· Answered customer emails, chats to respond to questions, provide details and resolve concerns.
· Set up, updated and closed customer accounts in computer system.
· Assisted company administrators with accessing and viewing available reports.
· Scheduled deliveries, monitored progress and coordinated with shipping companies.
· Generated invoices upon receipt of billing information and tracked collection progress.
· Gathered, evaluated and summarized account data in detailed financial reports.
· Project management
· Consumer Packaged Goods
· Implemented new accounting processes to decrease spending and work flow downtime.
· Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
· Handling Client's Account Receivable and Account Payable for Fund spend and collection
Issue invoices to customer once goods delivered
· Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
· Achieved sales goals and service targets by cultivating and securing new customer relationships.
· Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.
· Researched competitor activity and used findings to develop sales growth strategies.
· Established successful account relationships by building rapport and maintaining consistent communication.
· Attended trade shows and industry events to promote company products and services.
· Developed sales strategy based on research of consumer buying trends and market conditions.
· Worked with Insurance Partners and Life Advisors to support timely delivery of products and services to end consumer.
· Implemented promotions and marketing campaigns to increase territory sales and brand awareness.
· Trained Insurance Partners and Life Advisors in sales techniques and strategies.
· Planned and conducted weekly sales meetings to keep sales representatives up-to-date on new products and strategies.
· Established and implemented business procedures and process improvements.
· Interpreted laws, rulings and regulations of IRDA to individuals and businesses.
· Communicated with clients and collected information to research cases and prepare settlement offers.
· Increased revenue by 25% with successful promotional strategies and reductions in costs.
· Analyzed and presented financial standings and cost effectiveness to other partners and investors.
· Managing team of more than 50 Insurance Partner and Life Advisors
· Creating team of more than 50 Insurance Partners and Life Advisors
Reviewing Account Records
Transaction Management
Office Meetings
Sales Understanding
Ledger and Journal Entries
Document Organization
Effective Customer Communication
Delivery Scheduling
Software Improvements
Microsoft Office
Financial Transactions
Correspondence Management
Information Updates
Account Information Review
Accounts Payable and Accounts Receivable
Microsoft Excel
Team Management