Tenured, goal-focused insurance sales agent and financial services professional with over 3 years of experience spanning various insurance products, both group and individual. Experience customizing insurance plans to fit individual needs by effectively explaining product features. Proven success in developing marketing strategies to promote products and services. Proven ability to calculate premium amounts, establish payment methods, collaborate with underwriters, and obtain binder coverage. Additional areas of demonstrated value include customer service orientation, excellent time management, experience with the MS Office Suite, ability to navigate multiple screens, strong organizational skills, attention to detail, ability to analyze credit, banking, and financial records, ability to manage multiple tasks, and drive to completion, as well as the ability to work across various functions and departments.
Overview
1
1
Certification
23
23
years of professional experience
Work History
Owner/Broker
Aflac
Greensboro, NC
01.2020 - Current
Evaluate group or individual customers' needs and financial status to customize products based on their needs.
Build strong relationships with potential clients to promote the firm and the products.
Develop marketing strategies to promote agency and products.
Evaluate group or individual customers' needs and financial status and propose protection plans that meet their criteria.
Work with clients to deliver risk management strategies that fit their risk profiles.
Independent Insurance Producer
2018-2020
Certified Nursing Assistant
Excel Staffing
Greensboro, NC
04.2017 - 03.2021
Provided patient comfort by providing personal care.
Transported patients including those with mobility limitations.
Answered patients' call lights and requests.
Observed and reported observations of the patient to nursing supervisor.
Maintained patient records.
Turned or moved patients.
Documented care activities and patient observations in facility records
Followed infection control procedures and maintained clean patient areas
Delivered meals, assisted feeding, and monitored intake concerns
Answered call lights promptly and responded to patient needs accordingly.
Monitored vital signs including blood pressure, pulse rate, respiration rate.
Licensed Health Insurance Agent
Aflac
High Point, NC
11.2018 - 09.2020
Educate customers on each type of insurance coverage and make recommendations based on their needs.
Evaluate current insurance policies and recommend additional coverage when needed.
Maintain all insurance documents in a confidential way.
0
Develop marketing strategies to promote agency and products.
Work with underwriters and provide necessary information to review claim.
Evaluate group or individual customers' needs and financial status to customize products based on their needs.
Demonstrate ability to communicate, present, influence and sell effectively.
Licensed Medicare Insurance Agent
Licensed Long Term Insurance Agent
Licensed Hospital Indemnity Insurance Agent
Licensed Cancer Insurance Agent
Licensed Stroke Insurance Agent
Licensed Heart Attack Insurance Agent
Licensed Critical Illness Insurance Agent
Presented Aflac supplemental health benefits to individual and group clients
Advised prospects on policy options, eligibility, and coverage details
Guided customers through enrollment, billing, and policy changes
Completed insurance applications and verified client information for accuracy
Built client relationships through calls, meetings, and follow-up communication
Identified areas where additional coverage may be needed or beneficial for clients.
Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
Attended conferences and seminars related to health insurance policies.
Certified Nursing Assistant
Camden Place Health & Rehabilitation
Greensboro, NC
06.2014 - 06.2015
Provided client care according to the approved plan of care
0 Assisted clients with personal care and hygiene
0
Assisted in providing safe environment
Complied with all documentation and record keeping requirements
0 Provided excellent customer service skills
Assisted patients with bathing, dressing, grooming, and daily living tasks
Monitored vital signs and reported changes to nursing staff
Repositioned patients and supported safe transfers with mobility aids
Documented care activities and patient observations in facility records
Followed infection control procedures and maintained clean patient areas
Communicated patient needs clearly with Excel Staffing healthcare teams
Delivered meals, assisted feeding, and monitored intake concerns
Responded promptly to call lights and patient comfort requests
Answered call lights promptly and responded to patient needs accordingly.
Assisted patients with activities of daily living such as bathing, grooming, and dressing.
Patient Check-in/Check-out
Back to Basics Home Visits and Family Practice Clinics
Whitsett, NC
09.2014 - 02.2015
Verified Insurance
Certified Nursing Assistant
Medical Office Receptionist/Clinical Assistant
2015-2016
Completed referrals and scheduled appointments
Collected Copays and assisted patients with basic paperwork
Clinical Assistant including taking vital signs and obtaining specimens
Completed day-to-day duties accurately and efficiently.
Prioritized and organized tasks to efficiently accomplish service goals.
Completed routine maintenance and repair.
Certified Nursing Assistant
Skeet Club Manor
High Point, NC
01.2014 - 01.2015
Administered medication and reported and recorded changes to supervisor
Provided excellent customer service skills
Utilized medical terminology
Assisted clients with personal care and hygiene
References Available Upon Request
Certified Nursing Assistant
Thomasville Medical Center
Thomasville, NC
03.2009 - 08.2013
Answered multiple telephones lines and scheduled appointments
Facilitated light office duties including admission and discharges
Performed personal care duties including taking vital signs
Performed in/out catheter indwelling, EKG, and obtained blood specimens
Assisted patients with bathing, dressing, grooming, and daily living tasks
Monitored vital signs and reported changes to nursing staff
Repositioned patients and supported safe transfers with mobility aids
Documented care activities and patient observations in facility records
Followed infection control procedures and maintained clean patient areas
Delivered meals, assisted feeding, and monitored intake concerns
Responded promptly to call lights and patient comfort requests
Answered call lights promptly and responded to patient needs accordingly.
Assisted patients with activities of daily living such as bathing, grooming, and dressing.
Monitored vital signs including blood pressure, pulse rate, respiration rate.
Observed and reported unusual symptoms and changes to charge nurse.
Served meals to patients in their rooms and assisted with feeding when needed.
Assisted patients with shaving, bathing, and oral hygiene to promote healthy habits and overall wellness.
Turned and repositioned residents using proper body mechanics to prevent pressure ulcers.
Facilitated activities of daily living, personal hygiene management, feeding and ambulation.
Performed housekeeping duties such as changing linens and cleaning bathrooms when necessary.
Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
Certified Nursing Assistant II/Medical Unit Secretary
Thomas Memorial Hospital
Thomasville, North Carolina
01.2009 - 01.2013
Medication Technician
2004-2008
Assisted Thomas Memorial Hospital patients with bathing, grooming, and daily hygiene.
Measured vital signs and reported changes to nursing staff.
Repositioned patients to support comfort and pressure injury prevention.
Supported patient transfers using lifts, wheelchairs, and safe handling methods.
Responded to call lights and helped patients with immediate needs.
Recorded patient care details in hospital charts and shift notes.
Followed infection control procedures during patient care activities.
Assisted with feeding, toileting, and mobility support on nursing units.
Answered call lights promptly and responded to patient needs accordingly.
Assisted patients with activities of daily living such as bathing, grooming, and dressing.
Monitored vital signs including blood pressure, pulse rate, respiration rate.
Observed and reported unusual symptoms and changes to charge nurse.
Served meals to patients in their rooms and assisted with feeding when needed.
Assisted patients with shaving, bathing, and oral hygiene to promote healthy habits and overall wellness.
Turned and repositioned residents using proper body mechanics to prevent pressure ulcers.
Facilitated activities of daily living, personal hygiene management, feeding and ambulation.
Assisted with ambulation of patients utilizing appropriate equipment safely.
Helped residents walk with or without self-help devices.
Responded quickly to emergency situations involving sudden illness or injury.
Distributed drinking water and nourishment to residents.
Maintained accurate records of patient care, condition, progress, or problems for review by medical staff.
Performed housekeeping duties such as changing linens and cleaning bathrooms when necessary.
Assisted residents in preparing for activities and social programs.
Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
Cleaned and sanitized patient rooms according to established protocols.
Medication Technician
Skeet Club Manor
High Point, North Carolina
01.2004 - 01.2008
Administered prescribed medications following resident care plans and facility procedures.
Verified medication labels, dosages, and schedules before distribution.
Documented medication administration and resident observations in charts.
Monitored residents for side effects and reported concerns to nurses.
Maintained secure storage of medications and controlled access to supplies.
Assisted residents with medication reminders and routine health support.
Reconciled medication counts during shift handoff and inventory checks.
Communicated with nursing staff about refusals, questions, and changes.
Ensured that all prescribed medications were taken as ordered by physician.
Assisted with transferring residents in and out of wheelchairs and adaptive equipment.
Observed and reported any changes in patient condition or behavior associated with medications.
Maintained accurate records of all medication administered to residents.
Disposed expired drugs according to regulatory standards.
Assisted with ordering, receiving, storing, preparing and delivering medications throughout the facility.
Maintained confidentiality of patient health information at all times.
Assisted in the preparation and delivery of medications to patients.
Documented information in patient charts and communicated status updates to interdisciplinary care team.
Performed quality assurance checks for accuracy of medication administration.
Monitored vital signs before administering medications.
Adhered to HIPAA regulations when handling confidential patient information.
Reduced errors by hand-counting controlled medications, accurately measuring liquids and reconstituting antibiotics.
Received verbal orders from physicians and other healthcare providers regarding prescriptions and refills.
Verified expiration dates on all medications prior to dispensing them.
Provided patient education on proper medication use, side effects, and storage.
Education
Associate of Arts - Office Medical Administration/Medical Asssisting
Living Arts Institute
Winston-Salem, NC
06-2011
Some College (No Degree) - Healthcare Management
South University
High Point, NC
Skills
Customer Service Oriented
Excellent Time Management
Experience with MS Office Suite
Ability to Navigate Multiple Screens
Strong Organization Skills
Attention to Detail
Ability to Manage Multiple Tasks and Drive to Completion
Ability to Work Across Various Functions and Departments
Medicare sales
Customer relationship management
Needs assessment
Coverage consultation
Active listening
Relationship building
Attention to detail
Clear communication
Certification
Certified Nursing Assistant
Independent Insurance Producer, 05/01/20
Licensed Health Insurance Agent, 11/01/18, 09/30/20