Lori Epp Email & Phone Number

Germantown, Ny, Us

Bellport, Ny

Setup new vendors in QuickBooks. (Accounting Program)Invoice new business and renewals.Process payments from credit cards and checks, including setting up auto payments.Input bills and issue checks.Run accounts receivable aging reports and work with vendors on payment plans in order to collect any outstanding revenue.Sales and sales support, which includes creating proposals for new business and renewals, along with finding leads.Manage registration at Long Island’s largest bridal show.Create and communicate new ideas to keep the business current and running efficiently.Perform administrative duties such as answering phones, opening and distributing mail, and filing.Research and investigate new users and vendor inquiries.Proofreader for staff writer.

Lake Success, Ny

Expanded upon previous responsibilities at Allied North America to include:Review and send out policies to insuredsProcess endorsementsRequest and analyze loss experience reportsIssued certificates of insuranceWorked in paperless environmentTrain new hires on system and proceduresCreate procedure manual for commercial lines departmentOnline rating of policies

Jericho, Ny

Setup new business marketing filesCreate Submissions & ProposalsWorked in Sagitta (Insurance Company Program)Utilized DMV system, AM Best Guide, SilverplumeCreated Applications, Binders, Auto ID Cards and InvoicesEstablished relationships with carriersHandled renewal files.

New Hyde Park, Ny

Expanded upon previous responsibilities at King Wire, Inc. to include:Broadened customer base to overseas clientsVisited customers to build relationship and salesRepresented TEC at trade shows including the NAED and the Electric Show 2000Worked as a liaison to outside sales agents.

Jamaica, Ny

Created a strong customer followingTracked the progress of orders to ensure timely deliveryDeveloped own customer baseMonitored customer accounts for up-to-date statusPurchased materials from various vendorsPrepared proposals and quotationsOffered technical assistance

Kingston, Ny

Interviewed and hired staff in person and by phoneArranged and facilitate eventsProcess new hire paperworkConducted new hire orientationsServed as a liaison to the Data Capture department, which staffs over 400 employees during peak season

Kingston, Ny

Created strong customer followingMotivated staff to achieve company and store goalsExecuted Metro-Pak, a merchandising tool used in the companyAssisted in other Lerner NY stores in the district when neededInterviewed, hired, supervised and evaluated staffAchieved awards for outstanding salesCreated and communicated an efficient method of completing daily tasks which saved valuable timeImproved store morale with positive reinforcement

New York State Insurance Brokers License

Associate Of Arts And Sciences (A.A.S.), Business/Commerce, General