● Process various documents such as cancellations, certificates of insurance, endorsements, Auto ID Cards, proposals, applications, policies, renewals, binders, audits, claims, non-renewals, etc.● Prepare and present proposals, and recommend coverage based on client’s needs● Create and maintain detailed task notes through agency management system, EZLynx; Prepare and calculate premiums, invoicing, commissions and other accounting related functions through EZlynx● Demonstrate excellent organizational skills and perform daily functions with accuracy and efficiency to prevent agency errors & omissions

● Communicated with insurance carriers to identify terminated policies● Reviewed insurance applications using ImageRight to enter insurance plans into system database and enrolled members in carrier systems● Utilized pivot tables to review and correct data discrepancies, Updated CRM system with policy data

● Collaborated with co-intern to analyze individuals’ and corporations’ expenses into Excel● Communicated with customers regarding deed fraud complaints and illegal cigarette matters● Analyzed financial data checking for inconsistencies and errors