Riva Root Email & Phone Number

Melville, New York

-Received, reviewed and processed 300+ new business applications.-Entered licensing applications for 150+ producer appointments and coordinated with insurance carriers until finalization.-Followed up on new business, Reg60, 1035 exchanges, rollovers, transfers until case is issued.-Maintained new business database from initial entry until case issued for.

Manage all aspects of human resources and day-to-day administration of three offices-Interacting with vendors and clients-Processing payroll which included PTO time management and 401K administration 20 employees-Purchase of quality employee benefits with cost containment emphasis, responsible for implementation and communication both written and verbal to.

Freeport, New York

-Liaised with major distributors regarding both accounting and relationship management aspects-Acted as an arbitrator and negotiator during issues of concern-Supervised office personnel team of three employees which at one time was eight employees-Acted as executive secretary to president of company-Prepared all correspondence, arranged meetings, scheduled.