Member of the Management Team responsible for administrative staff functions, software integration and general office operationsManage and lead weekly team meetings for education and workflow training as it pertains to Applied SystemsDeveloped agency wide Applied Systems workflow manual to increase agency efficiency, production and retentionCreated customized form letters to improve consistency and reduce Errors and Omissions exposureTrained new associates on the uses of Applied Systems and agency workflowsGenerated reports in order to audit and maintain Applied Systems use and accuracyFacilitated detailed agency wide monthly reports showing profit and lossEducated team members in Microsoft Office applications Personal Lines Sales and ServiceSkilled in obtaining multi-line packages from new and existing clients Processed rewrites for policies in various non-renewal programsKnowledgeable on various insurance statutes and state laws as well as company products, policies and guidelinesMarketingManaged and designed marketing literature to reduce overhead costsCoordinated and managed direct mailings and newspaper advertisementsRepresented Barton Insurance at various networking events and trade shows to discuss personal, commercial, and life insurance inquiries from the general public as well as other vendors

Transcribed and interpreted medical ordersScheduled patient medication Analyzed patient cardiac monitor information and pulse oximeter readings Assisted doctors and nurses as needed