Valerie Diaz

● Manage 3 employees and conduct performance reviews 1 time a Quarter per employee.

● Recruit and hire 1 to 2 team members annually on average.

● Organize office activities to increase efficiency by 10% or more.

● Conduct payroll for 15 employees 1 time weekly.

● Created, maintained and updated filing systems for paper and electronic documents.

● Interfaced with 100+ clients weekly to earn a 95%+ customer satisfaction rating.
● Coordinated files, moving schedules, and submitted and recorded weight tickets.
● Prepared moving packet paperwork for drives.

● Managed 8 employees and trained on skills and best practices to boost confidence and productivity by 10%
or more.
● Answered live lead inbound calls to generate new business and maintain and update client profiles.
● Responded to inquiries and answered customer queries.
● Recruited, hired, and onboarded employees.

● Responded to inquiries, in took payments, and binded policies.
● Interfaced with clients to assess insurance coverage,
● Performed general policy underwriting and resolved customer complaints.
● Marketed the business and presented information to acquire referrals and new business.

● Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

● Recruited, hired, and trained new employees.
● Sold insurance, marketed the business, and worked leads.
● Responded to inquiries, resolved complaints and maintained customer satisfaction.
● Processed accounting to ensure correct deposits were made daily.
● Managed staff to maximize workflow efficiency and maintain compliance.