Smart financial professional applies strong problem-solving and decision-making skills in job tasks. Self-motivated with good understanding of evaluating credit history, financial stability and risks. Diligent individual with strong work ethic.
Overview
5
5
years of professional experience
Work History
Field Underwriter
Equis Financial
01.2024 - Current
Increase client satisfaction by efficiently assessing and analyzing their insurance needs.
Improve underwriting accuracy through thorough field investigations and data collection.
Streamline policy issuance process for faster turnaround times, enhancing customer experience.
Collaborate with agents to ensure accurate risk assessments and appropriate coverage recommendations.
Fleet Manager
CRST
07.2024 - Current
Responsible for overseeing all aspects of a fleet of trucks
Ensure the fleet is well-maintained, meets legal requirements, and is operated efficiently to maximize productivity and minimize costs.
Responsible for managing and developing relationships with drivers to increase overall driver satisfaction and improve driver retention.
Work closely with drivers to coordinate deliveries and ensure they arrive at their destination on time
Communication, analytical, and organizational skills are essential to succeed in this role.
In-Home Sales Representative
Bath Planet
01.2023 - 01.2024
As an In-Home Sales Representative, you visit customers at their homes, review their desired products, demonstrate samples, and design solutions for their bath remodeling needs
All appointments were provided so the only focus was on closing the sales.
Increased sales revenue by identifying and targeting high-potential accounts.
Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
Insurance Agent
Bankers Life
01.2022 - 01.2023
Provides service to clients' changing insurance needs by selling life, health, and disability insurance
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Excelling in cross-selling and upselling techniques by maintaining a comprehensive knowledge of insurance products and concepts
Adept at interfacing with potential sales prospects and identifying ideal insurance products based on individual needs
I have accident, health, and life insurance licenses in the state of Iowa and also federal.
Records Management & Storage
Advantage Companies LLC
01.2021 - 01.2022
Enhanced records management efficiency by implementing digital archiving and retrieval systems.
Streamlined record-keeping processes for improved organization and reduced retrieval times.
Maintained strict confidentiality of sensitive information, ensuring proper storage and access controls.
Wide Receiver
Jacksonville Sharks
01.2020 - 01.2021
Enhanced communication with quarterbacks for optimal play execution, resulting in increased yardage gains.
Strengthened teamwork through consistent participation in practice drills and regular collaboration with coaching staff.
Interacted professionally with press, fans and members of other teams to maintain positive public image of team.
Education
Bachelor of Arts in Communications/Liberal Studies -
University of Northern Iowa
01.2019
Skills
Data Interpretation
Policy Interpretation
Sales acumen
Industry Trends Awareness
Analyzing data
Revenue Generation
Team building
Problem-solving aptitude
Adaptability and Flexibility
Excellent Communication
Interpersonal Communication
Time management abilities
Self Motivation
Timeline
Fleet Manager
CRST
07.2024 - Current
Field Underwriter
Equis Financial
01.2024 - Current
In-Home Sales Representative
Bath Planet
01.2023 - 01.2024
Insurance Agent
Bankers Life
01.2022 - 01.2023
Records Management & Storage
Advantage Companies LLC
01.2021 - 01.2022
Wide Receiver
Jacksonville Sharks
01.2020 - 01.2021
Bachelor of Arts in Communications/Liberal Studies -
University of Northern Iowa
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