- Recorded, processed, and saved commission data using Excel, Brokerage Builder, and Applied EPIC.- Assisted in reconciling monthly commissions to ensure accurate and timely payments to agents.- Collaborated with colleagues on various projects, providing support to meet team goals.

- Coordinated the onboarding process for new clients by collecting intake information and required documentation.- Responded to client inquiries promptly.- Ensured client requests were managed efficiently and within set timeframes.- Assisted clients with enrollment in Medicare and Individual (IFP) coverage.

- Managed enrollment and termination processes. ensuring each client's needs were addressed promptly and accurately.- Verified that clients were enrolled in the appropriate Medical, Dental, Vision, and Life Insurance plans within specified timelines.- Assisted in the annual renewal process by obtaining renewal details for clients.- Uploaded renewal documents to the Brokerage Builder Server, enabling Account Managers to access and present updates to clients effectively.

- Delivered a positive customer experience and courteous service.- Balanced and reconciled the cash register drawer at the end of each shift.- Handled food and bakery items carefully, adhering to company guidelines and safety standards.- Resolved customer inquiries and issues promptly and professionally.- Maintained a clean and safe workspace by following established protocols and regulations.