Alexandra Shoemaker Email & Phone Number

Chalfont

Fort Washington, PA

• Performs front desk operations, including greeting clients, answering phones, responding to customer inquiries, and processing company mail.
• Responsible for property insurance payments and expirations and maintaining customer relationships.
• Maintains running client database, which includes customer information, insurance statistics, and credit notes.
• Executes property loan operations, including entering of new loans, scanning and digitally cataloging completed loan files, and inputting referral sources into company database system.
• Produces document binders of successful loans to be submitted to the bank.
• Addresses company office needs and orders supplies accordingly

• Received and processed certificate requests for residential and commercial clients.
• Reviewed incoming correspondence and distributed to appropriate personnel.
• Lead point of contact for all customer service and account inquires.
• Assisted management in producing Excel reports for new clients.

Initiated administrative tasks including editing paperwork, making phone calls and filing office mail. Communicated with children’s parents or guardians about daily activities, behaviors, and related issues. Maintained up to date records on each child, including daily observations and information about activities, meals served, and medications.