-Prepare the company's master 990 tax filing books for clients on Adobe Premiere

-Audit client's bills and other transactions to ensure accuracy

-Tested client's internal controls to make sure they are following standard operating procedures

-Earned Property & Casualty Insurance Consultant certification in December 2021, which led to a promotion-Entered insurance payments by electronic transfer, check, credit/debit card, and cash into the online system -Communicated with customers to gather information for their insurance policies for the underwriters

-Managed communication strategies to customers regarding late payments and discounts-Answered approximately 50 phone calls an hour and directed customers to the appropriate representative to answer their questions

-Created accurate invoices to be sent to clients detailing the services provided and any discounts -Organized and updated confidential information on Vantage Point system

-Accurately input and update confidential information into First Insight and salesforce programming-Maintain and organize inventory-Help organize and update confidential information on microsoft word and excel

Program Site -Administered receptionist desk -Answered and directed phone calls while also directing them in the appropriate manner -Escorted Club members and volunteers into the respective room-Assisted colleagues in organizing activities and events -Directed and facilitated In-person clients requestsMain Office-Establish and coordinated important paperwork such as bills, donations, receipts, and other confidential information -Stocked and maintained office supplies-Deposited company funds to its banking financial institution -Created and shipped thank you letters in the appropriate matter-Input and tracked grades into excel for after school programs-Dealt with Kids attendance and entered it into the KidTrax program -Directed and facilitated In-person clients requests-Helped to organize the annual golf fundraiser event-Organize lunches, events, meetings, and parties -Generated creative Solutions for colleagues and partnered departments-Created, printed and laminated print jobs