Training new employees from receptionists, to processors, to CSRs to sales agents in the field, while also maintaining my own book of business.

I am the Service Team Manager in our high volume, fast paced corporate office. I assist our VP of Service by helping guide our team, training new employees on Applied Epic, Applied Rater and our workflows, and filling in where necessary, I also service our existing clients, quote and close inbound leads to the corporate office, and market cross sell opportunities. In addition, I perform renewal reviews on each policy I service & make welcome calls to new clients.I quote & sell personal lines insurance using Applied Rater and company specific websites. I process endorsements, payments & answer client inquiries.

Worked from home as an independent agent for a small brokerage out of Austin. Worked incoming leads from various sources, generated my own leads, helped train other agents, cross selling.

Worked incoming leads, trained other agents, cross-sold existing clients, processed endorsements, educated clients, customer service.