- Facilitates various insurance clients' concerns- Facilitates online payment via phone- Run various quotes on auto insurance, home insurance, business insurance and general liability insurance- Communicates premium increases to clients and explains the reasons for them- Manage Streak CRM- Follow up with brokers on pending loan requirements- Follow up with brokers on lacking loan details- Discuss various loan scenarios during the deal desk engagement meeting-… Show more - Facilitates various insurance clients' concerns- Facilitates online payment via phone- Run various quotes on auto insurance, home insurance, business insurance and general liability insurance- Communicates premium increases to clients and explains the reasons for them- Manage Streak CRM- Follow up with brokers on pending loan requirements- Follow up with brokers on lacking loan details- Discuss various loan scenarios during the deal desk engagement meeting- Start and create various loan intake forms - Provide training to other teammates on filling out loan intake forms- Provide training on an overview of SFR, Multi-family and Commercial loans- Send various email marketing campaigns related to LEARNIn Local LIVE shows- Manages teammates on daily tasks and monitors weekly goals- Process and record financial transactions including invoices, bills, and expenses Show less

- Teach students the English language- Conduct lessons to help students improve their English knowledge- Be a motivator to students for them to grow and be confident in speaking English