Extensive analysis, support, and care to clients in order to satisfy their short and long-term financial needs. Duties include: debt evaluation & relief, insurance & annuity policy writings, retirement handling, and general financial analysis. Professionally managing a team of financial agents, coordinating meetings, support, and providing educational systems to grow and improve.
Educated clients on policy options and coverage benefits.
Developed customized insurance solutions to meet client needs.
Seasonal Retail Associate — Full-Time
Cumberland Farms
Mansfield, MA
07.2023 - 12.2023
Maintained an excellent bar of quality by managing machinery, stock, cleanliness, kitchen duties, and lottery duties.
Assisted customers with product selection and inquiries to enhance shopping experience.
Operated point-of-sale system efficiently, processing transactions accurately and swiftly.
Maintained store cleanliness and organization to ensure a welcoming environment for customers.
Stocked shelves and replenished inventory, ensuring product availability and visibility.
Seasonal Retail Associate — Part-Time
Target
Easton, MA
03.2020 - 08.2020
Complete online shopping orders for customers, and organize & stock storefront and stockroom shelves. The position was only available from March-August.
Assisted customers with product selection and inquiries to enhance shopping experience.
Maintained store organization by restocking shelves and arranging merchandise displays effectively.
Education
Associate of Science - Business & Administration Major
Massasoit Community College
Brockton, MA
05.2025
High School Diploma -
Mansfield High School
Mansfield, MA
05.2021
Skills
Excellent Communication Skills
Adaptable Under Pressure
Skilled With Electronic Systems
Documentation & Organization
Physical Capabilities To Lift & Stand For Long Periods
Policy Writing & Financial Analysis For Clients & Businesses
Customer service
Quotes and sales
Operations management
Certification
Massachusetts State Insurance Licenses — Accident & Sickness, Life & Health
Customer Service Representative/Licensed Insurance Agent at Liberty Mutual GroupCustomer Service Representative/Licensed Insurance Agent at Liberty Mutual Group