Scheduled fact-finding meetings and consultations with clients to determine their needs and financial situations.
Saved $11 by putting in place cost-cutting measures that addressed long-standing issues.
Answered 18 calls per fresh to help customers with their questions and concerns.
Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
Assisted 13 underwriters with customer accounts valued at $6 using underwriting and adjustments and invoice.
Assessed existing coverage and aligned new products and services with long-term goals to determine financial needs.
Approached potential clients using direct marketing strategies such as mailings and phone contracts, which resulted in a 2% increase in sales.
Reached out to potential clients through direct marketing techniques such as mailings and phone calls.

Education Summary

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