Service, maintain, and improve day-to-day operation of the Specialty Program unit ensuing complete quality customer service to the clients, agents of service, providers of service and all other individual requests received through the Specialty Program department in an efficient, prompt, equitable and fair manner. Work directly with internal and external customers to assure accurate and timely responses to inquiries. Perform presentations to employer groups and their employees. Work closely with all other departments within the company. Manage new client implementation. Assist with client renewals

Worked with customers on their personal insurance and financial portfolio. Tailoring, selling, and servicing insurance policies based upon information garnered and reviewed from the client. Worked with existing customers and prospects to determine their needs and helping to choose coverage best suited to protect their future and assets. Able to establish a genuine rapport so the customer was confident in returning for future needs and in referring their friends and family to the agent and the company.

Worked alongside producers with company HR managers and business owners to tailor benefits packages. Quoted, sold, and serviced insurance policies for medical, dental, vision, disability, life, critical illness, and other ancillary insurance products for current and potential employees. Compiled group census information and other relevant data to determine needs and customized proposals that best fit the company and would attract quality job candidates. Worked within existing book of business on renewals, including expanding products offered, Networked to bring in new clientele. Other job duties included data entry, filing, and administration & reception responsibilities where needed.

Worked with customers on their personal insurance and financial portfolio. Tailored, sold, and serviced insurance policies based upon customer information to help them determine needs and to choose the coverage that best protected their assets. Customer service oriented, also providing financial products and planning, including bank products such as loans, checking, savings, and credit card accounts. Data entry, spreadsheets, point of sale, administrative, and some reception responsibilities.