Rosina Thavaselvan

- Tasked with reviewing, verifying, and sending out system-generated letters to insureds, providing exemplary customer service, and responding to team inbox inquiries.

- Receive, check for completion, and process settling documents and policy change requests.

- Fostered strong rapport with clients, vendors and stakeholders through consistent follow-up and communication.

- Ensure first and subsequent bank withdrawals are exact.

- Assisted Manager in forecasting, research, and trend analysis; utilized Power BI to assist in creating and analyzing reports.

- Manage executive calendars, schedule appointments, and coordinate meetings, conferences, and travel arrangements.

- Responsible for helping oversee the successful completion of projects.

- Assist in coordinating and planning company events, including meetings, conferences, and social gatherings.

- Trained, coached, and mentored new sales associates for maximum performance.

- Met or exceeded sales objectives on consistent basis to drive company growth.

- Developed sales plans to increase market share, customer base and revenue.

- Provided exceptional customer service to foster client loyalty and satisfaction.

- Supported Investment Advisors in administering client accounts, fielded incoming calls, and managed client emailing.

- Assisted in daily portfolio reviews, asset allocation rebalancing, and executing trades as directed by Investment Advisors.

- Monitor and review client’s investment portfolios regularly, analyzing performance and assessing risk exposure.

- Foster a positive and professional client experience by delivering exceptional service and promptly addressing inquires.

- Foster a positive and professional client experience by delivering exceptional service and promptly addressing inquires.

- Facilitate new employee onboarding, create offer letters, and guarantee the accurate and timely completion of all new employee documentation.

- Offer administrative assistance to the HR department, encompassing tasks such as interview scheduling, upkeep of employee records, and the processing of paperwork.

- Updated HR database with new employee information, changes in benefits, and other details.