Data entry into insurance software program. Keep track of costs, losses, renewals & new businesses in Excel spreadsheets.

Valid drivers license with good driving record. Request drivers contact information and delivery confirmations. Event marketing: 2 years (Required).

Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success. Has a Bachelor's Degree.

Serves as liaison between the facility and the corporate office to resolve any problems, concerns, complaints, and changes that occur.

Provide excellent customer service by answering clients phone calls and scheduling bids and projects. Maintain a leads management system to track customer