Crystal Berry

• Daily bank deposits
• Forward client payments to appropriate insurance companies
• Manage petty cash

Guild Premium Finance:

• Review and approve new finance contracts, ensuring completeness and accuracy
• Process finance contract renewals and amendments, providing correspondence outlining changes to client
• Process premium finance auto renewals maintaining one month ahead
• Process EFT NSFs after each EFT run and maintain follow up with clients and account managers
• Responding to inquiries regarding finance accounts with account managers
• Reconcile premium finance transactions to Broker Management System transactions

Transacting:

• Data entry of client policy details
• Update client account information
• Generating invoices
• Financing premium, adjusting payment plans and generating updated payment schedules
• Emailing &/or mailing correspondence to clients on behalf of Account Managers

Company Payables:

• Post receipts and Reconcile Direct Bill company statements
• Analyze and correct any differences in policy amounts and/or commissions paid
• Investigate any outstanding commission balances and/or discrepancies between statements and broker management system transactions

• Provided customer service by responding to inquiries, resolving issues, and anticipating client needs
• Responded to customer calls to resolve issues and answer questions
• Sold Auto and Personal insurance policies to new and existing customers
• Educated clients on various insurance products, enabling informed decisions regarding their coverage options
• Conducted annual reviews of existing policies to update information.
• Evaluated accuracy and quality of data entered into broker management system.
• Collected premiums
• Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes
• Maintained knowledge of insurance regulations, staying up-to-date on changes