At Thomas Fierst Insurance Agency, I support clients with correspondence, invoicing, policy updates, and contract analysis. I also liaise with underwriting teams and maintain client records in QuickBooks.
I source and recommend insurance products from independent carriers, including commercial, life, health, property, and casualty policies. I manage leads and generate quotes for business owners' policies, workers' compensation, and liability insurance across multiple states.
At Partners Realty, I assist clients with real estate transactions and closing processes. I also generate leads, manage client relationships, and contribute to team sales goals.
