Nicole Mcgregor Email & Phone Number

United States

Royal Palm Beach, Florida, United States

Licensed 220,home and automotive insurance specialistResponsible for new client acquisitionsResponsible for acquisition of monetary funds to be collected and transferred into appropriate accountsMaintain policy standards and criteria as required by corporate state and federal regulationsAssist clients with up to date insurance needs, queries and modificationsMaintain client databaseComputed total costs and profit requirements for customer sales to provide accurate pricingFollow up with customers after completed sales to assess satisfaction and resolve technical or service concerns.

Provided primary customer support to internal and external customers.Initiated outbound customer calls to review policy reviews and latepayments to avoid lapse in coverage.Adhered to underwriting, rating and compliance criteria and guidelines todetermine associated financial risks.Directed incoming calls to internal personnel and departments, routing tobest-qualified department.

Jacksonville, Florida, United States

Assured optimum performance as an integral part of the spa managementstaffDirected oversight over daily spa functionsCreated and modified weekly staff schedule Solicited developed andretained new clientsMaintained daily weekly and monthly client appointment scheduleAssured accurate reports of all monetary transactionsMaintain standards of conciseness, cleanliness and decor of spa facilities

Jacksonville, Florida, United States

Set, enforced and optimized internal policies to maintain responsivenessto demands.Scheduled employees to maintain adequate coverage during businesshours.Met with customers to discuss upcoming events and style requirements.Applied performance data to evaluate and improve operations, targetcurrent business conditions and forecast needs.

Florida 4-40 Customer Representative License

General Lines 220, Insurance