Assistant Vice President of Operations

• Dec 2018 - Present

Operations Administrative Workload Coordinator

• May 2016 - Present

Operations Administrative Support Representative

• Jul 2015 - Apr 2016

• Sorting, renaming, and reformatting incoming requests via enterprise email and/or fax• Document identification and data entry (includes entering customer information and correspondence via email)• Performing daily tasks related to preparing reports, client documentation and request organization, semi-automated back office processing, and reconciliation• Assisting with multiple projects as assigned• Ad-hoc report generation• Creating and maintaining team policy resource guides• Development track to assist with reporting, research, and related projects using Excel and internal software• Development track to follow up on audit requests and investigate client accounts in regards to internal and regulatory requests • Other tasks as they arise

Insurance Agent

• Aug 2013 - Oct 2014

• sell policies that protect vehicle owners from financial loss through damage, car accidents or motor vehicle theft • communicate with clients or insurance companies • creating and offering individual offers to customers • sell policies that protect vehicle owners from financial loss through damage, car accidents or motor vehicle theft • communicate with clients or insurance companies • creating and offering individual offers to customers