Lillian Montalvo

Providing licenses, registrations, parking placards, taking payments and other clerical support to the general public.

Greet, engage, thank and provide friendly assistance to customers on the sales floor.

Replenish sales floor shelves, provide shelf maintenance and assist customers with alternatives for out-of-stock products.

Help maintain the cleaniness of work areas throughout my shift, water live goods, and print signage labels if necessary, according to company standards.

Coach for new associates; I review job related duties, safety protocol, give a tour of the store and then have newly hired associates partake with the online learning videos prior to working on the sales floor.

Answer and direct all incoming calls and walk-in customers to the appropriate insurance agent.

Use of job related software to prepare and issue proof of insurance for commercial account policyholders.

Built sustainable relationships and trust with customer accounts using open, interactive communication.

Handle all incoming and outgoing mail, scan and file documents electronically, assist in taking payments from insureds.

Reserved Conference rooms for meetings, training programs and special events.

Collaborated with clients and vendors to arrange catering services, audio and visual equipment, room set-up, and other necessary resources required.

Utilized the management software tool, Event Management System , to track tasks and deadlines associated with conference planning.

Supported the Conference Manager with administrative duties, conducted daily staff meetings, and helped supervise day-to-day operations.