Karen Holtz

• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Trained and motivated employees to perform daily business functions.
• Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
• Established foundational processes for business operations.
• Fostered an environment promoting continuous improvement empowering employees to identify opportunities for enhancing operational efficiency.
• Proactively identified areas of risk within the organization implemented necessary safeguards mitigating any potential negative impact on the business.
• Interacted well with customers to build connections and nurture relationships.
• Development of Company Health and Safety Program

Provided customer service for personal lines insurance.

Banking and other light office administrative duties.

Front desk reception

Customer service

Banking

Year-End filing

Reports from recorded dictation

Consultation with insurance companies

Personal Lines insurance broker

Communication with insurance companies

Banking

Front desk reception