades, and student progress using Blackboard and institutional
systems.
• Collaborated with faculty on departmental process improvements and shared instructional
content through OneDrive.
Science & Technology Educator – Public & Private Schools, - CT, 4 years
Southington Public, Bristol Public, and The Independent Day School
• Developed and delivered science and math curriculum with an emphasis on inquiry-based
learning and real-world data applications.
• Managed classroom budgets and resources, tracked student performance, and contributed to
school-wide planning initiatives.
• Integrated technology and learning management systems to track student data and
communicate with stakeholders.
Community Experience
• Troop Leader – Girl Scouts of Connecticut
• Tutor – Travelers Tutorial Program (elementary education support)
Education
Bachelor of Science Environmental Geoscience and honors program, Boston College, MA
M.A. in Education – University of St. Joseph, CT
Medical Administrative Assistants and Office Procedures - MedCerts
Certificate in e-Learning Ecologies – University of Illinois, IL
Inclusive Leadership – University of Colorado, CO
Facilitation Workshop – CAIS
Other Experience/Awards/Publications
