Insurance Agent
Sanders Bookkeeping and Tax
Williston, FL
03.2022 - 07.2024
- Assessed customer risk levels and recommended appropriate coverage options.
- Scheduled meetings with prospective clients to discuss available products and services.
- Provided customers with information regarding plan features, pricing, and availability.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Processed payments received from clients promptly according to established procedures.
- Contacted underwriters and submitted forms to obtain binder coverage.