Designing personalized insurance policies aligned with individual client needs.
Responding quickly and accurately to inquiries from clients regarding their coverage plans.
Preparation of documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Ensuring compliance with applicable laws, regulations, and company policies while selling insurance products.
Assessing customer risk levels and recommended appropriate coverage options.
Maintaining accurate records of all insurance transactions using computer software systems.
VISUAL MERCHANDISING SPECIALIST
Evolucion Innovations
Portland, OR
08.2018 - 01.2024
Monitoring of US store retail trends and financial productivity through NetSuite sales reports.
Coordination between multiple departments to ensure timely and accurate transfer of products during seasonal flip periods
Oversite of multiple weekly incoming shipment deliveries.
Maximizing sales and visual impact by designing the arrangement of tables, fixtures and mannequins.
Designing and creating window displays, interior displays, seasonal floor plan sets, and special promotion displays to adhere to Evo’s visual standards and aesthetic
Presenting updated floor plans and design strategy to store management.
Travel to locations including Whistler, Seattle, and Salt Lake City to assist in new store build outs and the visual merchandising of new and existing storefronts
Designed and curated the build out of Evo’s outlet retail space within the Distribution Center in Sumner Washington.
Working with the Retail Design Manager, store management and staff to ensure visual standards are upheld throughout US retail locations
Onboarding and training of staff in regard to visual merchandising guidelines, expectations and implementation
SNOWBOARD SALES ASSOCIATE
Evolucion Innovations
Portland, OR
09.2017 - 09.2018
Building a trusting relationship with customers of all ages in order to relate which product met their needs, ability level, and future desires
Ensuring store and product displays were neat and organized, greeting customers, handling POS transactions, working as a team to process shipment, and ensuring product was fully stocked.
District Administrative Assistant at Farmers Insurance District 25 - Jason C. CassidyDistrict Administrative Assistant at Farmers Insurance District 25 - Jason C. Cassidy