• Schedule appointments, receive incoming correspondence, letters, emails, faxes, posts, and internal memos, as well as streamline office operations including petty cash management.
• Oversee efforts of administrative employees to assure adherence to quality standards, deadlines, and proper procedures. Provide business cycle management by planning in-depth budget reviews, latest estimate activities, and month end closings.
• Supervise petty cash for expenses, organize paperwork, documents, and computer-based information, and maintain balance sheets, reports, and profit or loss statements, for monthly and yearly reporting.
• Process payments and employee payrolls through online banking on timely basis upon approval; check and verify supporting receipts of personnel expenses prior to reimbursements.
• Execute accounting, financial, and administrative tasks; reconcile bank statement transactions in the accounting system to ensure accuracy.
• Demonstrate outstanding communication skills by the development of presentations to management team and coordination of all budgeting and planning activities.
• Provide support to the management by providing financial analysis and raising issues of concern relating to financial matters, new appointment, legal matters, reimbursement claims, pensions, and patient-related allegations.
• Prearrange and supervise all personal travel arrangements, formulate reports and documents, as well as direct and resolve all human resource issues in a timely manner.
• Seamlessly administer a variety of support functions, including processing, and routing incoming mail, correspondence to appropriate staff members, as well as calendar and meeting functions.

• Formulated recommendations and provided accurate feedback to management regarding operational policies and procedures. Delivered training on sales techniques and customer service best practices.
• Produced outputs related to critical areas of the audit such as budgeting, risk assessment, audit issues, and resolutions, and high-risk audit areas.
• Planned and executed workflow process to prioritize activities related to case files, which streamlined operations and enhanced productivity.
• Identified financial needs, examined workflows, and applications and underwrote consumer loans; completed work to ensure compliance with policies and procedures.
• Developed sales contests to motivate staff to achieve goals and facilitated weekly meetings to disseminate information, resolve concerns, and answer questions.
• Sustained relationships with customers and gained confidence quickly with strong follow-up.
• Encouraged team on an ongoing basis of sales requirements and expectations by delivering sales tools and trainings.

• Maximized revenue opportunities by referring commercial clients to personal lines division adding multiple lines of new business and revenue to the agency.
• Conducted meetings with account team to discuss proposal development, meeting agendas, gathering of industry risk profile, benchmarking, policy audits, client strategic goals and objectives, market conditions report and current services.
• Achieved goals, researched business, finalized management agreement and evaluated results; appraised financial, accounting, administrative, human resource, employee benefits, facilities, and information management systems.
• Delivered wrap-up presentations to client management teams, presented project showcase during staff meetings, and facilitated management team with lead generation and project proposal outlining.
• Developed business, marketing, and purchase strategies for large to small business enterprises to improve operating results and productivity.
• Established monitoring systems to maintain control and institute value practices to enhance the overall success of the organization.
• Directed a sales team, formulated metrics tools, and managed vendor and customer relationships to increase sales opportunities and capitalize on active campaigns.

• Identified and developed relationships with new and existing client relationships and strategic partners and updated contact details, activities, and relationship strategies for each client in Salesforce database CRM.
• Maintained timely, strategic communication in all appropriate forms with direct manager providing relevant reporting on progress of delivery of business development strategy.
• Analyzed clients' financial situations and solved financial needs by customizing comprehensive investment and personalized retirement plans.
• Implemented sales tactics and strategies to increase market share, and addressed client's customer queries and grievances pertaining to documents, payments, project updates, and registrations.
• Partnered with our sales leadership team to develop and execute a comprehensive sales plans to increase revenue.
• Developed and managed a disciplined marketing process by identifying strategies to effectively maintain and build relationships with sales-ready clients.