April Snapp

Maintain client accounts by updating information on a daily basis. I assist with problem solving issues, educating policies, process renewals, make changes in EPIC system, issue COI certificates, process new business assist with binding new accounts, account creation in EPIC system, accord applications in EPIC system, and submission of applications. I also work with financing account submissions endorsements and collecting payments for those endorsements. Also, put together workflows for the each remote team; sales team, service reps team, marketing team that help the communication flow between departments in the agency.

This company is going out of business due to the health of the owner we will have til the end of the year to find new employment. They are partnered with Gallagher for the time being to transfer the book of business being sold.

Managed Property & Casualty accounts by adding and deleting vehicles. Processed quotes and sell quotes. Answer billing questions & problem solve to retain business. Process payments. Send Evidence of Property Certs to banks upon request. Issued Auto Id Cards and Declaration Pages to clients when needed. Answer clients insurance questions regarding claims issues then directed them to the claims to department if they felt they would need to file a claim. Currently Life licensed when quoting auto & home I now offer life insurance. Systems: Apex & Salesforce.

Maintained client accounts by updating information on a daily basis. I assisted with problem solving issues, educating policies, process renewals, proposals, radius maps, cost comparison, running MVRS, driver & vehicle change in the EPIC system and emailing the insurance companies, issued certificates & auto Id cards, assisted with binding new accounts, account creation in EPIC system, accord applications in EPIC system, and submission of applications. I also work with financing account submissions endorsements and collecting payments for those endorsements. Worked closely with the following carriers: Great West. Acuity, Northland, Truckers, Am wins, 5 Star, CTC, Berkshire, National Interstate, National Truck, Worldwide Facilities, Progressive, RT Specialty and Midwest Family.

Auto Auction: Office duties included: data entry, filing, coping and scanning documents, inbound and outbound calls, emails, catalog sales, after auction collection & invoicing, assisted clients with website navigation over the phone, bid for clients who were unable to attend the auction during the auction.

Greeted customers made sure the customer experience was an exceptional one by providing a warm smile along with pleasant conversation. Took an accurate food and drink order and provided it in timely manner. Maintained cleanliness and restocking throughout shifts along with closing duties. I processed payments and orders through Macros System by way of cash or credit card, room charges. Also processed shift reports, claim tip reports, deposit drop through the same system. Assisted with startup of department and created ordering processes, provided training for all employees.

Provided answer to billing questions and concerns. Provided solutions and recommended products to resolve their billing concerns. I offered new products, upgrades to the newest phones, call, text, data plans, along with DTV packages. I utilized up to 10 systems daily, to provide all services available to the customer along with trouble shooting device issues & service issues.

Advertising, package costs, appointment setting, marketing, networking. Programs used:
Adobe Photoshop, Adobe Lightroom, Photo Editor & Microsoft Office. Find landscape outdoors for client's photo shoots at local parks or wherever the client desires. I also, pose clients in pictures to create their best image. Indoor shoots are done with backdrops, lighting, props & poses.

Firearms Auction: Office duties included: data entry, filing, coping and scanning documents, inbound and outbound calls, emails, catalog sales, after auction collection & invoicing, assisted clients with website navigation over the phone, bid for clients who were unable to attend the auction during the auction.