• Convert inbound callers into loyal clientele• Monitor and manage client accounts• Educate clients on home and auto insurance• Perform complex financial transactions

• Manage inbound/outbound client calls in an effective and efficient manner• Process customer transactions• Respond to client inquiries and concerns regarding financial literacy

• Build rapport with customers by employing interpersonal skills• Efficiently process cash and credit payments• Balance financial position at the end of the shift, also assist with opening / closing procedures

• Promote school events and activities throughout the student populace• Collaborate with team members to implement new promotional strategies• Event planning• Develop useful incentives for students to boost their engagement with the organization and increase social media following