• Manages multiple projects through various steps from start to finish• Verifies order integrity for entry in computer• Prepares and distributes sales correspondence with internal and external customers• Follows up with customers to obtain confirmations and approvals• Partners with Market Managers and interfaces with customers for consistent order follow up• Review completion of contract and invoices sales orders, submit returns for credit

• Quoted, sold and processed auto, boat, ATV and property insurance policies. • Preserved customer retention by providing current and accurate information and ensuring clear and concise understanding of policy coverage, rates and exclusions. • Performed policy reviews and policy re-writes confirming customer received best possible coverage and rates.• Maintained inventory of promotional material; assembled literature for existing and potential customers and assisted with various marketing projects.• Responsible for scrubbing data in CRM for reports needed sales and marketing reports and policy reviews and rewrites.

• Developed and maintained an equipment tracking system saving the company approximately $10,000 per year in loss prevention. • Processed new client services accounts, invoiced biweekly and end of month billing and audited client accounts.• Responsible for reconciling accounts payable and accounts receivable. • Assisted walk in clients for non-delivery products producing approximately $500 sales weekly.• Volunteered to take ownership of a significant data entry project which in turn saved the company over $7,000 in travel expenses and salary overhead.

• Created an extensive on-site municipality zoning regulation library which resulted in decreasing valuable time spent researching online municipality websites and aided in meeting stringent client deadlines.• Calculated, tracked and assumed accountability for project expenditures as well as hiring credible and reliable document runners located in specific municipalities.• Managed office inventory stock items and office supplies and monitored a department budget of roughly $5,000 per month and assured compliance with company regulations. • Composed meeting minutes for monthly conference call, coordinated catering and audio-visual support for department meetings. • Orchestrated all catering and events, including; company meetings, off-site company functions and holiday parties.

• Responsible for the planning and execution of trade shows and other revenue generating events which consisted of pre-event logistics, exhibit design and set-up, transportation, security, and allocation of services.• Analyzed data and reported on market situations in group sales meetings which assisted in forecasting sales targets for yearly events. • Prepared daily deposits of ticket sales receipts, handled cancellations and changes in sales orders; communicating the changes with the related departments.• Collaborated with Account Manager and Sales Supervisor to determine essential strategic approaches for sales.