Business Process Associate

Proficient in navigating and maintaining Agency Management Systems to document all client interactions, update policy details, and ensure data integrity across the agency’s database. I specialize in providing high-priority administrative support for insurance agencies by processing and delivering Certificates of Insurance (COIs), coordinating policy renewals, and generating loss run reports with a high sense of urgency to prevent business delays. As a primary point of contact, I promptly handle incoming phone calls and emails from requestors, ensuring their needs are met efficiently while maintaining high customer satisfaction.

Business Process Analysis (Translating operational needs into user specifications) Business Impact Analysis (Checking how system changes impact transactions) Project Documentation (Writing monthly work plans and weekly activity reports)

Social Media Content Creation (Developing content for platforms) Customer Service / Support (Offering solutions and building client loyalty)

System Troubleshooting (Expert in addressing user requests and system errors) IT Support / Tech Support (Handling electronic Service Request Forms) System Automation (Streamlining manual operational processes) Basic HTML (Web content structuring)

Data Management & Reporting (Ensuring real-time, accurate database outputs) MySQL Database (Basic querying and data manipulation) Advanced Excel / Google Sheets (Data tracking, scorecards, and reporting) Google Apps Script (Automating workflows within Google Workspace)