Met with current and prospective clients in their homes to discuss retirement planning options.
Completed all insurance CE credits for KS, AHIP, and other Medicare certifications to maintain a high level of knowledge for any questions relating to Medicare.
Managed two work numbers with an average of 30 calls being forwarded per day with client requests, in addition to outbound call requirements.
Developed personalized insurance plans based on client needs and financial goals.
Dietary Cook/Aide
Botkin Care and Rehab
Wellington, KS
01.2025 - Current
Follows detailed and specific recipes to ensure dietary guideline adherence for each resident.
Maintains all checklists, temperature logs, deep cleaning, and daily routine checklists to ensure accurate reporting.
Cheerfully encourages residents to come to the dining room and participate fully in meals with their peers.
Monitored food safety practices to ensure compliance with health regulations.
Financial Counselor
R1 RCM/Ascension St Joseph
Wichita, KS
05.2025 - 09.2025
Responsible for counseling uninsured and under-insured patients to find a funding source for their medical services.
Required to multitask, use and navigate multiple systems, EHRs, insurance verification sites, and to communicate with compassion and authenticity to build trust with patients when discussing sensitive situations.
Maintained a thorough understanding of Medicaid, Medicare, and other necessary insurance companies to verify patient insurance and eligibility.
Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
Owner/ Manager
Bifrost Roofing LLC
Wichita, KS
09.2022 - 07.2025
Maintains accurate and detailed records of work done by and for the company in multiple application types and services.
Administers payroll in a timely manner, weekly for rotating employees.
Manages spreadsheets pertaining to business expenses of all employees, company vehicles, and marketing.
Oversaw daily operations, ensuring project timelines and quality standards were consistently met.
Insurance Agent/Sales Representative
Ehealth Insurance
Wichita, KS
05.2021 - 05.2022
Greeted new and returning customers virtually while pitching new products or explaining current coverage.
Met and/or exceeded personal and team sales goals weekly, monthly, and quarterly.
Held a current license in 43 states and sold various products for more than 50 highly distinguished companies.
Developed training materials for new agents, enhancing the onboarding experience and knowledge retention.
Education
Bachelor of Science - Cyber Security And Information Assurance
Western Governors University
Salt Lake City, UT
12.2027
Associate of Science - Medical Billing And Coding
Ultimate Medical Academy
Clearwater, FL
01.2021
Skills
Licensed insurance agent
Customer service
Professionalism and ethics
Client relations
HIPAA compliance
Continuing education
Insurance verification
Account management
Timeline
Insurance Agent/Financial Professional
Bankers Life & Casualty
09.2025 - Current
Financial Counselor
R1 RCM/Ascension St Joseph
05.2025 - 09.2025
Dietary Cook/Aide
Botkin Care and Rehab
01.2025 - Current
Owner/ Manager
Bifrost Roofing LLC
09.2022 - 07.2025
Insurance Agent/Sales Representative
Ehealth Insurance
05.2021 - 05.2022
Bachelor of Science - Cyber Security And Information Assurance