Experienced with over 9 years of insurance experience. Motivated and driven to building long lasting relationships with clients. I strive to complete all tasks in a timely manner and exceed expectations.
I assist in processing weekly, bi-weekly, and monthly payrolls. I also file quarterly taxes in compliance with deadlines. While payroll is my main focus, I do help with our insurance department in quoting and presenting offers from carriers.
My role was to manage client communications to help grow and retain new and existing business. I was responsible for quoting new and remarketing existing customers. Inform and discuss client coverages, concerns, and complete any policy changes.
My role was to complete policy changes and review renewals with clients. I also processed any commercial renewals for agents to present to clients. Life insurance quotes were also presented with both personal and commercial lines to round out accounts.
Relationsip Building
Multi-Line Phone System
Management Systems
Risk Management
Problem Solving
Detail Oriented
Retention
Quickbooks Online
Microsoft Word
Microsoft Excel
Microsoft Powerpoint