Cherry Mae

• Reviewed and verified quote sheets based on broker requests, flagging missing or inconsistent data to clarify policy details and resolve discrepancies.

• Entering customer data into multiple carrier websites.

• Developed and sent PDF quotes to brokers, including emails detailing rates and premiums.

• Created and maintained detailed comparison spreadsheets to support client decision-making and streamline policy selection.

• Scrubbed and organized client records in internal databases, improving data integrity and enhancing follow-up efficiency.

• KPI: Maintained a zero-error rate in insurance data entry through validation and compliance with standard processes.

• Analyzing sales performance data, revenue trends, and product performance.

• Identifying sales opportunities, risks, and patterns.

• Managed Accounts Receivable by issuing invoices and generating Aged Receivable Analysis, which strengthened collection efforts and reduced overdue accounts.

• Allocated purchase orders and booked customer orders based on actual production and available stock, ensuring timely fulfillment and efficient inventory use.

• Handled daily cash deposits and petty cash with accurate reconciliation, while collaborating with sales and finance teams to align targets and improve forecasting.

• Processed and verified a high volume of vendor invoices with accuracy, ensuring compliance with company policies and payment terms.

• Matched purchase orders, receipts, and invoices (3-way matching) to prevent discrepancies and unauthorized payments.

• Prepared and scheduled vendor payments via checks, bank transfers, and other payment methods, ensuring timely disbursements.

• Maintained vendor files and reconciled monthly statements to resolve outstanding balances or disputes.

• Assisted in month-end closing activities by preparing accounts payable reports and supporting documentation.

• Coordinated with procurement and warehouse teams to resolve billing and delivery discrepancies.

• Ensured compliance with internal controls and audit requirements.

• Delivered timely and professional support through email and chat, addressing customer inquiries, order issues, refunds, and product concerns.

• Maintained a high level of customer satisfaction by providing clear resolutions and proactive communication.

• Documented customer interactions and resolutions in the system to ensure accurate records and smooth follow-ups.

• Assisted customers with order tracking, product information, returns, and replacements, ensuring a seamless shopping experience.

• Met and exceeded performance metrics, including response time, accuracy, and customer satisfaction ratings.