Sacramento, California, United States
Serviced mid-market and large commercial accounts in construction, manufacturing, and professional services. Handled client inquiries, renewals, endorsements, certificates, and audits with precision and timeliness. Collaborated with underwriters to secure competitive quotes and resolve discrepancies. Supported proposals, presentations, and renewal summaries for client managers and producers. Contributed to a 95%+ client retention rate and improved certificate issuance turnaround by 30%.
General customer service duties as presented and other duties as assigned. Determine customer requirements and expectations in order to help the customer identify specific products and solutions. Solicit, sell and negotiate new business policies. Review renewal businesses and identify appropriate follow-up action based on the degree of change. Cross-sell/up-sell Products to existing customers. Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken. Assist with annual review process by consulting customers and preparing personalized customer coverage recommendations based on customer's needs.
English Teacher with my TESOL certificate. Teach conversation English with an emphasis on pronunciation at business offices and one on one. Help students with placement exams and homework. Schedule classes with students and check availability with other teachers, as well as giving parents progress reports.
Set up all new clients and turn over existing clients using the appropriate paperwork, teaching them to use our customized computer program to turn in their payroll. Work in a team to make sure that over 200 clients got the correct payroll delivered on time. Answer any client questions in regards to their unique payroll.
Receive, check, print, and package payroll for over 200 different companies. Answer phones, distribute mail, create and maintain files.