Cyndi Myers

Daily Duties:

Answer incoming calls

Check customers in/ enter visits into Palm

Assist Manager and Showroom as needed

Open/Close showroom as needed.

Check stock as needed for Account managers

Apply credits to customer accounts

Interact with customers in the showroom and return phone calls as needed.

Review open PO report daily and review with Account managers.

Check open orders to insure material is arriving when scheduled.

Make calls to clients when materials have arrived to schedule pickup.

Assist Account Managers in maintaining proper flow of orders getting delivered within 2 week guideline.

Create sharepoints for claims/returns

• Provided coverage option information to assist clients in protecting assets.
• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Promoted products and services using upselling and other sales strategies.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Provided comprehensive product knowledge and guidance to help clients on product selection.
• Educated clients on insurance policies and procedures.
• Processed orders and collected payments for new policies
• Created policies for members in all 50 states as needed.