Erica VeRost
Columbus,OH
Overview
4
4
years of professional experience
1
1
Certification
Work History
Agency Coordinator
Transamerica Agency Network
05.2024 - Current
- Assists 15+ agents and hundreds of clients with appointment scheduling, submitting and filing paperwork, and customer service inquiries
- Receives and reviews daily reports for distribution
- Enhances client satisfaction by streamlining agency processes and improving communication methods
Insurance Representative
Transamerica Agency Network
10.2023 - Current
- Scheduled appointments with clients to address insurance needs
- Utilizes insurance knowledge to better serve agents and clients in most recent role as agency coordinator
Server / Hostess / Barista
Ethos Hospitality Group
08.2021 - 12.2023
- Worked with POS system to place orders, manage bills, and handle complimentary items for hundreds of customers on a daily basis
- Cultivated warm relationships with regular customers in a high-paced environment
Financial Representative Intern
Northwestern Mutual Wealth Management
05.2021 - 07.2021
- Phoned and met with prospects to understand and satisfy financial goals
- Formulated and presented comprehensive financial plans to potential clients
Education
Bachelor of Science - Finance
The Ohio State University
Columbus, OH05.2022
Certification
- Registered Notary Public
- Bloomberg Market Concepts
- Insurance License - Life, Accident, & Health (NY & OH)
Timeline
Agency Coordinator
Transamerica Agency Network
05.2024 - Current
Insurance Representative
Transamerica Agency Network
10.2023 - Current
Server / Hostess / Barista
Ethos Hospitality Group
08.2021 - 12.2023
Financial Representative Intern
Northwestern Mutual Wealth Management
05.2021 - 07.2021
Bachelor of Science - Finance
The Ohio State University