I am an experienced manager and trainer with an operational expertise. I will constantly strive to provide a strong willingness to help others while building foundations simultaneously such as great relationships with client and staff.
Overview
24
24
years of professional experience
Work History
Insurance Broker
Healthcare Solutions Team
01.2019 - Current
Diligent Health Insurance agent who creates broad programs for clients and sells based on benefit and not cost
Adept at computer productivity software, cold calling and staying up to date on all insurance changes
Specializes in corporate group sales strong customer service skills and customer training
Maintain personal contact with each and every policy holder and group policy sold.
Managing Director
Crawford Street LLC
02.2018 - Current
Strengthened client relationships with regular communication, timely project delivery, and high-quality service
Established a high-performing executive team, recruiting top talent from diverse industries to drive organizational excellence,
Manual Physical Therapy 2021-2022
River Oaks Skin Institute 2023-2024
Love Life Relations 2020-Present
Lovgun 2020-Present
Client Relationship Manager
CareStack
01.2018 - 01.2019
Develop customer success programs and process
Participate in management efforts to maintain high morale, low attrition, and excellent teamwork
Measure performance monthly using standard agreed metrics to ensure trends are quickly understood and to maximize efficiency and efficacy of teams
Maintain collective responsibility for achieving revenue in line with the budget as well as positive customer retention and margin goals relative to the impact of services
Coordinate with management to understand client needs and requirements and translate that into actionable next steps
Collaborate across internal and external teams to finalize contracts, execute communication plans, and increase positive outcomes
Partner with the implementations team to provide account leadership during the migration and implementation process
Provide support and strategic business insight about products and services to management, peers, and clients, resulting in increased retention rates
Collaborate with all levels of the organization to drive implementations and optimal levels of product adoption.
Specialty Regional Manager
Pacific Dental Services
01.2017 - 01.2018
Weekly collaboration with the Regional Operations Management team to drive year over year growth
Consistently implementing standards and best practices, supporting Owner Doctors in the development of their Specialty practices as well as assist the Regional Partner in identifying key Specialists
Facilitate relationships between Specialists and General Dentist to drive specialty production through setting clear expectations with referring providers and front office staff
Creates an environment for training that encourages team members to develop and grow through knowledge transfer and cross training while always providing effective leadership, coaching and mentoring as well as promoting the Company culture and values.
Front Office Manager/Trainer
Pacific Dental Services
01.2015 - 01.2018
Responsible for training all front office staff for all 56 offices as well as Office Managers, Regional Managers, Doctors and Regional Partners to the company standards through regional certified workshops, study clubs, shoulder to shoulder coaching as well as being the liaison between National Support and the offices
Developed and conducted regional trainings identifying improvements for processes that can better the patient experience, increase operational efficiency and increase office profitability
Continuously providing feedback monthly to Regional Management detailing accomplishments, areas for improvement and subsequent growth of the region.
Office Manager
Pacific Dental Services
01.2013 - 01.2015
Responsible for achieving the financial performance and revenue growth of the office year over year by implementing precise, realistic, and measurable individual and office goals that are challenging and compatible with the Company policy
Responsible for managing all front and back office personnel
Maintained efficient staff levels by interviewing and selecting all talent, delivering performance appraisals, disciplinary actions and salary administration
Worked with dentists to help develop their patient communication skills for better case acceptance
Responsible for assessing, investigating, and resolving staff and patient issues by analyzing the facts and circumstances to develop timely, effective and logical yet creative solutions while always making sure to create an environment to facilitate learning.
Store Manager
Soma Intimates
01.2012 - 01.2013
Responsible for a seven figure store with 14 employees.
Owner
Competent Employee Services
01.2010 - 01.2011
HR service company focused in oil and gas.
Store Manager
LOFT
01.2007 - 01.2010
2.1M store with a staff of 15-25 people.
Sales Associate
Hampton Toyota
01.2006 - 01.2007
July 2006 Sales person of the month, 30 units sold)
Manager
Personal Fitness Trainer Health Club
01.2005 - 01.2006
Co-Manager
Victoria's Secret
01.2002 - 01.2005
5.5M store with 20-80 employees
Assistant Manager
Sizeler Apartments
01.2001 - 01.2002
Sales and leasing, managing apartment facility.
Assistant Manager
Kirklands
01.2000 - 01.2001
Education
Sexpert Certification -
Loveology University
Online
04.2021
Relationship Coach Certification -
International Association of Professions Career Co