Katarzyna Segoviano

Serving customers by:
- Filling out the applications to obtain health insurance from Medicare
- Searching for doctors that are in the network to help customers get easy access to medical specialists
- Performing client's Drug Reviews to find the most convenient and affordable insurance plan
- Preparing needed documents such as letters and forms and making sure they are mailed out on time to meet the dateline
- Write and mail out courtesy cards to the clients, including appreciation cards, get-well cards, Xmas cards, etc.
- Assisting with project management tasks like tracking deadlines
- Scanning and failing documents
- Making sure all office documentation is in order and easy to find while needed

Performing small business accounting that includes:
-business account reconciliation
- checking income and expenses of the company
- matching deposits and withdrawals to the balance sheet
- making sure that the financial record of the company is accurate and consistent
- identifying and correcting errors in data entry
- preparing tax documents

- Maintaining accurate filing systems, reducing document retrieval times and enhancing overall organization.

- Completing clerical tasks such as filing, copying, and distributing mail.

- Performing a high level of customer service,

- Greeting customers, resolving complaints

- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.

- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.

- Built relationships with customers to encourage repeat business.

-Managed returns, exchanges, and refunds by store policy.

-Prepared merchandise for the sales floor by pricing or tagging.