• Organize and coordinate calendars for conferences, monthly meetings and presentations to ensure the rhythm of the business.• Execute meetings and events for company to support supply chain, quality assurance, business development and senior management teams.• Prepare documents, reports and presentations for executives and board members using advanced software proficiencies.• Handle logistics, catering, agendas and travel arrangements for meeting and event planning for executive vice president and team.• Streamline operations and prioritize tasks, allowing senior staff to increase performance.• Produce accurate office files, update spreadsheets and craft presentations to support executives and boost team productivity.• Conduct financial activities for monthly reconciliation and to assist with annual budget.

• Supported broker in delivering high quality service to assigned clients and accounts valued over $2.6 million in revenue to meet quality measurement goals.• Ensured all file activity meets quality procedures with timeliness, policy accuracy, endorsements, and all other correspondence and documentation.• Managed and maintained communication between clients, brokers, and insurance carriers to ensure needs are being met and resolving any escalating issues.• Assisted with accounting reconciliation projects for renewal and new business lines to secure accurate payments.

• Measured customer support success to attain 92% of quarterly goals and retention of accounts valued over $1 million in gross revenue• Facilitated software trainings to ensure full adoption of products to maximize ROI for clients• Utilized Salesforce to identify new sales funnels, accurately forecast and take control of critical business information• Monitored metrics and develop actionable insights to improve efficiency and performance• Built strong business relationships with customers by earning deep trust and loyalty to secure renewals• Oversaw customer account management, including negotiating contracts and agreements to maximize profit• Developed new business with existing clients and/or identify areas of improvement• Assisted with challenging client requests or issue escalations as needed• Identified decision makers with assigned accounts and act as primary customer point of contact

• Performed various administrative functions, including helping with on-boarding process, scheduling interviews, filing paperwork and bookkeeping• Proactively worked side by side with multiple levels of upper management to ensure consistent , high quality customer service was maintained and presented to each client• Helped with employee record keeping, including unemployment and I-9 forms to support compliance procedures• Completed projects on time and under budget while resolving complex issues for senior leaders

• Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance• Pursued resolutions to achieve complete customer satisfaction, including tracking down bill history for correct compensation• Used consultative sales approach to understand customer needs and recommend relevant offerings• Provided accurate information about promotions, customer programs and products, helping drive high customer retention• Employed strategic tactics such as cross-selling and upselling to drive sales• Logged reports, expenses, receipts and sales documents into digital database