Bookkeeping/Accounting:*Process direct bill company commission deposits*Process vendor payables*Process direct bill reconciliation*Reconcile operating account with bank statement*Process agency bill insured's premium deposits*Process company payables*Reconcile trust account/bank statement/customer receivables report/company payables report*General ledger maintenance*Process payroll, time clock maintenance, time and attendanceReports:*Reconciliations*Balance Sheet*Income Statement*Cash*Budget*Employee Cost/Revenue *Book of Business*Producer Statements*Expiration Lists*Missed Renewals*Activity ReportAgency Management System Maintenance*Close Day*Close Month*Close Year*Night Utilities*Daily DownloadAgency Management Systems:*Applied Tam*Applied Epic*AMS 360*QQ Catalyst*Hock SoftSoftware:ExcelWordAccessQuick Books

Achieved agency business goals through quality recruitment and training of Insurance Advisors. Managed agency operators to achieve company goals and objectives. Formulated action plans for improving agency performance and developed business improvement initiatives based on current market trends and competitors.

Managed the core marketing and sales activities for Capital Insurance Group, conducted market researches to identify new market opportunities and analyzed market trends to identify unexploited or new markets and external opportunities. Developed strategies through market analysis and forecasting, to ensure the organization’s competitiveness.