To obtain a challenging position with a progressive company
Overview
20
20
years of professional experience
Work History
Community Outreach Representative for Agents/Broker
One Medical Seniors
9 2022 - 04.2024
Work to expand and guide sales efforts to boost patient enrolments at assigned clinics
Encourage insurance brokers to recommend One Medical Seniors to their clients
Hosted broker managers and their agent training classes in clinics
Responsible for conducting educational sessions for agents on One Medical during AEP kickoffs.
Generate and foster leads for One Medical brand by carrying out planned operations and community events with agents
Hold educational seminars at insurance firms to instruct agents on One Medical Seniors brand
Arrange and oversee clinic tours for agents and prospective patients
Employ community tabling and outreach mapping for enhancing brand recognition
Organize community room events for agents and patients
Ensure timely and precise recording of patient enrolment activities in salesforce, along with managing administrative duties including metric reporting.
Conducted community workshops to promote different programs and educate public on available services
Connected individuals with available and relevant resources
Sales Consultant
VPN Safe Vault
02.2020 - 08.2022
Successfully sold streaming Tv services to a broad customer base
Manage high call volumes selling streaming TV services
Maintain deep product knowledge and stay up to date with features and technical aspects of streaming TV service
Cultivate strong relationships with customers through exceptional customer service and follow-ups, ensuring high retention rate.
Independent Insurance Agent
Affordable Insurance Solutions
10.2006 - 02.2020
Market life, health products to potential clients
Organize health fair presentations to educate people about health & life products
Contact potential customers gathered from events
Call on policyholders to deliver and explain policy, to analyze insurance program
Contact underwriter and submit forms to obtain binder coverage
Customize insurance programs to suit individual customers
Confer with clients to obtain and provide information when claims are made.
Fundraising Specialist
EIS
10.2005 - 11.2007
(Emergency Internet Solution), Market family security plans and personal identification cards
Market fundraiser program to organizations
Educated organizations to the benefit of using a community base fundraiser product to raise capital
Managed fundraiser implementation, progress, and collections of funds raised in the fundraiser.
Office Manager
Direct Energy
08.2002 - 08.2005
Provided updates of all issues and resolutions for offices daily to the sales development administration manager
Primary liaison regarding any advisor issues
Responsible for the accuracy and distribution of office payroll
Order and approve office supplies for respective office
Assist Sales Development Specialists with conducting interviews
Ensured the office is open on time
Ensured all office personnel follow company policy and directives from management
Responsible for maintenance and upkeep of company van fleet
Education
Some College (No Degree) - Business/Marketing
Northwestern State University
Natchitoches, La.
05.2001 - 05.1994
Diploma -
Valley Forge Military Academy
Wayne, Pa
08.1990 - 05.1991
Some College (No Degree) - Obtain Health & Life Insurance License
Texas Department of Insurance
Houston, TX
10.2006 - 10.2006
Timeline
Sales Consultant
VPN Safe Vault
02.2020 - 08.2022
Some College (No Degree) - Obtain Health & Life Insurance License
Texas Department of Insurance
10.2006 - 10.2006
Independent Insurance Agent
Affordable Insurance Solutions
10.2006 - 02.2020
Fundraising Specialist
EIS
10.2005 - 11.2007
Office Manager
Direct Energy
08.2002 - 08.2005
Some College (No Degree) - Business/Marketing
Northwestern State University
05.2001 - 05.1994
Diploma -
Valley Forge Military Academy
08.1990 - 05.1991
Community Outreach Representative for Agents/Broker