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Naomie Thomas Grant
About
Detail
New York, United States
Contact Naomie regarding:
Flexible work
Starting at
USD20/hour
Résumé
Jobs
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Sales SpecialistAppleJul 2024 - Jun 2025 (1 year)- Recorded customer data and preferences into internal systems with high accuracy to assist with product recommendations and support.
- Created reports and maintained records of client interactions and feedback for management review.
- Supported team by organizing sales documentation and maintaining digital files.
- Followed data confidentiality policies while managing sensitive customer information- Life Insurance AgentWorld Financial GroupApr 2022 - Aug 2024 (2 years 5 months)- Accurately entered client insurance data and policy details into CRM and documentation platforms.
- Verified and updated customer records to maintain data accuracy and compliance.
- Generated client reports, quotes, and policy summaries.
- Maintained organized electronic and physical files for easy retrieval and audit readiness. - SFront Desk ReceptionistSLCEDec 2018 - Apr 2020 (1 year 5 months)- Managed databases by entering and updating contact details and appointment logs.
- Filed and retrieved documents, ensuring accurate data storage and fast access.
- Created spreadsheets and supported document preparation tasks.
- Maintained communication with internal teams to ensure timely data sharing. - SSecretaryNov 2008 - Dec 2018 (10 years 2 months)- Input property and client information into internal systems and maintained accurate records.
- Prepared real estate documents and managed document flow for multiple agents.
- Ensured file systems were organized and compliant with company standards.
- Collaborated with team members to track, verify, and correct inconsistencies in listings.
Education
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- NLife InsuranceNY Real Estate InstituteJan 2018 - Feb 2018 (2 months)