Stacy Bartscher Email & Phone Number

Burtonsville, Md

- Handle administrative duties of licensed commercial insurance account managers.- Respond to the needs of incoming calls and relay them to the necessary channels.- Process certificates of insurance on behalf of the insured clients. - Verify and maintain policy information on the agency management system. - Currently continuing education on general commercial insurance.

Beltsville, Md

- In charge of keeping up with brokers’ credentials and licenses, ensuring they are up to date.- Process lead cards for salespersons.- Handling distribution of daily mail and faxes to necessary persons. - Process certificates of insurance for condominium master policies and set up policies to send out to clients within the agency. - Answer the phones and respond to any needs of walk-ins and appointments.

Towson, Md

- Responsible for seeing clients through the queue. From check-in to check-out.- Answer the phones and respond to any needs via phone.- Call clients to schedule appointments and follow-up on services needed or upcoming.- Use Microsoft Office suite to create templates for procedures and presentations for staff meetings.

Ellicott City, Md

- Stay on top of daily tasks and sales promotions.- Re-stock clothing and set new sale ads as needed.- Gauge customer requests and complete sales in check-out.- Met weekly quotas on sales of Old Navy Credit Card applications.