Leslie Thomas

Answering and directing incoming calls. Explaining insurance policies, procedures, and regulations to clientele. Processing and reviewing applications for property and casualty insurance. Reviewing policies for accuracy and missing information. Running sales quotes, and issuance of new policies for personal auto and homeowner policies. Building and maintaining strong relationships with clients and new customers. Maintenance of existing policies and customer database. Reviewing policies for rate changes and upcoming renewals. Filing claims of accidents. Handling discrepancies and complaints. Cash handling and balance of daily till.

Answering and directing incoming calls. Explaining insurance policies, procedures, and regulations to clientele. Processing and reviewing applications for property and casualty insurance. Reviewing policies for accuracy and missing information. Running sales quotes, and issuance of new policies for personal auto and homeowner policies. Maintenance of existing policies and customer database. Building and maintaining strong relationships with clientele and new customers. Reviewing policies for rate changes and upcoming renewals. Filing claims of accidents. Handling discrepancies and complaints. Cash handling and balance of daily till.

Answering and directing incoming calls. Explaining insurance policies, procedures, and regulations to clientele. Processing and reviewing applications for property and casualty insurance. Reviewing policies for accuracy and missing information. Running sales quotes, and issuance of new policies for personal auto and homeowner policies. Maintenance of existing policies and customer database. Building and maintaining strong relationships with clientele and new customers. Reviewing policies for rate changes and upcoming renewals. Filing claims of accidents. Handling discrepancies and complaints. Cash handling and balance of daily till.

Developed and implemented program protocols. Facilitated community events. Conducted individual and group assessments to identify participant needs. Delivery of program supplies. Educate participants regarding the benefits of alternative means of transportation. Maintaining all office supplies and orders. Communication with team members on new protocols and program needs.

Answering and directing incoming calls to appropriate agent. Taking messages as needed. Coordinate and schedule agent appointments and agent trainings. Maintenance of existing policies and customer database. Building and maintaining strong relationships with clientele and new customers. Data entry of client address and personal information changes. Processing agent and agency payroll. Handling discrepancies and complaints. Cash handling and balance of daily till. Processing daily agency mail, faxes, emails and chats. General office duties as assigned.