- Serve as a liaison between Underwriters and Brokers by handling endorsement, quote, and general inquiry tasks and requests, allowing meaningful connections to grow with both parties- Deliver excellent service to Brokers and by proxy Members, maintaining over an 85% average audit score- Quote new business, helping to drive new Member acquisition, and analyze upcoming renewal candidates with activity for Underwriting to help keep up with company standards- Assist in training of new hires with shadowing sessions and by leading systems training presentations- Manage the demands of multiple projects by organizing time efficiently to ensure tasks are completed accurately and in a timely manner

- Responded to member and agent inquiries accurately and efficiently through various channels allowing for ease of business and exceptional customer service- Ensured quality customer interactions resulting in complete member and agent satisfaction- Demonstrated flexibility and the willingness to adapt and learn in a multi-systems computerized work environment and able work independently or in a team environment- Resolved accounting discrepancies and helped troubleshoot system issues- Maintained updated knowledge of internal processes and industry best practices to optimize service deliver

- Assisted with project management for a variety of areas such as sales incentive plans, IT, Loss Prevention and service programs- Handled office management tasks for the Clubhouse, such as attending to all IT needs, administering company email accounts, coordinating shipping/deliveries of product, and managing event operations- Provided analysis in support of driving key performance indicators to drive revenue- Represented Charleston on the company wide Employee Committee and was recognized at an annual company conference

- Acted as the initial point of contact for all customers upon arrival, and made sure all requests were handled effectively by providing seamless communication and realistic expectations- Generated sales and created hundreds of leads for our sales team by explaining the benefits of using our services to inquiring individuals over the phone, email and in person- Kept inventory organized, monitored appointment calendars, and closely observed all applications used within the company to ensure daily duties were executed in a timely manner- Received two peer nominated awards within 12 months