• Assist clients in identifying and securing appropriate property and casualty insurance policies to protect assets and mitigate risks.• Conduct detailed coverage reviews to ensure policies meet individual client needs and compliance standards.• Generate and follow up on leads to develop and maintain a robust client portfolio.• Provide exceptional customer service, including claims assistance and policy changes.• Stay up-to-date on state regulations and insurance products to provide accurate guidance to clients.• Maintain detailed records of client interactions and policy transactions in CRM systems.• Educate clients on risk management strategies and available coverage options.

• Resolve complex escalated issues with significant customer and institutional impact, ensuring compliance with regulatory and investor requirements.• Act as a subject matter expert for escalated complaints, facilitating problem resolutionwith internal and external stakeholders.• Document the problem resolution process thoroughly for each complaint, ensuringaccuracy and adherence to organizational guidelines.• Serve as a customer advocate, promoting quality service and identifying trends negatively impacting customer experience.

• Provided expert service and problem resolution for lending, mortgage, and credit card products, maintaining high levels of customer satisfaction.• Acted as a coach and mentor to the customer service team, demonstrating a commitment to quality and effective communication.• Resolved complex customer service inquiries, recommended appropriate solutions, andensured transactions were processed according to policies and procedures.

• Built and managed a full life cycle recruiting desk, successfully sourcing and placing top talent across various industries.• Utilized innovative lead generation methodologies to bring in new clients, consistently meeting and exceeding recruitment targets.• Conducted thorough interviews and evaluations to ensure candidates' skills and experiences aligned with client needs.• Negotiated salaries and employment packages on behalf of clients, ensuring mutually beneficial agreements.• Developed and maintained strong relationships with clients and candidates, contributing to long-term business success.

• Advised clients on coverage limits and regulations, cross-selling additional lines of insurance.• Investigated claims using internal and external resources, gathering information and assessing damages to initiate appropriate processing.• Served as a point of reference for technical and procedural information, contributing to team efficiency and effectiveness.

• Marketed suggestive selling capabilities through outbound/inbound calls.• Utilized knowledge and selling techniques to build value in the product tailored to the customer.• Overcame objections & solved prospect or agreement holder problems to convert leads into sales.• Quoted and sold all services and agreements.• Used proper telephone and email etiquette and techniques to answer calls in a timely manner.