Gavin Gwaltney
Davidson
Summary
Insurance Clerk at Professional Planning Group with strong analytical thinking skills. Successfully processed insurance applications and maintained organized records, enhancing retrieval efficiency. Proficient in data entry and document review, contributing to improved accuracy in client information management and customer satisfaction.
Overview
1
1
year of professional experience
Work History
Insurance Clerk
Professional Planning Group
01.2025 - 08.2025
- Processed insurance applications and verified accuracy of submitted information.
- Assisted in maintaining organized records and files for efficient retrieval.
- Utilized software systems to input client data and track policy changes.
- Supported team in responding to customer inquiries regarding coverage options.
Education
High School Diploma - Accounting
Gardner-Webb University
Boiling Springs, NC12.2028
Skills
- Document review
- Records management
- Number-savvy
- Great mathematical skills
- Effective communication
- Data entry
- Analytical thinking
- Data inputting
Timeline
Insurance Clerk
Professional Planning Group
01.2025 - 08.2025
High School Diploma - Accounting
Gardner-Webb University
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