Overview
Work History
Education
Certification
Timeline
Generic

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, OH
05.2022

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

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Erica VeRost