Office Manager/ Sales Producer: Utilized Hawksoft Management System- primary responsibilities include quoting and issuing new business policies, servicing existing policies, process downloads and backups for daily transactions, posting payments to company website as well as management system. Document updates for each company, commission schedules and underwriting guidelines. Work all incoming mail, scan and attach to each client and process any change requests from walk-in or call-in clients.Personal Insurance : Homeowner, Automobile, Watercraft, Umbrella, Dwelling Fire, Secondary & Seasonal Homes, Motor Homes & Manufactured Homes, Renter's , Recreational Vehicles, Collector's Vehicle policiesCommercial: General Liability, Property , Worker's Compensation, EPLI and more.

Property and Casualty Insurance- acquire new business, update exisiting client information and processed annual reviews for personal lines clients

Personal Lines CSR- Applied Management System- serviced personal lines accounts, monitored annual reviews, worked with carriers on several book rolls to other companies, filed all claims with each company, met with marketing representatives for new updates, serviced VIP accounts and round-outs for the mono-line accounts.Companies: Auto-Owners, Travelers, Allied, Encompass, Grange, Cincinnati, Hartford, Safeco, Universal Property and Casualty, Omni Insurance, National Lloyds, Progressive, Foremost, Hanover, Southern Trust, Westfield, State Auto, CNA, EMC, Haulers Insurance Company and Utica- also worked with the surplus and excess line carriers such as RPS, SIU and TAPCO in personal and commercial line accounts