Client Assistant
Current• Showcased administrative skills by processing policy endorsements and billing statements forclients and emailed out the appropriate documents in a timely manner, which helped tomaintain a dependable relationship between NFP and their clients• Transferred relevant client information from outdated files into a custom excel workbook toprovide client managers with a seamless and integrated document to send out to insurancecarriers for remarketing & policy renewals• Lead… Show more • Showcased administrative skills by processing policy endorsements and billing statements forclients and emailed out the appropriate documents in a timely manner, which helped tomaintain a dependable relationship between NFP and their clients• Transferred relevant client information from outdated files into a custom excel workbook toprovide client managers with a seamless and integrated document to send out to insurancecarriers for remarketing & policy renewals• Lead training sessions on the Applied CSR24 platform to teach new employees the properworkflows for creating certificates of insurance (COI), issuing policy renewal batches ofcertificates, create client profiles, and the creation of COI templates allowing NFP to provideclients with quicker response times for urgent COI requests Show less