Sorted client records, entering data into QuickBooks. Reconciled bank statements and provided reports for accountant. Prepared tax returns for individuals using Intuit tax software.

. Perform local underwriting for all types of insurance focusing on compliance with underwriting guidelines. Perform quoting of premiums & completion of applications while focusing on what's important to client & our company. Emphasis on completeness and attention to detail to further facilitate the timeliness of the policies being issued. Audit policy upon issuance to be sure it was issued as applied and reconcile any discrepancies in coverage or premium cost. Assist company underwriters in ongoing underwriting processes to insure that clients are charged appropriate premiums. Contact underwriters and other internal resources to be sure compliance is being met in the best interest of the company. Conduct phone and in person interviews with clients to determine their needs and implement any changes agreed upon. Make recommendations for additional financial and insurance products to meet current and future needs of our clients. Manage and reconcile premium fund account for agency to insure accuracy of banking transactions. Conduct appointments and make appropriate recommendations for customers seeking Mutual Fund investments. Maintain Mutual Fund files focusing on compliance . Exercise Agent Draft Authority to pay selected claims and assist clients in proper procedure in filing of all claims. Provide over the top service to clients while focusing on each one of them as an individual with individual needs. Works with clients to finance autos, boats, refinance homes and secure HELOC's thru State Farm Bank

. Managed agency and employees in the absence of agent while focusing on training new hires for replacement agent. Performed local underwriting for all types of insurance focusing on compliance with underwriting guidelines. Performed quoting of premiums & completion of applications while focusing on what's important to client & our company. Emphasis on completeness and attention to detail to further facilitate the timeliness of the policies being issued. Audit policy upon issuance to be sure it was issued as applied and reconcile any discrepancies in coverage or premium cost. Assist company underwriters in ongoing underwriting processes to insure that clients are charged appropriate premiums. Contact underwriters and other internal resources to be sure compliance is being met in the best interest of the company. Conduct phone and in person interviews with clients to determine their needs and implement any changes agreed upon. Make recommendations for additional insurance products to meet current and future needs of our clients. Managed and reconciled premium fund account for agency to insure accuracy of banking transactions. Exercise Agent Draft Authority to pay selected claims and assist clients in proper procedure in filing of all claims. Provide over the top service to clients while focusing on each one of them as an individual with individual needs

. Managed agency and employees while focusing on staff training and growth of agency thru a direct marketing program. Tracked marketing progress, processes, and statistics to determine rate of growth and success of marketing program. Performed local underwriting for all types of insurance focusing on compliance with underwriting guidelines. Performed quoting of premiums & completion of applications while focusing on what's important to client & our company. Emphasis on completeness and attention to detail to further facilitate the timeliness of the policies being issued. Audit policy upon issuance to be sure it was issued as applied and reconcile any discrepancies in coverage or premium cost. Assist company underwriters in ongoing underwriting processes to insure that clients are charged appropriate premiums. Contact underwriters and other internal resources to be sure compliance is being met in the best interest of the company. Conduct phone and in person interviews with clients to determine their needs and implement any changes agreed upon. Make recommendations for additional financial and insurance products to meet current and future needs of our clients. Conduct appointments and make appropriate recommendations for customers seeking Mutual Fund investments. Maintain Mutual Fund files focusing on compliance . Managed and reconciled premium fund account for agency to insure accuracy of banking transactions. Exercise Agent Draft Authority to pay selected claims and assist clients in proper procedure in filing of all claims. Work with clients to finance vehicles, and open accounts such as certificates of deposit thru State Farm Bank . Provide over the top service to clients while focusing on each one of them as an individual with individual needs

. Performed local underwriting for all types of insurance focusing on compliance with underwriting guidelines. Performed quoting of premiums & completion of applications while focusing on what's important to client & our company. Conduct phone and in person interviews with clients to determine their needs and implement any changes agreed upon. Make recommendations for additional insurance products to meet current and future needs of our clients. Managed and reconciled premium fund account for agency to insure accuracy of banking transactions. Work with clients to finance vehicles, and open accounts such as certificates of deposit thru State Farm Bank . Exercise Agent Draft Authority to pay selected claims and assist clients in proper procedure in filing of all claims. In charge of ordering office supplies, training materials and sales materials

. Directly responsible for 1000+ clients in servicing and selling all lines of insurance. Conduct phone and in person interviews with clients to determine their needs and implement any changes agreed upon. Make recommendations for additional insurance products to meet current and future needs of our clients. Managed and reconciled premium fund account for agency to insure accuracy of banking transactions. Work with clients to finance vehicles, and open accounts such as certificates of deposit thru State Farm Bank . Exercise Agent Draft Authority to pay selected claims and assist clients in proper procedure in filing of all claims

. Completed claims reports and tracked status of claims for office and clients. Paid selected claims using Agent Draft Authority. Managed and reconciled premium fund account for agency to insure accuracy of banking transactions. Directed incoming calls and clients to Agents and other team members. Received payments and processed incoming and outgoing mail