Overseeing company finances by documenting transactions, processing payments, and maintaining accurate financial records. Collecting sites collected payments and deposit to assigned bank.

As a Team Leader, I oversee and train newly assigned representatives, helping them develop their skills through coaching and regular feedback. I track trainee progress, report updates to the Operations Analyst, and create workflows and resources to support their development. Previously, as a Data Representative, I gained experience in commercial insurance operations, specializing in workers’ compensation quoting across multiple carriers, as well as underwriting support using Applied Epic.

Handling inbound calls and assisting customers with their account-related concerns. Collect payments. Offer any updated promo that is fit to customer's need.