Detail-oriented professional with experience in data entry, data analysis, underwriting support, and application processing. Skilled in managing and organizing large sets of data while ensuring accuracy, consistency, and efficiency.
Experienced in using CRM and insurance management systems such as Salesforce, Applied Epic, Agency Matrix, AMS 360, and IMS to manage records, review applications, and maintain organized client data.
Strong skills in data validation, spreadsheet management, reporting, and database updates. Comfortable working with Microsoft Excel, internal systems, and digital tools to process and analyze information efficiently.
Known for being reliable, organized, and detail-oriented, with the ability to work independently, meet deadlines, and maintain high standards of data accuracy.
Experience: 1 - 2 years
* Processed over 2000 customer orders per month, including payment logs and refunds. * Updated and alphabetized records for 90+ customers and employees 5 days per week. * Collaborated the owner to improve the data system.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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