Andrea Bogert

Service a book of approximately 1,200 clients.

Work directly with more than 20 carriers.

Process endorsements.

Issue new business.

Review renewing business.

Up-sale lines of coverage.

Answer high volume of calls including but not limited to, billing questions, coverage questions and claims.

Provide exceptional sales support to field producers.

Collaborated with Loan Officers to provide timely and accurate service for clients throughout the mortgage process.

Reviewed financial statements and other personal documents for accuracy.

Processed client payments.

Issued claim checks.

Opened and closed office daily.

Greeted all customers upon arrival.

Toured model homes and homes under construction.

Signed sales agreements.

Up-sold options and finalized purchases.

Created work schedules.

Maintained connections with clients to encourage referrals.

Followed up on prospective buyers on a regular basis.

Attended closings on behalf of the builder.