Reliable and enthusiastic associate offering experienced life insurance and annuity sales. Adept at prioritizing tasks, maintaining organization, effective communication and optimizing workflow. Accustomed to balancing high-volume inquiries with administrative needs.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
AAA Life Insurance Co.
01.2025 - Current
Built strong rapport with patients'' siblings through age-appropriate sibling support programs designed to address the unique challenges faced by this population group.
Maintained comprehensive records of each patient interaction, supporting evidence-based practice within the child life department.
Assisted in developing patient-specific goals for coping with hospitalization, promoting positive adjustment to their medical experiences.
Offered compassionate support during end-of-life situations, providing comfort measures for both patient and family members involved in palliative care decisions.
Life Insurance Agent
Symmetry Financial Group
06.2023 - 06.2024
Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Real Estate Agent
Exp Realty
03.2020 - 03.2023
Professional Nanny
Self Employed
07.2019 - 01.2020
Worked with parents to develop and implement discipline programs to promote positive behavior
Engaged with children on individual basis to build positive relationships
Offered positive and nurturing environments to support child social and emotional growth
Monitored children's play activities to verify safety
Professional Nanny
Self Employed
09.2017 - 07.2019
Worked with parents to develop and implement discipline programs to promote positive behavior
Made healthy snacks and meals for two children
Identified warning signs of emotional and developmental problems in children
Organized extracurricular schedules for sports and classes and provided safe transportation to different events
Assisted children with homework assignments and special projects across different subjects to promote academic success
Supervised children on playground to help develop physical and social skills
Encouraged children to be understanding of and patient with others
Office Assistant
City Blueprint And Supply Co/
09.2015 - 09.2017
Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Coordinated, scheduled and arranged meeting and travel calendars, including business and social events.
Kept business, customer and financial records current and accurate to stay on top of changing information and avoid lost data.
Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to stakeholders.
Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
Customer Service Manager
Thomasville Furniture Industries
06.2012 - 09.2015
Researched and corrected regular, advanced and long-standing customer concerns to promote company loyalty.
Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
Conferred with sales teams and team leaders to communicate targets, boost revenue and improve promotional strategies.
Reviewed repeated issues within operations and business management to solve problems and improve company outcomes.
Collected customer feedback and made process changes to exceed customer satisfaction goals.
Increased customer retention by developing and offering unique discount options while driving interest in new product lines.
Worked with marketing department to launch and manage promotional activities and campaigns.
Followed through with client requests to resolve problems.
Customer Service Supervisor
Old Navy
06.2009 - 06.2012
Evaluated interactions between associates and customers to assess personnel performance and customer satisfaction.
Established and updated work schedules to account for changing staff levels and expected workloads.
Exceeded team goals and collaborated with staff members
to implement customer service initiatives.
Critically monitored customer service operations to assess agent performance and provide evaluations and feedback.
Supervised day-to-day customer service operations to provide staff with guidance and drive productivity.
Assessed and authenticated customer exchanges, voids and returns.
Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
Greeted and helped guests at busy retail store.
Receptionist/Office Administrative Assistant
Enterprise Insurance Inc.
06.2006 - 06.2009
Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
Sorted and distributed mail correspondence between departments and personnel, including parcel packaging, preparation and efficient shipping.
Kept reception area clean and neat to give visitors positive first impression.
Drafted professional memos, letters and marketing copy to support business objectives and growth.
Answered inquiries and resolved or escalated issues to management personnel to ensure client satisfaction.
Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Childcare Lead Teacher
KinderCare Learning Centers Inc.
07.2003 - 06.2006
Increased student satisfaction by frequently communicating with students about needs and adapting lessons to interests and classroom progress.
Used classroom observations to create written assessments of student performance.
Promoted sensory development by providing access to different textures.
Worked with teaching staff to evaluate individual progress and recommend appropriate learning plans.
Consulted with parents to build and maintain positive support networks and support continuing education strategies.
Maintained well-controlled classrooms by clearly outlining standards and reinforcing positive behaviors.
Promoted physical, academic and social development by implementing diverse classroom and outside activities.
Observed children to identify individuals in need of additional support and developed strategies to improve assistance.
Applied play-based strategies, including crafts and games, to provide diverse approaches to learning.