AMETHYST BOGNER
Orange,CA
Summary
Seeking a challenging position that will draw on my previous skills and experience with an opportunity for professional growth and advancement.
Overview
18
18
years of professional experience
Work History
Agent Relations
Jack Schroeder and Associates Inc.
09.2021 - 03.2025
- Assist agents with all Medicare, contracting, commission, and certification questions
- Onboard agencies and agencies downlines
- Assist agents with ACA/STM, contracting, commission, and certification questions
- Presenting product training to agents
- Ordered supply kits from carriers
- Called carriers on behalf of agents for status on agent’s client applications and contracting status/issues
- Recruited new agents
Executive Marketing Coordinator
Applied General Agency Inc.
01.2017 - 03.2021
- Creating business cards, service flyers, event flyers, trifold, posters, custom pieces
- Special recruiting projects
- Assisting agents in recruitment for growth
- Direct mail backup
- Pulling reports for all Regional Sales Managers
- Customer service
Events Administrator
Applied General Agency Inc.
09.2014 - 12.2016
- Coordinating events for Medicare agents in all areas
- Creating marketing pieces for agents to advertise events
- Maintaining medical group and facility relationships with agents
- Facility PO’s, email follow ups, customer service
Order Entry/Customer Service (Sweet Factory Manager)
Gravy Nut & Candy
12.2011 - 07.2014
- Responsible for 87 Sweet Factory Stores from East to West Coast
- Entering candy orders for Sweet Factory as well as other big customer accounts
- Answering phones, invoicing, RMA credits, customer service
Administrative Assistant/Sales Rep
Rate Quest Investments
Newport Beach, California
12.2006 - 12.2011
- Answering phones, filing, data entry, customer service
- Calling Banks and Credit Unions for rates
- Sending out offerings to possible clients/building client relationships
- Selling jumbo CDs to Banks and Credit Unions
- Creating tickets for new investments/keeping track of all investments
- Scheduled appointments and maintained calendar
- Preparing communications such as memos, emails, or reports
- Ordering and maintaining office supplies
- Processing expense reports
- Managing travel arrangements
- Managing accounts and performing basic bookkeeping
- Performing data entry and analysis
Education
High School Diploma -
California High School
Whittier, CA06-2000
Skills
- Medicare knowledge
- Contracting processes
- Commission management
- Product training
- Agent recruitment
- Customer relationship management
- Event coordination
- Marketing strategy
- Report generation
- Polite communication skills
- Relationship building
- Internet savvy
- Organizational skills
- Resolving customer issues
- Strong communication
- Customer service
- Time management
- Project management
Timeline
Agent Relations
Jack Schroeder and Associates Inc.
09.2021 - 03.2025
Executive Marketing Coordinator
Applied General Agency Inc.
01.2017 - 03.2021
Events Administrator
Applied General Agency Inc.
09.2014 - 12.2016
Order Entry/Customer Service (Sweet Factory Manager)
Gravy Nut & Candy
12.2011 - 07.2014
Administrative Assistant/Sales Rep
Rate Quest Investments
12.2006 - 12.2011
High School Diploma -
California High School
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