Develop relationships with appointed agents or assigned product line• Assist agents with questions regarding policies and new submissions• Reviewing policies and endorsements to ensure policies clearly reflect the terms and conditions agreed upon• Execute new and renewal business, endorsements, cancellations, and reinstatement for agents• Perform underwriting file analysis and ensure forms accuracy• Coordinate audit process between carrier and agent

Using internet based programs to file accurate policy information by deadline• Ability to handle confidential material in a professional, ethical manner• Assisting team members with problems and ensure a successful resolution• Reviewing and completing data entry for large volume of policy applications or submissions• Proofreading policies to ensure compliance with internal controls and state guidelines

• Managing project status and deliverables from startup to hand-off• Responsible for tracking all permitting and zoning documentation• Responsible for reviewing and tracking construction drawing’s accuracy• Developed financial tracking and reporting tools• Coordinate communication with municipalities• Responsible for all project status reporting and forecast tracking• Authored training and process manuals

• Responsible for accurate and efficient financial transactions• Modeling strict policies and procedures• Managing customer financial needs in partnership with in-house financial advisors• Consistently exceeded customer and management goals for performance and service

Met company sales goals by utilizing certain sales techniques and communicated the knowledge and importance of the product with the customer. Also recommended merchandise selection or help to locate and obtain merchandise based on customer’s needs and desires. Performed various sales and register transactions including purchases, processing of cash or credit card payments, and counting currency. Maintained an awareness of customers to both increase service levels and reduce security risks. I was up to date with the knowledge on the current policies on payments and exchanges, customer services, security practices, and other applicable operations. I kept up to date with the current sales promotions that were going on as well with visuals with in the store. Contained inventory of the products in the store and reported anything missing to loss prevention