To gain experience with a company that has potential for growth, in which I can utilize my experiences and skills as a self-motivated learner and leader. With my determination and dedication to my career my ultimate goal is providing complete and satisfying customer service.
2006 VALENCIA COMMUNITY COLLEGE
2-20 PROPERTY AND CASUALTY COURSE
ACTIVE NOTARY PUBLIC SERVING SINCE 2008
6 Years Property and Casualty insurance experience
Deep knowledge of customer service standards and procedures
Strong interpersonal and communication skills and the ability to work well and effectively with others
Solid ability to analyze and solve problems
Strong team player skills and willingness to help all reach goals
Complete knowledge of administrative duties, office equipment, ability to answer multiple phone lines and excellent multi-tasking skills.
CONSTRUCTION 360, LLC WINTER PARK FL 04/2012-08/28/2013
Responsible for maintaining efficient operations of the business from day to day
Maintain Employee time cards, time off request, and Employee Referrals and submit payroll
Delegate Employee Tasks for the day
Write up reports on daily activities completed , and remaining tasks to be complete following day
Track Accounts Receivable and Payable, including submit invoices for payment as well as receive vendor invoices for payment. Prepare lien waivers, distribute and make checks payable
Prepare spreadsheets and calendars for upcoming events, tasks and or projects
Review all contracts for Contractors Approval and signature
Correspond with all clients, , answer questions and concerns on work in progress and or estimate , schedule appointments for contractor to meet with clients and follow up with appointment
Research and find new Vendors
Responsible for submitting all Construction Bids
Utilize multiple bid sites for current bid opportunities, over look all bid packages and make sure we meet qualifications.
View blue prints/plans, distribute plans for estimates from trade vendors
Attend Pre-bid meetings , gather any extra information, pictures, documents, measurements
Prepare bid documents for Contractor signatures and approval and submit bids, attend Pre-Award-meetings
Schedule site visits and walk-throughs
Prepare permit applications and gather documents needed for submittal to building department and schedule inspections.
Clerical duties include but not limited to answering phone lines, creating and mainting client/vendor/employee files, typing up reports and forms, copies, faxing documents, order all office supplies and or project supplies
Proficient with Microsoft word, excel, task launcher, and calendar.
BANK OF AMERICA LAKE MARY FL 06/2011-04/2012
(220 P & C AGENT)
Sell various types of insurance policies on behalf of Banc of America Insurance Services, including but not limited to Homeowners, Dwelling Fire, Renters, Umbrella, Automobile, Water Craft, Motorcycle, etc.
Responsible for providing our clients with superior customer service experience while servicing their insurance needs.
Provide clients with multiple options and carriers for their particular insurance needs
Thoroughly explain coverage's and premiums and customize policy to clients
Comply with bank rules and regulations on all insurance products and maintain Code of Ethics set forth.
Clients range from New Loans, Refinance, Bank Portfolios, Outside Loans, web based and referrals.
Call Center Atmosphere, multiple phone lines
Worked with 2 computer screens , multiple websites at a time
Proficient of Microsoft office software
Presented new ideas on reaching goals during team meetings
Meet daily and monthly challenges and goals set forth
METZGER ENTERPRISES SANFORD, FL 04/2006-06/2011
Office Manager/Insurance Agent)
Sell various types of insurance policies on behalf of A-Auto Insurance World, including automobile, general liability, business automobile, and motorcycle
Talk to prospective clients and obtain data in reference to their current insurance needs and quote them accordingly.
Explain coverage's to policyholders, provide premium totals, and premium payment options, establish payment method, collect all data from the policyholder to complete insurance application and provide policy holder with insurance documents.
Contact underwriter and submit forms to obtain binder coverage(General Liability)
Submit all required documents to insurance company and ensure all policy requirements are fulfilled at the time of binding/ and or changes.
Maintain policy holder's files, ensure all contact information and coverage's are correct.
Correspond with the insurance company directly on policy holders behalf in reference to any discrepancies on policy holders file.
Follow up on all renewals and ensure the current company is still the best premium for the policyholder.
Managerial duties-open and close office
Coordinate Employee lunches
Open, Read, Distribute all mail
Manage all purchasing of office supplies
Handle daily closeout and monthly commission revenue.