Licensed Insurance Agent supporting policy evaluation and client needs assessment for 1-2 policy lines through data-informed analysis and clear documentation. Brings experience monitoring performance signals, reviewing complex information, and partnering with cross-functional stakeholders to align recommendations with risk considerations. Well suited to guide customers through coverage options, maintain accurate records, and support quality service in a regulated environment.
Work History
Licensed Insurance Agent
5 Months
AllState | 06.2026 - Current
Review policy details and customer needs to recommend appropriate coverage options with accuracy.
Document client interactions, updates, and follow-up actions in clear notes for ongoing account support.
Identify potential fraud indicators during case review and escalate concerns through proper internal channels.
Apply HIPAA regulations when handling sensitive customer information and maintaining privacy in routine communications.
Senior Acquisition Specialist
4 Months
Discover | 09.2024 - 01.2025
Demonstrated and presented data, statistical and financial analysis
Implemented and measured special projects for key performance indicators
Collaborated with all cross-functional stakeholders
Managed and monitored credit card products life cycles, target customer segments and industry trends
(remote)
Fraud Account Specialist
1 Year
Discover | 09.2023 - 09.2024
Analyzed transaction patterns to identify trends, spot potential threats, and support faster fraud decisions.
Implemented fraud prevention procedures to strengthen controls and reduce repeat risk across accounts.
Collaborated with other departments to resolve fraud incidents and coordinate timely case follow-up.
Maintained accurate fraud records to support audit readiness and reliable case documentation.
Provided training support to teammates and assisted with internal fraud policy updates as needed.
Account Specialist
1 Year 3 Months
Discover | 06.2022 - 09.2023
Documented customer interactions in computerized records and filing systems to maintain complete account histories.
Supported remote service delivery across multiple communication channels while balancing quality and response time.
Applied policy and procedural guidance to troubleshoot issues and route complex requests to appropriate teams.
Package Handler
1 Year 8 Months
Amazon | 09.2020 - 05.2022
Picked customer orders accurately, following warehouse procedures to support reliable fulfillment.
Packaged outgoing orders carefully, matching items to shipment requirements and reducing preventable errors.
Managed stock retrieval and storage to keep inventory organized and support efficient order flow.
Patient Service Representative
1 Year 1 Month
Advocate Medical Group | 08.2019 - 09.2020
Managed complex patient concerns with careful attention to detail and clear, professional communication.
Supported healthcare navigation by guiding patients through next steps and available service options.
Collaborated with care stakeholders to support quality patient service and timely issue follow-up.
Sales Associate
1 Year 1 Month
H & M | 06.2018 - 07.2019
Delivered courteous in-store service that improved each customer's experience and supported a welcoming sales floor environment.
Represented the H & M brand on the floor, reinforcing product presentation and a consistent customer-facing standard.
Maintained ongoing customer engagement across inquiries, purchases, and loyalty program support.
Education
Business Management Essentials (Certificate Program)
Cornell University | 04.2025
Online
Skills
Statistical analysis
Financial analysis
KPI metrics
Trend analysis
Report generation
Fraud investigation
Root cause analysis
Case review
Policy implementation
Cross-functional collaboration
HIPAA regulations
Customer service
Training support
Industry trends
AWARDS
Bravo Awards Employee of Month
Certification
Personal line insurance license
Timeline
Licensed Insurance Agent
AllState
06.2026 - CurrentRead More
Senior Acquisition Specialist
Discover
09.2024 - 01.2025Read More
Fraud Account Specialist
Discover
09.2023 - 09.2024Read More
Account Specialist
Discover
06.2022 - 09.2023Read More
Package Handler
Amazon
09.2020 - 05.2022Read More
Patient Service Representative
Advocate Medical Group
08.2019 - 09.2020Read More
Sales Associate
H & M
06.2018 - 07.2019Read More
Cornell University
Business Management Essentials (Certificate Program)