Daniela Garcia Rivera

CHARLES DAVID WILLIAMS

Phone: 504 366 2900 - 504 261 4879

• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
• Boosted client retention rate through proactive communication and timely follow-ups on policy changes or updates.
• Calculated quotes and educated potential clients on insurance options.

• Create financial documents such as bills, invoices, pay-orders
• Documented business expenses and sales.
• Helped prepare month-end, quarterly and year-end closings.
• Reconciled bank statements monthly, identifying discrepancies for prompt resolution.
• Monitored status of accounts receivable and payable to facilitate prompt processing.
• Input financial data and produced reports using software.
• Inspected account books and recorded transactions.