Melissa Naemi

· Assisted 2 financial planners in opening new accounts and maintaining current accounts.

· Managed a team of 5 insurance agents and trained them; acquainted them with varied insurance products used by organization to ensure knowledgeable salesmanship, contracted them with various insurance companies and provide back-office support.

· Open investment accounts and process transfers

· Keep up to date with rules and laws

· Assist clients with online access

· Interview prospective clients to obtain financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage.

· Customize insurance policies, calculate premiums and establish payment method.

· Ensure that policy requirements are fulfilled, including ordering medical exams, the completion of appropriate forms and working with the underwriter to get an approval.

· Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life, long term care, disability, cancer, accident expense, critical illness, hospital indemnity and health insurance.

· Analyzed existing insurance policies and explained details of amount to the insured.

· Managed premium bookkeeping for the county

· Payroll twice a month

· Order investment prospectuses, retirement kits, insurance applications, brochures and office supplies.

· File various types of insurance claims such as disability, long term care, accident, cancer, critical illness and death claims.

· Run monthly insurance and financial reports for clients and associations.

· Maintained customer records and handled policy renewals.

· Provide annual audit support, hold accountable for all paperwork.

· Enjoy helping clients meet their insurance and financial needs.

· I am willing to further my education to meet any required qualifications

• Conducted notarizations for various legal documents and agreements.
• Verified identities through government-issued identification checks.
• Facilitated communication between clients and legal representatives.
• Managed client appointments and maintained schedules efficiently.
• Assisted clients in understanding the notarization process clearly.
• Ensured compliance with state regulations governing notary practices.
• Provided professional guidance on document preparation requirements.
• Visited various sites statewide to provide mobile signing services.
• Conducted detailed quality control checks on every document before returning them back to employers or lenders.
• Delivered completed loan packages within specified deadlines set by employers or lenders.
• Completed continuing education courses to stay updated on Notary Signing Agent practices.