At EZ Trucking Insurance, I provided comprehensive administrative and accounting support, managing invoicing, billing, and funding sheets for insurance policies while coordinating directly with clients and producers. My ability to maintain accuracy in financial records while supporting high-level operations strengthened my multitasking and problem-solving skills.During my time at Resilient Service Solutions, I streamlined workflows by managing CRM operations in
-----------, created and processed invoices in QuickBooks Online, and maintained organized vendor and project records. These tasks not only enhanced efficiency but also ensured timely and accurate
transactions.As a Cold Caller for TRI-State Insurance Group, I demonstrated strong communication skills by qualifying 30+ prospects weekly, helping expand the client base and generating consistent leads for insurance quotes. This experience refined my ability to engage clients, build trust quickly, and deliver results.I am also proficient with tools such as
-----------, Trello, Asana, QuickBooks Online, Zendesk, RingCentral, and Google Workspace, which enables me to adapt seamlessly to different client systems. Above all, I bring reliability, attention to detail, and the ability to manage multiple priorities independently.
