Recently graduated with my MBA and ready to take on a role with more responsibilities. Motivated Team Lead possessing excellent leadership and planning abilities. Focused on delivering high-quality products on tight schedules. Monitors, trains, and encourages employees to improve skills and meet demanding targets. History of successfully developing and managing strong teams through proactive training and issue management.
Work History
Insurance Sales Agent
Concentrix
06.2022 - Current
I have partnered with United Health Care to provide Medicare support for selling Advantage Plans and Supplement plans during AEP season.
After AEP I process prescriptions for Optum Rx in a sales role as well.
I am licensed with 6 carriers in all 50 states.
I exceed my quotas and KPIs each month.
Transitioned to Team Lead role over insurance customer service team in Sept 2025.
Developed strong client relationships through effective communication and active listening.
Utilized CRM systems to manage client information and track interactions.
Educated clients on policy terms, benefits, and exclusions clearly and effectively.
Collaborated with team members to streamline the sales process and improve efficiency.
Resolved customer inquiries and concerns promptly and professionally.
Identified cross-selling opportunities among existing customers.
Ensured that all required documents are properly filled out before submission.
Exceeded company sales goals for new policies.
Provided advice on financial planning and insurance policies.
Generated leads through cold calling, networking, referrals, and other marketing initiatives.
Maintained accurate records of client information in CRM software system.
Led team in executing daily operational strategies and objectives.
Collaborated with cross-functional teams to enhance workflow efficiency.
Mentored junior staff on best practices and team protocols.
Developed training programs to improve team performance and skills.
Implemented process improvements for increased productivity and quality control.
Managed scheduling and resource allocation for optimal task completion.
Facilitated team meetings to discuss progress and address challenges.
Ensured compliance with company policies and safety regulations.
Maintained a positive work environment that promoted collaboration between team members.
Certified Surgical Technologist
Coffeyville Regional Medical Center
Coffeyville
07.2003 - 03.2022
Surgical technologists assist surgeons during surgical procedures by anticipating surgeon needs to make sure the procedure is executed as smoothly and efficiently as possible.
They prepare and organize the operating room, clean and sterilize equipment, and maintain a sterile environment.
Helped build new doctor's practice and order all of the supplies and instruments to get them started in the operating rooms.
Build preference cards and med preferences for surgeons.
Making sure all implants are within FDA guidelines, stored at the correct temp, and logged correctly to be compliant.
Worked hand-in-hand with Materials Management to make sure the operating rooms has all of the supplies for the upcoming surgeries.
Helped build the charting system for the surgery module for the hospital.
I became the Supervisor over the Sterile Processing department and the Lead Surgical Technologist in 2012.
I managed the schedules and duties over 5-10 employees.
In 2010 January I got certified to help bill and code for the Anesthesia billing for the surgery department.
Certified Surgical Technologist Travel Assignment
American Mobile Healthcare
04.2005 - 12.2005
Travelled to Wyoming, Arizona, and California helping in operating rooms that were in dire need of help for a short contract.
I was PRN at my current job and worked between each assignment at CRMC.