•Utilizes agency tools ( Ezlynx, PL Rater, Zywave, CRM) to streamline operations and improve customer experience.
•Processed renewals and efficiently handled policy comparison between carriers.
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Issued EOI, Auto ID cards, and other essential documents for clients.
•Provided excellent Costumer service, handling inquires and resolving issues via phone, email, and SMS.
•Assisted clients in reporting claimsand nurtured strong relationship with clients and underwriters.
•Managed policy data, ensuring accuracy, completeness, and timely follow-up.
•Assisted in the preparation of clients proposals and facilitated marketing efforts .
