· Evaluate operational processes and procedures, and develop strategies and implementation plans to improve, streamline, and standardize all aspects of operations.· Provide leadership for the overall operating performance of the business.· Develop, monitor, and administer the client relationship platform to maintain efficient, accurate, and quality services.· Develop new resources and new revenue streams.· Monitor workflow and ensure optimal productivity and performance across the organization.·

· Manage the administration, servicing, & marketing of existing commercial insurance client book exceeding $250k in corporate revenue.· Assist clients with the resolution of escalated complaints/technical issues to ensure retention.· Negotiate carrier renewals, design proposals for renewals, and implement new client policies.· Create and implement company policies, procedures, and work product.· Participates in team sales meetings, carrier meetings, and client meetings.· Assist producers by sourcing cross-sales opportunities within existing clients and follow the sale through implementation.· Originate and handle invoices, checks and balances, premium financing, and commissions.· Operate client management systems, marketing systems, and phone systems.· Coordinate the onboarding/offboarding of employees, employee PTO, and all corresponding HR documentation.· Act as event and team coordinator for all company events, travel, employee expenses, and internal company communications.· Demonstrates proficiency in all Microsoft products as well as CRM systems.

· Handled company’s portfolio of accounts, marketing and brokering new and current clients,certificates of insurance, and everyday operations.· Collaborated with management to create and implement company policies, procedures, and work products such as employee handbooks, proposals, employee training, company rules, and structure.· Supported accounting with invoices, checks and balances, premium financing, and commissions.· Operated the company’s software systems and client relationship management systems.

· Ran client management systems, client renewals and financing, client complaints, and interactions. · Generated invoices, tracked payments, and worked closely with the accounting department. · Operated as office manager.· Set up marketing and created outreach campaigns. · Maintained previous responsibilities of Account Executive role.

· Assisted in outreach through networking and sales to bring in new business and manage our client management databases.· Brokered accounts by gathering prospect information, communicating with prospects and clients regarding the process, communicating with carriers, and filling out the necessary paperwork for a quotation. · Worked with various carriers in the marketplace to gather multiple quotes and negotiate competitive premiums, then creating proposals for clients.

· Ensured customers were provided with the highest level of customer service, emphasizing courteous and knowledgeable assistance with jewelry line products. · Assisted management in training new staff on products, services, processes, and procedures. · Led sales associates by guiding, coaching, mentoring, and training. · Acted as opening/closing (key holder) manager on the floor to assist other sales associates with questions, customer concerns, etc. as well as count/open/close the cash registers, print daily sales reports and report them to management, and open/lock-up store for the morning/night. · Maintained and grew customer relationships through personal clientele book. · Engaged with clienteles to inform about campaigns, sales, and new products. · Completed continuous sales training, maintained the store’s appearance, and stayed informed about products and promotions.

· Managed administration, servicing, and projects of existing clients. · Assisted clients with the resolution of escalated complaints/technical issues. · Performed notarizations for the business center and clients. · Established new clients into the center with phone and Internet setup, record management, and keys. · Designed administrative and client documents using various Microsoft Office applications. · Operated client management systems, marketing systems, and phone systems.

• Answered telephone calls, recorded messages, greeted clients and guests, updated records accordingly, distributed mail, booked conference rooms for clients, registered client’s guests and offered any beverages upon guests’ arrival.• Completed monthly charges, created bi-monthly newsletters, brought in treats for holidays and birthdays, created bulletin posts such as birthdays, fun facts, etc., and assisted the team with projects and assignments.• Microsoft efficient: excel for charges, word for mail merges, and publisher for the newsletters.