Results-oriented professional with a history of delivering impactful organizational changes and building strategic initiatives. Proven ability to lead, build and inspire teams, volunteers and community members while ensuring alignment with goals and fostering a culture of excellence. Recognized for taking proactive approach to identifying and addressing issues, with focus on strong team leadership and development to drive forward progress. Highly organized, detail-oriented leader skilled in implementing systems across multiple operations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Customer Relations Manager
Farm Bureau Insurance
06.2025 - Current
Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
Maintained a high level of product knowledge to effectively assist customers with their questions and concerns
Assisted customers with product selection based on their needs and preferences, resulting in increased sales revenue
Utilized CRM software to accurately document interactions with customers and track issue resolution progress
Scheduled and coordinated meetings, appointments, and travel arrangements for executives and staff members
Handled incoming calls, emails, and mail; directed inquiries to appropriate personnel or provided necessary information
Managed calendars for multiple individuals by scheduling appointments based on priority levels and availability
Developed and maintained a portfolio of XX clients, providing them with personalized insurance solutions
Educated clients on the features, benefits, and exclusions of different insurance policies to help them make informed decisions
Managed policy renewals by proactively contacting clients ahead of expiration dates and offering updated coverage options
Participated in ongoing training programs to stay up-to-date on industry trends, product knowledge, and regulatory changes affecting the insurance market
Independent Director
Thirty-One Gifts
08.2013 - Current
Facilitate training on customer service, business management, and marketing
Consistently produce over $1,000 in sales monthly and in the top 5% of the company
Coordinate fundraisers, campaigns to give back to the community (GIVES) and events
Promote my business through out of the box opportunities
Create marketing materials for potential customers, team members and the community
Implement an effective follow up system to ensure customer satisfaction
Offer professional support to team members, colleagues, hostesses and guests
Building and maintaining a team of 15+
Maintains business budget, inventory, purchasing and reporting
Behavioral Health Clinical Coordinator, Compliance Officer, MH-LAC Coordinator
Bullhook Community Health Center
10.2014 - 02.2016
Collaborated meetings, conference calls, and presentations for a staff of 40+
Coordinating and reporting trends in interdepartmental functioning while working with governing boards
Collection, review and analysis of data for quality improvement
Oversees multiple work plan with reportable outcomes through graphs, narratives and education
Document activities and record information for quality improvement
Assist the providers with training needs, workflow development and planning
Develop and maintain cooperative working relationships with behavioral health specialists, and community groups to determine community health needs and the availability of services
Maintenance of databases, training records, work plans
Preparation and distribution of health educational materials
Coordinate, maintain and implement Behavioral Health Integration into primary care through collaboration, training, education, team action plans, assessment and implementation
Monitoring of provider's compliance activities
Development of workflows, action plans, research studies and other key materials for daily use
Juvenile Detention Alternatives Initiative (JDAI)
HELP Committee Boys & Girls Club of the Hi-Line
07.2008 - 08.2012
Collaborated monthly meetings, conference calls, and presentations for a variety of networks throughout the community as well as marketing.
Have established great working relationships with the local law enforcement agencies, 12 th Judicial District Youth Court personnel, 12 th Judicial District Juvenile Probation Offices, County Attorney's Office and a variety of community partners and local service providers.
Great working relationships with the Cascade County Juvenile Detention Center and other JDAI representatives across the state.
Implemented the use of a Risk Assessment Instrument and updated monthly data.
Researched programs and created proposals to the community for alternatives to save cost and promote public safety.
Recruited professional community members to join coalitions and serve the community.
Write and submit monthly and quarterly reports according to grant guidelines.
Wrote articles, news releases, and other informational materials.
Worked closely with the media.
Understanding of at risk youth and juvenile justice reform.
Supporting and enhancing the state efforts to improve the juvenile justice system and support research based models and best practice programs.
Program Coordinator
Youth Reporting Center (YRC)
Completed the program development from scratch in a month and a half for the YRC, restitution program and community service program.
Coordination of efforts with the court, probation officers, public defender, district attorney, city court, city prosecutor, Havre Public Schools and community agencies.
Maintaining all monthly and quarterly data collection.
Serving as the main liaison between the program and the juvenile justice system representatives.
Accepting referrals and overseeing referral plans so the needs of the referring agency and youth are being met.
Preparing the YRC daily programming schedule and youth/family interviews.
Maintaining security, order and discipline to prevent disturbances and ensures the safety of clients, staff and community.
Assisting with sustainability planning.
Preparing and implementing daily schedules with multiple youth referrals.
Facilitates and plans meetings with referring agencies, coalition members and community members.
Created programming to use for: shoplifting, bullying, financial management, and life skills development.
Prepares and submits quarterly reports on or before deadline.
Works closely within the Havre community and has an extensive network of professionals in the community.
Prepares all public relations materials for the community through: news releases, brochures, interviews, articles, letters and all marketing needs.
Education
Bachelors in Business Administration (BBA) - Project Management
Intercontinental University Online
Associates Business Administration (ABA) - Business Administration
Intercontinental University-Online
Skills
Administrative experience
Volunteer management
Process improvement
Relationship management
Self-starter and capable of working independently with minimal guidance
Business operations - Business operations experience (11-15 years)
Experience in non-profits (10 years)
Scheduling multiple programs or events
Policy Development
Program development & design
Presentation skills
Power Point, Canva Digital Design
Nonprofit management
Teamwork (10 years)
Workforce development
Succession planning
Grant writing (10 years)
Recruiting
Program management (10 years)
Public speaking
Relationship building, Team development
Event marketing
Events management (10 years)
Community outreach
Team leadership
Marketing strategies
Training facilitation
Program management
Strategic planning
Partnership development
Grant writing
Human resources management
Media relations
Team leadership, training, and development
Board relations
Certification
Montana Insurance Producer October 2025 to May 2028 Property & Casualty
First Aid Certification
CPR Certification
Driver's License
Timeline
Customer Relations Manager
Farm Bureau Insurance
06.2025 - Current
Behavioral Health Clinical Coordinator, Compliance Officer, MH-LAC Coordinator
Bullhook Community Health Center
10.2014 - 02.2016
Independent Director
Thirty-One Gifts
08.2013 - Current
Juvenile Detention Alternatives Initiative (JDAI)
HELP Committee Boys & Girls Club of the Hi-Line
07.2008 - 08.2012
Program Coordinator
Youth Reporting Center (YRC)
Bachelors in Business Administration (BBA) - Project Management
Intercontinental University Online
Associates Business Administration (ABA) - Business Administration
Administrative Assistant at Indiana Farm Bureau, Inc.®, the Parent Company of Indiana Farm Bureau InsuranceAdministrative Assistant at Indiana Farm Bureau, Inc.®, the Parent Company of Indiana Farm Bureau Insurance