Performed heavy bank reconciliations and cash flow statements.
Computed, recorded, and proofread data, records and reports.
Worked as a team member performing cashier duties, product assistance and cleaning.
Prepared necessary paperwork to process insurance sales and renewals.
Processed applications, payments, corrections, endorsements and cancellations.
Submitted up-to-date activity and production logs for agent management to review.
Pursued continuing education and training programs to continue professional development.
Followed up with clients regarding changes done to his policy.
Handled claims and followed up with customers until claim process was completely done.
Followed up with customers about policy cancellations.
Set up renewal appointments with customers and the agent to review policy at renewal time.
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