Experience

Summit Planners

• United States
• Travel Arrangements
• 1 - 100 Employee

• Secretary

  • Oct 2018 - Present

  1. Preparing paperwork for new or existing policies 2. Follow up with client renewal payment & claims 3. Preparing portfolio analysis 4. Do up summary reports in google sheet / excel 5. Data entry in system for all policies inforced 6. Handling client's enquiry 7. Assisting client with changes of personal details / payment frequency / funds 8. Qoutations from various insurer 9. Working for a team of MDRT, COT and TOT 10. Scanning, printing, shredding documents 11. Training new personal assistants for different advisers 12. Checking with insurers on policy matters 13. Preparing client's investment funds in google sheet and processing fund switches 14. Making sure all documents are in order, properly filed Show less