Tracy Benson

Performing Sask Auto Fund transactions

Spent time with clients to determine Auto Policy needs

Completion of new policies as well as revisions

Directing phone calls to appropriate Brokers

Assisted customers

Use of POS systems

Maintaining Covid protocol

General opening/closing duties

Onboarding new associates and managers

Maintaining cash office reports and procedures in compliance with audit standards

Supervisory roles in other departments when DSM was away

Customer service

Meeting daily, weekly, and monthly sales goals

Followed strict protocols concerning privacy of customer information

Customer service

Directing customer calls to appropriate departments