Owner

• Mar 2017 - Present

Sales Manager

• Feb 2015 - Mar 2017

Solving problems Sustain positive relationship with customers Explain policy coverage, limits, and exclusions Requote /rewriting existing policies, reducing customer’s premiums Finding opportunities to cross sell insurance Monitor employees work, confirming policies are written correctly Solving problems Sustain positive relationship with customers Explain policy coverage, limits, and exclusions Requote /rewriting existing policies, reducing customer’s premiums Finding opportunities to cross sell insurance Monitor employees work, confirming policies are written correctly

Support Staff

• Oct 2013 - Sep 2014

Maintained and organized extensive electronic filing system to streamline operations Requested and processed policy documents from customers clarifying any questions Submitted client payments and explained their remaining balance and payment plan Completed preliminary quotes for home and auto policies Called customers offering other lines of insurance Maintained and organized extensive electronic filing system to streamline operations Requested and processed policy documents from customers clarifying any questions Submitted client payments and explained their remaining balance and payment plan Completed preliminary quotes for home and auto policies Called customers offering other lines of insurance

Data Analyst

• Dec 2012 - Sep 2013

Tasked with the ongoing monitoring of new information entered in companywide databases to ensure compliance with corporate policy and data accuracy Evaluated airplane parts to determine their interchangeability and support business operations and sales goals Analyzed, organized, and modified large volumes of data using Excel for decision making purposes Responsible for analyzing, improving and maintaining inventory database to reduce redundancy Implemented a new form of part identification to facilitate the financial reporting processes Drafted company procedure Show less