Sales Administrative Assistant
Nexus Insurance Brokers
مجموع سنوات الخبرة :14 years, 5 أشهر
Providing administrative and clerical support (mailing, scanning, faxing, copying and filing)
Maintaining electronic and/or hard copy filing system
Managed day-to-day calendar and served as first point of contact to all clients,
handled client reports and making calls to providers to obtain necessary documents
needed by client.
Organized and created client database for easy access of handling 500+ client
portfolio and servicing queries.
Managed paperwork, filing, uploading and printing of documents, regulate premium
collection, setting reminders for payment.
Relays reports and proposals for client servicing and easy reference.
Taking calls from client and providing resolution and general support regarding their
queries.
Document notes in executive meetings and follow up on assignments made.
Coordinate office procedures, managing appointments, receive, distribute and sort
mails and maintaining updated and organized client list and database.
Process General medical, personal lines insurance, and commercial insurance for
existing clients and coordinate as the point of contact from gathering documents, getting quotes from market, providing proposal to client and exchanging information until policy issuance.
Gather documents, organize files, upload to system and coordinate with different providers to ensure related insurance quote is provided according to client’s needs.
Make calls to existing clients and offer ongoing promotions, check service satisfaction, promote upgrade or check possible sale of another insurance product. Attend meetings and trainings for any ongoing update / changes of products in the
market.
Arrange travel, accommodation, itineraries and all correspondence related
arrangements as needed for Sales Manager.
Plan, organize and implement business meetings with clients.
Essentially responsible for managing the execution and this includes daily
management of the schedule, ensuring that he knows his schedule 24 hours in advance and keeping meetings and appointments on time, or changing schedules when necessary. Also provides a bridge for smooth communication and coordination between the providers and internal departments; demonstrating leadership to maintain credibility, trust and support with internal management team.
Office Manager Assistant for a tree trimming company in the USA, worked night shift.
Managed day-to-day calendar for company CEO.
Handled client reports and making calls to specific vendors to obtain necessary documents needed by client.
Created and uploaded daily tasks and reports for each employee and updated personal information on company files with 10 employees.
Prepared files and uploaded to client drive.
Managed social media advertising for the company.
Made outbound calls to collect invoices and other documents needed by CEO.
Set appointments, received calls for potential customers of the client.
Responding to telephone requests for information.
Assisted company president with daily tasks for the company and for personal meetings.
Organized company files in drive and uploaded necessary documents needed by client.
Sent invoices to customers and made follow up calls for any unpaid invoices and setting up tasks for a company with 10 employees.
Used Google Drive, MS Excel, Jobber, Salesforce, Jostle, Yesware and Gmail for daily tasks.
Handled incoming calls from policyholders, responding to enquiries, resolving problems and explain billing related issue.
Provided benefit and eligibility via phone catering providers in the USA.
Processed authorization requests so certain medical procedure will be covered by the healthcare plan.
Processed claims and corrected via proper escalation any claims related concern.
Worked night shifts.
Assist in packaging of company produced food.
Helped in preparing meals to be distributed to supermarkets and grocery stores.
Maintained a clean work environment and always ensured sanitary measures were taken.
Maintain updated knowledge of company products and services to provide customer support and service solutions.
Respond to customer enquiries about their internet connection and provide resolution.
Performed troubleshooting techniques over the phone or via messenger to identify and resolve internet connection related problem.
Provided first-level support to end-users on internet connection and provided proper escalation for any unresolved issue on hand.
Accurately documented call transactions using tracking software.
Worked night shifts.
Respond to customer enquiries via phone about payments or any billing related issue.
Responsible for ensuring all customer’s billing issue are provided with the correct resolution.
Dealing efficiently with questions and queries from customers.
Provides timely resolution for any billing related concern.
Accurately document call transactions using tracking software.
Worked night shifts.
Undergraduate