Patrick O'Shea

Optimized department efficiency by assisting management with reporting and analytics as well as various administrative, compliance, and operational duties.

Prepared and presented weekly, monthly, quarterly, and annual Key Performance Indicators Report.

Analyzed and prepared monthly comparisons for the entire Book of Business and individual producers.

Created and compiled Monthly/Quarterly/Annual Production Reports.

Managed several inboxes for service requests and initial insurance quotes requests and would assign the leads to producers on a rotational basis.

Conducted audits of any new business as well as rewritten polices within our agency.

Prepared and analyzed a Risk Dashboard and Cancellation report on monthly basis.

Worked directly with a team of Financial Advisors and helped them with their day to day activities and helped facilitate with preparing and processing any paperwork for new and existing clients.

Prepared and presented AUM reports for the program and individual Financial Advisors.

Handled various tasks directly with clients on an as needed basis that included preparing and processing paperwork from several different investment firms.

Helped managed a general inbox that contained service requests as well as inquires into new products/services.