Kacie Roth

• Manage and process international student rosters to ensure accurate insurance coverage using excel daily.
• Assist students with insurance claims, providing guidance and resolving issues efficiently.
• Conduct individual rate meetings for students, ensuring tailored solutions are presented.
• Collaborate with team members to discuss and implement improvements for a new school portal.
• Handle manual invoicing for schools, ensuring accuracy and timeliness in billing processes.
• Respond promptly to emails from school administrators and students, addressing inquiries and maintaining strong communication.

• Prepare; paperwork to open brokerage accounts, Initiate the process of life insurance and annuities, and new client paperwork
• Meet with clients to complete paperwork
• Completing the final review process and submitting of paperwork.
• Meeting individually with advisors to make sure clients' needs are being met.
• Fluent in Microsoft Word and Excel, as well as many other financial programs.
• Scanning checks, initiating transfer's, and pulling funds via EFT.
• Initiate rollovers with clients via conference call or in person.
• Communicate daily with clients, broker-dealers, and other financial institutions.
• Prepare a presentation folder for client visits
• Assist with work events
• Answering phones and sorting incoming mail
• Processing death claims
• Completing application requirement followups
• Research and update the current status of client accounts.
• Strong email communication.
• Provide ideas to change processes to become more efficient.
• Reviewing statements and matching stock transfers.

I was a teller at Members Advantage, I would serve members by completing account transactions. I provided account services to customers by receiving deposits and loan payments, cashing checks, and issuing savings withdrawals.

I would answer phone calls every day providing answers to any questions members may have. I have worked with Excel entering data as well as keeping transaction records.

I worked at the Copy Center taking customer orders. I answered phone calls. I prepared orders for customers. I worked closely with different individuals and companies on their orders to ensure their needs were met.

I would serve residents drinks, food, as well as anything else they may need. I also got to spend time with residents helping them get around and cutting their food. I loved spending time with residents and getting to hear all about them and their lives. I completed all of the fire safety and basic health training.

I also cleaned in the kitchen, as well as prepared for next week's services