• Knowledge of Microsoft Office Suite (Word, Excel and PowerPoint)
Telephone Skills
Account Management
• Data entry
• Excellent verbal and written communication
• Customer service
• Maintaining Licensing for the office and producers
• Acquiring and maintaining Appointments for the producers and all CSR personal
•Accuracy
Ability to organize personal work priorities
Light bookkeeping knowledge
Knowledge of filing and updating records
Expert in handling office equipment
Ability to research and analyze data effectively
Excellent customer service orientation
Demonstrated ability to remain self motivated at all times
Exceptional attention to detail and interpersonal skills
Problem Solving
Insurance
Commissioning
Licensing
Appointment Generation
Switchboard Operator
On-site Services
Vendor Management
Property Management
Property Management Systems
Software Product Management
Proposal Support
Leadership
Strategic Planning
Management
Budgets
Casey Kaplan Summary
Casey Kaplan, based in Gaithersburg, MD, US, is currently a General Manager at FirstService Residential. Casey Kaplan brings experience from previous roles at FirstService Residential, CAMP - Community Association Management Professionals and Brown & Brown Insurance. Casey Kaplan holds a Centreville High School. With a robust skill set that includes Customer Satisfaction, Project Oversight, Creative Problem Solving, Relationship Building, Customer Service and more. Casey Kaplan has 1 emails on RocketReach.
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