EMILY BALL

• As a Renewal Agent I control a book of 50-70 clients per month that I manage and renew their insurance.
• Duties include calling every account months in advance to receive updated information, create and send proposals, marketing out to other insurance carriers, and consistent contact with the client.
• Other duties include creating renewal logs, working with underwriters, creating finance spreadsheets of accounts premiums, and pulling client information.
• This position requires sales skills, organization/time management, knowledge of insurance coverages, and excellent customer service skills. Position requires mastering Applied Epic systems and Microsoft Office systems.

This role requires to have a current Casualty & Property Broker-Agent License which was obtained September 2021. License # 4151401

• As a Sales and Marketing Assistant the main goal is to assist the Producers and Renewal Agents with their daily tasks and workload of accounts.
• The job duties include: data entry, building and mailing out proposals, calling clients to update information, working with underwriters on quotes, creating logs, and preparing files for renewal.
• This role heavily includes Applied Epic Systems and Microsoft Office systems.

• As the Program Coordinator duties include supervising front desk reception staff, delegating projects, coordinate events and activities for Girls Group, managing Free Food Program, outreach and promotions, as well as maintaining the overall wellness of the facility
• Oversees all behavioral situations with teen members and takes part in parent-member meetings
• Certified Mandated Reporter, CPR certified, suicide prevention and mental health training, California food handlers card

• Duties include promoting teamwork and organization of salon, as well as providing excellent customer service and sales.
• Placed in the top 8 salespersons of the Redding district, which included 7 different franchised locations.
• Smart Tan certified and experience with POS systems.