Michelle Acosta

Conduct needs-based assessments to recommend appropriate coverage when selling home and auto insurance.

• Create, maintain, and follow up on policyholder's insurance records
• Ensure and verify policyholder's records are accurate and up to date- contact customer if any other documents are necessary
• Comply with audits regarding policyholder's record files
• Create daily spreadsheet to keep trail of customer's policy is active- file properly if inactive/cancelled
• Safeguard and maintain confidentiality of policyholder information
• Be a liaison for policyholder's and insurance companies wheen needed with customer claims

Greeted all visitors, ensuring that they received an outstanding every school visit. Scheduled and coordinated meetings and appointments for staff members. Opened, sorted and distributed incoming calls, emails, and correspondence.

• Preformed administrative tasks such as filing, copying, typing, and scanning.

Drove net sales for wireless cell phones and contracted services by entering into thoughtful conversations with customers to assess needs and determine upgrade eligibility.

• Trained and served as an informational resource to new sales representatives
• Conducted information gathering for data entry, form completion and maintenance of internal records.
• Communicated cross-functionally to assist departments with IT, billing, and other administrative workflows.