Highly-motivated professional with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
23
23
years of professional experience
Work History
Independent Insurance Agent
Self-employeed
Madison, MS
07.2024 - Current
Conducted in-depth assessments to identify coverage gaps and options.
Developed customized insurance plans for diverse client needs.
Maintained accurate records of client interactions and policy changes.
Collaborated with underwriters to ensure policy compliance and approval.
Facilitated regular follow-ups to ensure client satisfaction and retention.
Utilized CRM software to manage leads and track sales progress.
Life and health Insurance Agent
New York Life Insurance Co
Ridgeland, Mississippi
05.2020 - 06.2024
Assisted clients in completing insurance applications and documentation.
Maintained accurate client records using company software systems.
Collaborated with team members to streamline application processes.
Participated in training sessions to enhance product knowledge and sales techniques.
Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
Director of Policy and Community Services
MS Technology Alliance
Ridgeland, Mississippi
01.2003 - 06.2012
Managed strategic partnerships to enhance service offerings with staff on Department of Labor grants in the area of technology
Oversaw budget planning and resource allocation for technology projects.
Facilitated stakeholder meetings to align project goals with business objectives.
Partnered with technology stakeholders for the Technology Conference held annually; assisted with designing workshops led by experts on emerging topics of the use of technology in diverse industries
Lobbied annually for six years or more Mississippi Technology Alliance's salary and program management funding $1.3 million at the state and federal level; garnered Jackson State University's E-Center funding of $500K