Organized and dependable leader successful at managing multiple priorities with a positive attitude. As a natural problem solver, critical thinking skills allow for the ability to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Area Business Manager
Chandler Chamber of Commerce
01.2024 - Current
Developed and executed retention plans to effectively increase retention by 5% year over year
Worked collaboratively with cross-functional teams to ensure timely delivery of products and service
Achieved and exceeded sales targets by 12% year over year
Medicare Advisor Team Lead
Chapter
08.2022 - 08.2023
Acted as head of team that processed over 2.5k Medicare Advantage and Medicare Supplement policies in Q4 of 2022
Collaborated with relevant teams to define scope, objectives, and timelines of key initiatives
Oversaw and empowered 7 team members by delegating responsibilities according to individual strengths and areas of expertise.
Insurance Specialist/Retention Team Lead
State Farm
12.2019 - 06.2022
Processed and closed more than $10M in property and casualty insurance policies annually
Developed 15 team members through relationship-building, one-on-one coaching, and side-by-side direction
Confirmed 100% of applications based through underwriting by committing to excellent performance
Education
Bachelor of Arts - Business Administration And Management
Benedictine University At Mesa
05.2020
Skills
Project Management
Lead Generation
Verbal and Written Communication
Sales Management
Task Delegation
Customer Relationship Management (CRM)
Employee Coaching and Mentoring
MS Office
Staff Training and Development
Customer Relationship Management
Marketing
Timeline
Area Business Manager
Chandler Chamber of Commerce
01.2024 - Current
Medicare Advisor Team Lead
Chapter
08.2022 - 08.2023
Insurance Specialist/Retention Team Lead
State Farm
12.2019 - 06.2022
Bachelor of Arts - Business Administration And Management
Benedictine University At Mesa
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