Denise Paypay

Delivered high-quality service to maintain client satisfaction and meet quality measurement goals. Managed the renewal process for multiple policies and assisted with administrative tasks.

Successfully planned and initiated projects, overseeing their execution and monitoring progress. Effectively communicated with clients, providing regular updates and ensuring successful project closure.

Resolved customer complaints and processed orders, payments, and requests efficiently. Provided accurate pricing and delivery information while meeting daily performance metrics.

Delivered high-quality service to maintain client satisfaction and meet quality measurement goals. Managed all ongoing file activities, ensuring accuracy and timeliness in policy documentation.

Managed Surplus Lines form completion and filing, and processed invoices in the system. Prepared accounts for renewal processes, endorsements, and changes to existing client accounts.

Compiled and verified all vendor invoices, employee expense reports, and credit card statements. Reconciled bank statements and issued checks for payment.

Assisted office manager and Human Resource Director with administrative duties, including managing employee systems and tracking attendance. Supported Accounting Department with various checks and client contact database.

Coordinated and set up meetings, prepared presentations, and negotiated pricing for clients. Grew the client base significantly and provided support for internal sales teams and external clients.

Completed a Bachelor's Degree in Financial Services. This program provided a comprehensive understanding of financial markets, investment strategies, and financial planning.

Obtained an Associate Degree in Financial Services, building foundational knowledge in financial principles and practices. This included an introduction to financial products and client service.

Earned a Certificate in Office Automation, focusing on essential office software and administrative procedures. This program enhanced skills in productivity tools and office management.