Nicole Corrao
Baldwin
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of managing accounts, including billings, renewals, and the filing process.
Overview
6
6
years of professional experience
Work History
Assistant Account Executive
Specialty Program Group
07.2021 - Current
- Ensured each step of the renewal process was handled in a professional and timely manner before the due dates.
- Managed the billing process for all accounts
- Demonstrated expertise in various industry tools, enabling efficient monitoring and management of client accounts.
- Managed multiple accounts simultaneously, ensuring timely delivery of high-quality work for all clients.
Licensed Life Insurance Agent
New York Life Insurance Co
11.2020 - 07.2021
- Conducted comprehensive risk assessments to determine appropriate coverage levels and premium pricing for clients.
- Navigated a highly competitive market environment by leveraging extensive product knowledge and superior communication skills.
- Developed targeted marketing strategies to attract new clientele and expand overall business growth.
- Increased cross-selling opportunities by identifying potential gaps in clients'' existing coverage, ultimately strengthening their overall protection plans.
- Educated clients on the importance of life insurance as part of their overall financial planning strategy.
- Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
- Adhered to strict industry regulations and compliance requirements, ensuring the highest level of ethical conduct in all client interactions.
Administrative Assistant
VC Insulation Inc
04.2019 - 11.2020
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Education
Assocaites of Liberal Arts And Science - Liberal Arts And Sciences
Farmingdale Sate College
Farmingdale, NY05-2017
Skills
- Sales support
- Data interpretation
- Customer service
- Customer relationships
- Written and verbal communication
- Account planning
- Microsoft office
- Microsoft Excel
- Adaptability and flexibility
- Bill payment and recordkeeping
- Reliability
- Time management
Timeline
Assistant Account Executive
Specialty Program Group
07.2021 - Current
Licensed Life Insurance Agent
New York Life Insurance Co
11.2020 - 07.2021
Administrative Assistant
VC Insulation Inc
04.2019 - 11.2020
Assocaites of Liberal Arts And Science - Liberal Arts And Sciences
Farmingdale Sate College
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