I am licensed in health, accident and life insurance. My every day duties include case prep, pre-check insurance applications, conversions and policy changes for completeness and accuracy. Meet with clients to complete non-securities insurance related applications. Arrange medical, paramedical and any exams necessary for underwriting. Develop and execute cross-selling plans for non-securities products. Communicate between the underwriter and clients, scheduling appointments, and client service. Maintain financial representative’s calendar, input data and print proposals and gather information at direction of financial representative in preparation for client/prospect meeting.

Built new business and memberships for the company by scheduling appointments and attending meetings with business prospects and members, obtaining credit sign-ups, upgrading memberships, generating new leads, and following up on member/prospect concerns, issues, and questions. Developed and supported membership by providing information on membership benefits, promoting the value of company products and services, processing memberships, upgrades, and credit accounts, participating in sales and marketing events, and making efforts to meet membership goals. Provided member service by acknowledging the member, identifying tier needs, assisting with purchase decisions, locating merchandise, resolving issues and concerns, and promoting the company's products and services.

Build relationships with clients in order to help them achieve their personal, professional, and financial goals. Acquire skills to develop the experience of working independently while building relationships with clients. Create strong connections with other representatives throughout the company.

Professionally handle confidential files and transcripts. Manage the collection and billing of transcript fees. Carry out daily office tasks and collaborate with management to ensure transcripts are being delivered to the proper destination.

Took direction from management in order to carry out: maintenance of the website, filing of paperwork, gathering internship information, meeting minute taking and various other tasks.

Adhered to a delivery schedule to deliver mail to all locations on both campuses; re-located letters to people who were no longer living on campus; packaged hundreds of envelopes to families of CSB/SJU students; made color copies, printed pamphlets, packets, books, scanned photos and printed copies, etc.