Geraldine

Managing and updating client databases and records.
Generating insurance quotes and proposals based on client needs.
Processing new insurance applications and policy endorsements.
Verifying policy details and ensuring accuracy in documentation.
Quoting in different carrier sites.
Policy checking on the renewal declaration page.
Processing and sending notices of cancellation.
Preparing renewal proposals.
Maintaining and updating client records and policy information in databases.
Handling general office duties such as managing emails, preparing reports, and creating presentations.
Helping clients file claims and tracking the status of claim submissions.
Assisting with the preparation and organization of insurance documents, including policy renewals and updates.
Renaming and attaching files to client accounts in agency management systems.
Issuing renewals and cancellations to insureds and sending declaration pages and other documents as requested.
Verifying endorsements for accuracy based on client requests and protocol.
Processing non-premium-bearing endorsements.
Processing certificates and evidence of insurance as requested by clients.
Preparing ACORD forms (125, 126, 130, 140) and other supplemental forms required by clients.
Processing ACORD 25, ACORD 28, and ACORD 27 for liability and property insurance evidence.
Quoting multiple lines of insurance including workers’ compensation, commercial property, business auto, umbrella, auto, and home.

Identifying potential customers or leads through inbound calling, networking, referrals, and online research.
Assessing customer needs, interests, and budgets to determine purchase intent.
Building and maintaining relationships with new and existing customers to drive loyalty and repeat business.
Presenting product features and benefits and addressing customer questions and concerns.
Using dialers to contact potential customers and share company information and benefits.
Initiating contact via phone and email to create interest and move prospects through the sales funnel.
Maintaining accurate records of sales activities, interactions, and transactions.
Negotiating terms, pricing, and delivery to close sales and achieve targets.
Following up after sales to ensure satisfaction and identify upsell or cross-sell opportunities.
Onboarding customers, processing orders, tracking deliveries, and assisting via email, voice, and chat.

Assisting customers with inquiries, product availability, and store policies.
Processing sales transactions, returns, and exchanges.
Supporting customers with technology products such as phones and devices.
Informing customers about promotions, loyalty programs, and pricing.

Assisting customers with inquiries, product availability, and store policies.
Processing sales transactions, returns, and exchanges.
Helping customers with technology products.
Informing customers about ongoing promotions, loyalty programs, and pricing.

Diagnosing and resolving customer problems, technical issues, and service disruptions.
Identifying root causes of technical issues and guiding customers through troubleshooting steps.
Assisting with orders, tracking shipments, and handling returns or exchanges.
Managing customer accounts and maintaining accurate records of interactions.
Providing technical guidance and recommendations on product and service use.