Emily Kelley

Ensured warm and hospitable greetings for all customers. I also provided attentive service by addressing customer needs and processing food orders efficiently. I also maintain cleanliness and organization of workstations, ensuring a welcoming environment for guests.

My main duty was to receive documents and scan them in order to file them electronically. I managed incoming calls and emails, ensuring timely responses and accurate information, or direct the callers to someone that can provide the required assistance. Maintained a well-organized filing system for easy access to our files. I also distributed mail in my department to the proper individuals and enter checks into our computer system. Finally, I would order supplies as needed for my department, and assist engineers when requested.

My sales duties consisted of calling referrals to make my own appointments for the week. I would then solicit life and health insurance to individuals. My clerical duties consisted of preparing client files with personal and policy information. I’d fill out beneficiary paperwork and set up health checks as needed. Would work with clients on budgeting so they get what they needed and could afford. I would set achievable sales targets for the team, motivating them towards successful completion of goals while maintaining a customer-centric approach. Retained existing clientele by proactively addressing concerns and regularly reviewing their coverage needs, resulting in strong relationships built on trust and loyalty. I trained junior colleagues to foster growth and development, enhancing overall team performance. I am also trained in HIPA.