Amanda Fugate
Financial Representative
Bettendorf,IOWA
Summary
Accomplished former teacher with twenty-three years of experience with a strong background in leadership, curriculum writing, and communication with administrators, colleagues, and parents.
Also, a financial representative with Modern Woodmen of America, adept at delivering personalized financial solutions and fostering client relationships. Proven problem-solver with strong organizational skills, enhancing service continuity and client satisfaction. Successfully managed client data confidentiality while achieving sales targets in life insurance products. Excellent communicator committed to client success.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Representative
Modern Woodmen of America
04.2025 - Current
- Provided personalized financial solutions to clients, assessing needs and recommending appropriate products.
- Assisted in developing client relationships through effective communication and follow-ups.
- Managed client data using CRM systems, maintaining confidentiality and data integrity.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
- Sold Term Life Insurance and Permanent Life Insurance products.
- Developed strong relationships with clients through consistent communication and excellent service.
Office Assistant
Brad Fugate With Modern Woodmen of America
06.2023 - Current
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Contributed to a positive work environment by fostering open communication among colleagues.
- Prepared and edited documents to produce precise, accurate and professional communication.
- Enhanced office efficiency by organizing and maintaining filing systems both digitally and physically.
- Coordinated meeting schedules and logistics, leading to smoother operations and better time management.
- Facilitated better customer service by promptly addressing inquiries and concerns via phone and email.
- Input data into spreadsheets and databases.
- Purchased and maintained office supplies.
- Coordinated and scheduled meetings and appointments.
Volunteer Activities Coordinator
Modern Woodmen of America
06.2023 - Current
- Coordinated volunteer activities, enhancing community engagement and participation.
- Managed event logistics, ensuring seamless execution of community service projects.
- Collaborated with local organizations to identify partnership opportunities and resources.
- Enhanced community impact through the organization of diverse volunteer activities and events.
- Researched new ideas for programs and activities, taking into consideration participants' suggestions.
- Strengthened relationships with local businesses, securing in-kind donations and sponsorships for events.
- Managed and tracked volunteer hours and progress to support accurate documentation.
Educator
Davenport Community School District
08.2011 - 02.2020
- Developed engaging lesson plans aligned with curriculum standards.
- Facilitated classroom discussions to enhance student participation and critical thinking.
- Implemented differentiated instruction strategies to meet diverse learning needs.
- Assessed student performance through various evaluation methods for targeted feedback.
- Mentored new educators on effective teaching practices and classroom management techniques.
- Utilized educational technology tools to enhance teaching effectiveness and student engagement.
- Participated in professional development workshops to stay current with educational trends and methodologies.
- Built relationships and communicated with parents to provide best learning environment for children.
- Collaborated with colleagues to develop and revise curriculum, enhancing learning experience.
- Implemented classroom management techniques that fostered a positive and inclusive learning environment for all students.
- Monitored student progress and adjusted instruction to meet individual needs.
- Developed and implemented differentiated instruction strategies for diverse learners, ensuring individualized attention and success.
- Utilized innovative teaching strategies to effectively engage students in learning.
- Assessed student performance and provided feedback to facilitate student success.
- Led professional development sessions for fellow teachers on topics such as technology integration or assessment design, contributing to a culture of ongoing improvement within the school community.
- Implemented classroom technology to enhance learning and make lessons more accessible to all students.
- Boosted student reading comprehension with targeted literacy interventions.
- Led professional development workshops, sharing innovative teaching strategies with peers.
Educator
Dubuque Community Sch District
08.2003 - 06.2011
- Established strong relationships with parents through regular communication, fostering a supportive network for student success.
- Facilitated student-led, inquiry-based activities in classroom to enhance learning experience.
- Created and implemented assessments to measure student progress.
- Integrated feedback from students and parents to continuously improve teaching methods and classroom management techniques.
- Guided students in setting and achieving personal and academic goals.
- Facilitated positive learning environment, establishing clear expectations and supportive classroom culture.
- Developed and implemented classroom routines to address varying student needs.
- Participated in department meetings to provide input to colleagues about student achievement and improvement.
- Scheduled conferences with parents to discuss students' progress and classroom behavior.
- Boosted student reading comprehension with targeted literacy interventions.
Education
Education
Millikin University
Decatur05-2000
Skills
- Client servicing
- Problem-solving abilities
- Multitasking Abilities
- Organizational skills
- Critical thinking
- Excellent communication
Certification
- Iowa/Illinois Life Insurance License
Timeline
Financial Representative
Modern Woodmen of America
04.2025 - Current
Office Assistant
Brad Fugate With Modern Woodmen of America
06.2023 - Current
Volunteer Activities Coordinator
Modern Woodmen of America
06.2023 - Current
Educator
Davenport Community School District
08.2011 - 02.2020
Educator
Dubuque Community Sch District
08.2003 - 06.2011
Education
Millikin University
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