At Paladin Professional Insurance Solutions, I maintained a renewal database for 600+ client accounts and coordinated policy submissions across insurance carriers and vendor sites. I also developed a Google Apps Script-based referral tracking system and prepared targeted client email campaigns.
At Relstone - Real Estate License Services, I prepared course materials and supported podcast production planning. I also recorded and reconciled transactions in QuickBooks, checking entries against Excel tracking sheets; earlier, at GRACE - PPH, I led exam administration activities and supervised proctors.
