Medicare broker specializing in market analysis and client education. Proven ability to conduct impactful presentations that enhance client understanding of Medicare products. Strong track record of building trust and fostering long-term relationships with clients.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Executive Assistant
DOUGHTY INSURANCE GROUP
North Bend, WA
01.2020 - Current
Conducted canvassing for new event venues to expand options available.
Trained new agents to enhance team productivity and efficiency.
Developed onboarding schedule for new agents to streamline training process.
Coordinated scheduling of meetings and events to ensure optimal resource usage.
Participated in carrier meetings to align on industry standards and practices.
Prepared and hosted team meetings to foster collaboration and information sharing.
Self-employed Medicare Broker
AMANDA’S INSURANCE GROUP
North Bend, WA
07.2018 - Current
Explain the benefits and features of Medicare products
Educate and enroll individuals into Medicare Plans
Answer client questions regarding Medicare
Adhere to all company, carrier, and CMS policies and Procedures
Provide customer service to exciting clients
Conduct presentations on Medicare as well as Carrier Specific products
Analyzed market trends to provide informed insurance recommendations.
Facilitated policy renewals and modifications for clients seamlessly.
Developed strong relationships with clients to enhance trust and communication.
Educated clients on coverage options and benefits clearly and efficiently.
Participated in industry seminars to stay updated on insurance regulations.
Owner, Server, Bartender, Cook
Stan’s Bar-B-Q
Issaquah, WA
06.2022 - 03.2025
Oversaw daily operations to ensure efficiency and productivity.
Managed daily operations and scheduling for staff and services.
Developed marketing strategies to increase customer engagement and sales.
Oversaw inventory management and procurement processes for supplies.
Trained new employees on operational procedures and customer service standards.
Implemented cost-control measures to optimize resource allocation.
Built relationships with local vendors to enhance service offerings.
Facilitated community outreach programs to promote brand visibility and loyalty.
Managed staff to cultivate a positive work environment.
Handled all financial transactions and reporting accurately.
Developed menus and ordered food supplies to meet customer needs.
Executed food service, bartending, and cooking with attention to quality.
Stylist
ROBERT ALLAN SALON
Olympia, WA
01.2006 - 04.2019
Operated as independent contractor in upscale salon serving selective clientele.
Developed new styles and techniques that enhanced customer satisfaction.
Updated and maintained customer information to ensure accuracy.
Trained new stylists through formal classes and informal coaching sessions.
Cultivated and maintained strong professional relationships with clients.
Instructor
THE SALON PROFESSIONAL ACADEMY
San Antonio, TX
01.2014 - 05.2016
Instructed students individually and in groups, using various teaching methods such as lectures, discussions, and demonstrations
Prepared materials and classroom for class activities
Guided and counseled students with adjustments or academic problems
Used various teaching methods and instructional materials to meet students’ varying needs
Developed engaging curriculum for beauty and wellness programs.
Instructed students in practical techniques and industry standards.
Evaluated student progress through hands-on assessments and feedback sessions.
Facilitated open discussions about career opportunities in the salon field.
Conducted lectures, demonstrations and group activities in order to enhance learning experience.
Education
Bachelors of Science - Psychology & Sociology-Minor in Forensics
Colorado State University
Greenwood Village, CO
02.2019
Associated of Arts -
St. Philip’s College
San Antonio, TX
05.2016
Cosmetology -
Gene Juarez Academy
Federal Way, WA
06-2003
Skills
Data analysis and synthesis
Medicare education
Event coordination
Inventory management
Market analysis
Staff management
Customer service
Relationship building
Communication methods and delivery
Educational meetings and instructional tools
Learning styles and comprehension rates
Multimedia resources organization
Certification
Food Handlers Permit
MAST
CNA
Timeline
Owner, Server, Bartender, Cook
Stan’s Bar-B-Q
06.2022 - 03.2025
Executive Assistant
DOUGHTY INSURANCE GROUP
01.2020 - Current
Self-employed Medicare Broker
AMANDA’S INSURANCE GROUP
07.2018 - Current
Instructor
THE SALON PROFESSIONAL ACADEMY
01.2014 - 05.2016
Stylist
ROBERT ALLAN SALON
01.2006 - 04.2019
Bachelors of Science - Psychology & Sociology-Minor in Forensics