- Devised benchmark analyses to compare value of client’s current policies to market- Processed and completed tax forms 5500s, 5558s & PCORI Fees - Gathered large quantities of data to create Excel reports for management - Compared current health and welfare policies to the renewal for any changes in coverage - Coordinated a client’s wellness fair - Presented and conducted several presentations for management

- Developed curriculum and trained agents in customer service, sales and business retention - Managed difficult and complex coverage and customer accounts - Designed management system and follow-up protocol for all agency claims - Led a team of customer service representatives and sales staff in quality control relative to daily operations and overall office goals - Supervised office operations in absence of agency principal

- Quoted and processed all new commercial applications and renewals in workers compensation, commercial property, professional and general liability, E&O, and umbrella coverage - Conducted field investigations for underwriting information gathering and verification - Served as point of contact agency with all commercial carriers - Met with clients to analyze their insurance and financial needs

- Quoted and processed all new business applications for life, property and casualty- Handled marketing and sales at local businesses- Followed up to ensure customers had adequate and appropriate coverage

- Quoted and submitted all new business applications for insurance- Processed all policy endorsements at client’s request