Cassandra Beach Email & Phone Number

Pagosa Springs, Co, Us

Remote

Virtual Worker

Virtual Worker

Job Duties:• Analyze and evaluate the risk potential of new business submissions while researching the applicant’s business operations and pertinent coverages. • Negotiate premium and terms with designated territory agents. • Create new business strategy for a $2.9M NJ territory as well as individual agent objectives and needs.• Conduct informative virtual meetings with agency partners.• Conduct presentations and trainings as an Auto Resource.• Mentor new underwriters on underwriting and agency engagement techniques, business acumen, and organization skills; as well as review their referrals. Projects: • Championed new risk engineering software by presenting on the benefits and capabilities of the software. Supplemented the training with several interactive virtual learning sessions.• Member of the advisory committee for new result tracking software. Provided recommendations and ideas for the upcoming release, as well as provided feedback during the testing stage of the program rollout. • Project Lead for Owning Your Territory, in which ideas were developed into a new website with tools and tips for Underwriters in regards to the sales and management aspect of our individual territories. • Earned certification in Adobe Connect and presented its benefits to Management and Staff. Provided continual training for its use. • Developed bi-weekly emails on the Value Strategy Council, which highlighted the benefits of different insurance coverages using scenario examples. • Selected for underwriting expertise on several internal projects, including for increasing quote flow and new Guidewire software.Awards & Recognition:• Honor Circle Award• Nominated for Exceptional People Award

Verona, Ny

• Performed the nightly audit to ensure billing was correct and credited to the appropriate department. • Cross-trained in all areas of front services, including Valet, Bellman & Doorman. • Revised front desk files to be professional, accessible and email compatible. Restructured the Front Desk Standard Practices Excel Spreadsheet with a table of contents; and updated with an array of topics used on a daily basis.

Yorkville, New York

• Used two MLS systems, Microsoft Office, Coldwell Banker’s online tools, Adobe Photoshop & Acrobat to create marketing materials, contracts and correspondences. • Developed organized system to keep track of all sales; thereby increasing the Realtor’s overall productivity.

Master Of Science - Ms, Applied Business Analytics

Bachelor Of Business Administration (Bba), Business Administration And Management, General