Kelsey Wright

• Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
• Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
• Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner in their respective industries.
• Assisted in the onboarding process for new clients, ensuring a smooth transition into the company's roster of accounts.
• Traveled to Polaris, Ohio to attend Century Insurance Company’s underwriting training.
• Responsible for the successful training of new broker assistants
• Attended online courses towards Associates in Underwriting Designation. Expected to obtain designation no later than the end of October

• Managed documentation related to trade executions and settlements, facilitating smooth transaction processes for clients.
• Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
• Facilitated seamless transition of accounts during broker changes by effectively coordinating with both internal teams and clients.
• Contributed to increased client retention by consistently providing exceptional customer service and support.
• Obtained Maryland Property and Casualty Insurance Producer License

• Identified and resolved process issues to drive optimal workflow and business growth.
• Enhanced team productivity with thorough training and ongoing support for new and existing associates.
• Demonstrated strong attention to detail, catching discrepancies before they impacted overall operations or customer satisfaction.

• Provided QC for brokerage outsource processing cancel team

and OIP

• Utilized both Citrix Workspace, ODEN and ARIIS(now known as Titan)

• Obtained the responsibility of Administrative rights in Concept

One

• Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
• Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
• Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
• Rotated merchandise and displays to feature new products and promotions.
• Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.

• Prepared Handcrafted Starbucks beverages, completed coffee passport and trained new employees
• Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
• Completed opening or closing procedures diligently as required, ensuring proper store readiness each day for smooth operations.

• Managed employees, paperwork and specialty orders

• Controlled inventory of entire department through ordering

and inventory control

• Exceeded sales expectations and goals

• Achieved Presidential World Class Superior Customer Service Certificate from President