Auditing clients policy information through our AMS
Re-shopping of personal home and personal auto insurance quotes
Processing mortgagee changes and policy endorsements
Organizing invoices and booking invoices for payment schedules of vendors
Contacting mortgage companies and banks for payment statuses through phone, fax, and email
Be available for weekly Skype calls.
Tracking all contact and correspondence in HubSpot and other online tools.
Scheduling reports in Hubspot
Creating discount codes and track sales in Shopify
Providing weekly status updates of progress (report on activity, insights and learnings)
Sending a minimum of 7 products per week (28+ per month), one to each YouTube Channel.
Working with each YouTube Channel to create a video that contains an overview of one of our products, our brand information and links to our site in the title and description area.
Write clear, concise and grammatically correct emails and correspondence