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Summerville, Sc, Us

Charleston, South Carolina, United States

Summerville, South Carolina, United States

Summerville, South Carolina, United States

Charleston, South Carolina Area

Completed all policy endorsements at this Top 5 Southeastern agricultural Managing General Agency. Worked alongside several insurance agencies in states all over the Southeast on the placement, follow-up and servicing of various commercial insurance lines. Assisted other underwriters and Underwriting Manager with collecting documentation for insurance applications, and prepared documentation for new business quoting. Processed all policy endorsements, including gathering all documentation necessary to meet legal and company mandates, quoting and seeking underwriting managers approval, if required.

Lancaster, Ca

Main priority was the sale of property, casualty, life, accident and health policies; Created relationships with customers and cross-sold insurance and financial products based on their individual needs; Answered customers questions and provided basic education on complex insurance issues to allow customers to make educated insurance purchases and decisions; Guided customers through and acted as a liaison for customers during the insurance claims process; Worked alongside mortgage and escrow companies to facilitate placement of homeowners policies; General office and administrative duties.

Valencia, California

Worked alongside large financial institutions such as Toyota Motor Credit Corp, Nissan Motor Acceptance Corp, DriveTime, and CarMax on the outsourcing of their automobile collections activities; Supervised three office staff and between three and five field agents; Ran all day to day operations and was main point of contact for all clients; Approved and accepted new assignments; Assigned new assignments to field agents and updated clients on status; Handled all invoicing, billing, payment of commissions, accounts payable and receivable and other general bookkeeping; Solicited and entertained new and prospective clients; General office and administrative duties.

San Diego, California

• Assisted customers with purchases, returns, exchanges, and special orders• Merchandise stocking• Clearing fitting rooms and returning merchandise promptly to sales floor• Consistently met daily sales goals and month credit application goals• Part-time position while a full-time college student

San Diego, California

• Responsible for training and supervision of store associates• Assisted with merchandise stocking, store clean-up and customer purchases• Frequently opened or closed store and secured building• Handled cash changes and bank deposits• Was one of only four associates who held a building key, cash room key, alarm code, and safe code• Part-time position while a full-time college student

Bachelor’S Degree, Accounting

Completed 106 units of lower and upper division coursework in general business, accounting, finance, marketing, management and business.

High School