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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Clearance Manager
      • Apr 2018 - Present

    • Clearance Coordinator
      • Jan 2014 - Present

      View, log and ensure only one team is working on a specific account through the use of company resources. Notify all parties involved immediately if a duplicate is found. Set up files for each line of coverage and create a task for the brokers to continue the process of collecting quotes to forward to the agency. This is a fast-paced position requiring accuracy and promptness.

    • Telecommunications
    • 700 & Above Employee
    • Online Sales, Service & Saves Specialist
      • Feb 2012 - Apr 2013

      Customer service in call center for a telecommunications company - accept incoming calls via computer while meeting specified sales metrics, handle many business related issues including billing. One call resolution is my goal. Customer service in call center for a telecommunications company - accept incoming calls via computer while meeting specified sales metrics, handle many business related issues including billing. One call resolution is my goal.

    • United States
    • Wholesale Building Materials
    • Administrative Coordinator
      • May 2011 - Aug 2011

      To introduce a plan and procedures for the SF&I products (Supply, Furnish & Install): detail oriented including ordering the products sold, processing payments for the products, noting commission to the sales consultants, indicating labor to be paid to installers...tracking each separate product to allow evaluation of profitability by the directors of the company I set the groundwork around the NEW products slated for trial in the marketplace and initiated team building conference… Show more To introduce a plan and procedures for the SF&I products (Supply, Furnish & Install): detail oriented including ordering the products sold, processing payments for the products, noting commission to the sales consultants, indicating labor to be paid to installers...tracking each separate product to allow evaluation of profitability by the directors of the company I set the groundwork around the NEW products slated for trial in the marketplace and initiated team building conference calls. I also created training guidelines and handbook. Show less To introduce a plan and procedures for the SF&I products (Supply, Furnish & Install): detail oriented including ordering the products sold, processing payments for the products, noting commission to the sales consultants, indicating labor to be paid to installers...tracking each separate product to allow evaluation of profitability by the directors of the company I set the groundwork around the NEW products slated for trial in the marketplace and initiated team building conference… Show more To introduce a plan and procedures for the SF&I products (Supply, Furnish & Install): detail oriented including ordering the products sold, processing payments for the products, noting commission to the sales consultants, indicating labor to be paid to installers...tracking each separate product to allow evaluation of profitability by the directors of the company I set the groundwork around the NEW products slated for trial in the marketplace and initiated team building conference calls. I also created training guidelines and handbook. Show less

    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Broker Assistant / Underwriting Assistant
      • Sep 1999 - Sep 2009

      A liaison between carrier and agent, translating and transferring pertinent information as required. Management of heavy volume of e-mail / phone calls and US Mail / paperless tasks to increase customer satisfaction creating the ability to maintain & grow a book of business. Managing renewal business and keeping current business moving forward by handling endorsement requests in a timely manner as well as acting in an underwriter role for “Program” business. A liaison between carrier and agent, translating and transferring pertinent information as required. Management of heavy volume of e-mail / phone calls and US Mail / paperless tasks to increase customer satisfaction creating the ability to maintain & grow a book of business. Managing renewal business and keeping current business moving forward by handling endorsement requests in a timely manner as well as acting in an underwriter role for “Program” business.

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