Work with customers daily, answer phones and direct clients to employees, reconcile company bank accounts and various other accounting responsibilities, Experience with quick books, excel, Outlook, Microsoft office, Invoice clients, Handles clients with over due invoices, enters in check and credit card information, Inputs employee information into payroll. Organizes and file customer sale order, invoices, and client information.

Responsibilities on a daily bases include; Servicing policy owners life insurance polices, Address changes, billing changes, name changes, policy corrections, multi-line phone operations inbound and outbound, organization skills, follow ups, Microsoft outlook email system, Lync IMing systems. Use to a high volume of calls and a fast pace work environment. Great under pressure, handled customer escalations and complaints. Also assisted internal customers like agents, providers, producers, finical advisers. Used multiple windows and systems to service various life insurance products. Great verbal and written communication skills.

Handled money, Customer service and worked with clients on a daily bases, worked with the application process for the company credit card, handled merchandise