Additional Comments
Some of his tasks were calculating premiums, , issuing slips of insurance, making changes to the client file, collecting and following up on documents for policies to be bound. He is highly analytical with a keen attention to detail, and is able to find any discrepancies in premiums and policies. He stays in constant communication with his AM’s and CSR’s in order to keep an open line of communication to ensure smooth service is provided. He would make for an essential member of a team.