Fatima Zohra Medmoune

Welcoming Center :

• Write and maintain thorough cases notes detailing services provided and client histories.
• Navigate different federal and state benefit programs to complete ( Bus pass - Senior Housing- Social Security Benefit ...) application for clients.

Donation

• Assess client needs related to donation services.

• Monitored status of accounts receivable and payable to facilitate prompt processing.
• Reviewed general ledger entries and assessed accuracy.
• Reconciled company accounts for credit cards, employee expenses, and commissions.
• Maintained accurate and complete documentation to facilitate accounting and filing functions.

• Advertised client properties through websites, social media, and real estate guides.
• Developed and maintained relationships with clients through networking, postcards, and cold calling.
• Communicated with clients to understand property needs and preferences.
• Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
• Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.