Maintains and fosters strong client relationships by scheduling and conducting personal insurance reviews to determine appropriate coverage. Prospects and initiates new business sales by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.

Prepared required documents for closing and handled the complete disbursement and follow up process of all escrow transactions. Interpreted earnest money agreements related to holding funds as well as accepted documents for recording and submittal directly to the county.

Served as the first line of contact for all financial services including membership applications, new accounts, loans, and all services associated with Delta Community products.

Served as a Team Leader to support over 500 associates in the contact center with questions and customer escalations. Provided mentorship, professional development, and coaching to team members and other associates in the contact center.