Cindy Rose

Delivered high-quality embroidered garments to meet corporate branding needs.

CFO of an underground storm drain construction company.

• Oversaw budgets, payroll, and accounts payable and receivable.
• Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
• Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
• Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
• Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
• Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.

• Prepared and reviewed insurance applications to verify compliance with regulations.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Expanded client base by actively prospecting for new business opportunities and generating referrals.
• Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
• Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
• Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
• Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.

• Maintained high standards of customer service by building relationships with clients.
• Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
• Cross-sold insurance products to existing clients to reach sales targets.
• Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
• Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
• Client base was the most elite and wealthy.

Auto insurance underwriting entailed risk assessment of potential auto insurance customers.