Responsible for providing information, advice, and service to customer’s insurance transaction (renewal/cancellation/or new business), propose quotes to insureds, send in bind orders when acknowledge by the insured, research errors on policies, monitor billing/accounting transactions, create premium finance agreement, post deposits, follow up on cancellation notices to insureds, review aged reports, update renewal submission with changes from insureds.
I worked as a service advisor for a dealership with these being the primary roles: Answer phones, schedule customers, collect money, prepare estimates
My position as an Office Manager at a truck repair shop were these: Answer phones, invoice customers, collect money, make daily deposits, A/R, A/P, quarterly reports, payroll
And my duties as a medical records position: Pull charts for appointments, answer phones, copy medical records according to HIPAA, scan charts into EHR, transcriptionMore...