Experiences at Pinion Financial Services(AIG Financial Advisors)

Assisted senior financial planner with scheduling, maintaining client accounts and managing client relations

Completed paperwork to facilitate account transfers and life insurance related requests

Provided comprehensive clerical support and receptionist duties for high call volume office

Responded to inquiries from individual clients regarding health insurance options; provide support to branch health insurance agents to assist them in managing client accounts

Created proposals for prospective group health insurance clientele to assist in marketing...