Assistant To The Renewal Relationship Manager
Assisted with various tasks and projects across departments, gaining exposure to different areas of the company and the professional insurance industryProvided technical support to colleagues regarding software applications and hardware issuesFollowed up with clients via phone and email to assist in our renewal process for professional liability insuranceContributed to team meetings by providing input and suggestions for process improvementsOversaw the implementation of AI tools into our process and gave a presentation on how to use an AI notetaker that we purchasedSorted files from emails into OneDrive and Salesforce, as well as multiple data entry projects using those two applicationsIdentified advisers using IAPD and added them to SalesforceFrom late August to mid September, I trained a new employee to fill in for the work that I was doing over the summer