Cassandra Herman

• Ensure all requirements are met on new applications before submitting to the insurance carrier
• Order medical exams and records when needed
• Review and follow up with agents and carriers on all requirements
• Process all life insurance cases within Salesforce
• Provide professional correspondence via email and phone
• Work efficiently to meet all service level agreements
• Understand carrier workflows and maneuver carrier websites
• Work closely with team members to meet common goals and assist when able

• Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
• Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
• Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
• Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients'' financial security.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.

• Streamlined office operations by implementing efficient filing systems and organizational strategies.
• Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
• Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
• Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
• Developed strong product knowledge to provide informed recommendations based on individual customer needs.

• Enhanced customer satisfaction by providing personalized food and beverage recommendations based on individual preferences.
• Maintained a clean and organized dining area, ensuring the highest level of sanitation and hygiene standards were met.
• Collaborated with kitchen staff to ensure timely preparation and delivery of orders, resulting in positive customer feedback.
• Assisted in inventory management, accurately tracking stock levels and placing orders as needed to maintain sufficient supplies.
• Provided comprehensive training to new team members, fostering a collaborative work environment focused on guest satisfaction.
• Implemented creative upselling techniques, driving sales of premium menu items and increasing overall revenue.
• Addressed customer concerns promptly and professionally, resolving issues quickly to retain patron loyalty.
• Promoted teamwork among staff by coordinating tasks efficiently during peak service times, ensuring smooth operations.
• Conducted routine inspections of equipment for cleanliness and maintenance needs; reported any necessary repairs immediately to management.
• Adhered strictly to all applicable health codes and regulations pertaining to food handling practices within the establishment.
• Successfully juggled multiple tasks and priorities in a high-pressure environment, consistently maintaining a professional demeanor and high-quality service.
• Collaborated with other food and beverage attendants to provide prompt, smooth and excellent service.
• Cleared area, cleaned and wiped tables and chairs to remove residue and comply with hygiene standards.
• Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
• Collaborated with supervisor and servers to discuss logistics and maintain smooth operations.
• Trained new staff members on company policies and procedures.
• Monitored food temperature, discarding items not stored correctly.
• Cleaned and maintained work areas, equipment and utensils.
• Followed food safety practices and sanitation guidelines.
• Trained new staff on food preparation and safety procedures.

• Enhanced kitchen efficiency by preparing ingredients and assembling dishes according to recipes.
• Supported culinary team by maintaining a clean and organized workspace, reducing preparation time.
• Streamlined dish assembly with proper portioning and presentation, contributing to consistent quality.
• Reduced food waste by effectively managing ingredient inventory and rotating products as needed.
• Collaborated with chefs to develop menu items, incorporating seasonal ingredients for optimal freshness.
• Maintained high sanitation standards, adhering to local health department guidelines and ensuring food safety.
• Ensured timely completion of prep tasks, enabling smooth service during peak hours.