Julie Dennis

• Analyzed customer needs and provided best options, upselling products and services.
• Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
• Received underwriting approvals after accurately completing applications for insurance coverage.
• Diligently filed and followed up on third party claims.
• Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.

Coordinated education curriculum of children (books, flashcard, videos), oversaw operations of all systems and procedures (laundry, shopping, cleaning, transportation) and delegated operational tasks to promote equal division of labor (chore charts, daily cleaning routines).

• Processed financial documents including contracts, expense reports and invoices.
• Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company policies and procedures.
• Monitored daily and weekly schedules and monthly calendar obligations for 3 technicians.
• Directed customer communication to appropriate department personnel, in addition to providing information to resolve inquiries and bolster customer satisfaction.
• Verify and review forms and reports for compliance with company regulations and procedures. Enter and track information into appropriate computer programs.
• Contacted customers via phone and email to confirm deliveries and follow up with inquiries.
• Assisted with administrative tasks, including filing, answering phones and customer care.