• Creates, updates and reviews Annual Exposure Reviews for all Commercial Lines customers to assist in the processing of timely renewals• Checks policies as they are issued to ensure they have been issued per binding instructions• Organizes electronic customer files to ensure they include all agency documents• Creates/Develops certificates of insurance, auto ID cards, and minor policy changes on a day-to-day basis as needed• Assists Account Management Team Lead in: o Claims reporting process o Working with existing policyholders to process various policy changes and requests throughout policy term o Answering questions and providing coverage evaluation and quotes based upon the appropriate market, meeting the needs of agency prospects and clients

•Offers exceptional customer service by answering and routing phone calls appropriately, preparing for and greeting guests into the office, and promptly responding to customer requests as needed•Accurately and efficiently completes invoicing for new policies, renewal policies, and endorsements•Promptly assists in completing requests for certificates of insurance •Successfully reorganized and completed a comprehensive Receptionist Training Manual and aided in the facilitation of new receptionist training•Completes daily deposit for payments received from insurance agents, policy holders, and finance companies•Updates and creates forms and documents to be utilized as marketing tools for new and existing clients•Collaborates with IT Manager and helps complete tasks such as; oSetting up accounts for agents to access a secure portion of the company website oFacilitating training on various topics (new phone system, new features and programs available, etc.) oPerforming monthly updates to Northland Formaker and Legacy Rating programs oRunning reports using Microsoft Access for others in the office as requested oMaintaining printer/copier inventory and maintenance of machines in the office

•Promoted in two months due to exceptional work ethic, drive, and results in accomplishing set goals within deadlines given•Communicated directly with customer regarding loan process while building a quality, lasting relationship between Wells Fargo and the customer•Gathered appropriate and accurate documentation from borrowers and other state, county, and private institutions to complete loan funding within set deadline•Worked closely with others in the Home Mortgage Department to accomplish goals as a team•Provided quality customer service while maintaining a pipeline of 60 to 90+ loans at one time

•Successfully completed daily office tasks in a timely manner and in a high pressure environment•Maintained confidentiality and professionalism with clients, employees, and other public and private institutions•Provided excellent customer service and made suggestions to continually improve company approaches•Set up several fundamental company policies, such as company PTO, the hiring and payroll processes, and several training/work manuals •Aided in the administration of group health insurance and benefits •Instrumental player in the development of a software program specifically designed for the company