• Legal Research- Prepared and obtained documents requested for Subpoenas and Litigation requests from our legal partners.• OIPA Grace notices- Mailed/ Emailed/ Created grace notices for OIPA policies that are currently suppressed for various issues.• Power of Attorney- Read over POA documents to ensure they are valid and comply with applicable state or federal requirements. Once in good order, add to appropriate processing system. This also includes Guardianships/Conservator paperwork.• Deceased owner research- Researched who becomes the new owner if current owner is deceased. Read and obtain microfilm, previous ownership changes or new business applications to determine who will become the next owner. Request death certificates or obituaries to confirm the owner is deceased.• Collateral Assignments/ Premium Finance Cases- Add Collateral Assignments and Premium Finance assignments to the appropriate admin system.• Preform/Process multiple weekly rotations - ensure NFN WSL Grace Notices generate or manually create if there is a system error, create NFN ISWL Annual Statements and monitor an NFN policy with a system defect to ensure notices are going to the correct individual.• System Knowledge- Vision, OIPA, ALS, Vantage, Cyber, NFN Systems, PRoM and LCD.• Process work in our misindex queues• Associate of the Quarter 3rd Quarter 2023.

• Managed multiple transactions and systems in a fast-paced environment while exceeding production and quality goals.• Created and provided educational correspondences to clients and agents per their request.• Updated client accounts to ensure other departments have current information.• Examined and resolved customer complaints and issues.• Encouraged teammates to work to the best of their ability.• Volunteered for various projects and assisted with OIPA conversion.• Manage meetings with the service center to open communication and bridge any gaps between IPSO and ISS.• Associate of the Quarter: 1st Quarter 2018, 2nd Quarter 2021

• Series 6 Certified and completed fund exchanges.• Serviced existing Provident life insurance policies and annuity contacts.• Educated clients and agents on their specific policies by finding solutions to their questions about account values, illustrations, general questions and payments.• Exhibited strong customer service skills by building lasting relationships by understanding clients’ needs and providing them with the correct tools needed to maintain their coverage.• Database maintenance while navigating through multiple systems at once to make requests to other departments.• Coached new hires in bull pin to help them learn and navigate through our systems.• Displayed problem solving skills and resolved them in a timely manner.• Maintained a call center availability above department average.

•Monitored four company phone bill accounts to ensure the company stayed within their allotted budget. This included 60+ locations live devices in FL, MI and OH as well as managements devices within the company•Oversaw Staples orders for 60+ locations to ensure the employees were spending wisely and consciously while having the supplies they needed to run efficiently•Handled theft situations within our locations by calculating total loss, correcting inventory, finding replacements and communicating this information to the appropriate parties involved •Assisted with new phone launches and demo installs from Samsung, LG and Apple to ensure our locations were following planograms so our customers had the latest and greatest device information •Compiled weekly cost reports to higher ups to monitor the cost of live demos on the floor in each location•Created purchase orders for our sister company, Wireless RX, for parts ordered through various vendors•Oversaw accessories ordered through our online accessory store•Handled projects as assigned while prioritizing and following up on multiple tasks in a fast- paced environment

• Audited inventory and compiled adjustment reports for 21 stores in the Columbus area and five stores in Michigan (Inventory consists of phones, Mifi devices, tablets and phone accessories) and perform financial adjustments where needed• Generate pullback reports for accessories to prepare them to be sent back to the appropriate vendor and communicate this information efficiently to the store auditors• Pull back old/ aging inventory to prepare to ship back to the distributor

•Distributed various street team materials to businesses around Columbus•Updated in-house promotional tools such as marquees, plexis and websites•Created and implemented marketing campaigns for assigned shows•Ran errands for the various venues associated with PromoWest•Maintained communication•Printed street team and business materials•Set up the venues before shows•Monitored paid advertisements, listings and features in print and online media•Shadowed the talent buyer for The Newport and the Marketing Manager for The LC

•Contacted clients to check on service and equipment, delivering superior customer service•Reached out to customers by phone on a daily basis to build relationships, offer knowledge, discuss account options, and drive traffic to the retail stores•Provided products and services that help customers succeed•Built relationships with clients through communication, conflict resolution, and follow-up of issues as needed•Prioritized and followed up on multiple tasks in a fast-paced environment•Met or exceeded monthly transaction count and performance goals

•Managed 3-4 person shifts including financial responsibilities and financial control•Delegated job tasks to various associates and other managers•Provided training, coaching and supervision •Opened store throughout the week•Conducted phone surveys as a mystery shopper •Monitored and supervised monthly safety and security files•Resolved and understood guests complaints•Answered phones, took orders and made orders•Assisted in celebrating birthdays and created in-store competitions