Motivated professional with a strong work ethic and adaptability. Proven ability to excel in unsupervised environments while quickly mastering new skills. Experienced in customer service, multitasking, and time management, dedicated to delivering positive experiences for all customers.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Life and Health Insurance Producer
Symmetry Financial Group
Beaverton, Oregon
05.2025 - Current
Prepared accurate quotes for prospective clients based on their individual needs.
Participated in team meetings to discuss strategies for meeting goals.
Assisted with the underwriting process by gathering necessary documents from applicants.
Performed administrative tasks such as maintaining records, filing paperwork.
Identified potential new customers through cold-calling and networking activities.
Utilized various software programs to manage accounts efficiently.
Wrote policies, finalized documents, and filed paperwork.
Researched competitors' offerings in order to remain competitive in the marketplace.
Processed payments from customers according to established procedures.
Collections Supervisor
Affiliated Billing Solutions, Inc.
06.2022 - 03.2025
Enhanced collections efficiency by implementing and monitoring strategic collections plans.
Streamlined department operations by optimizing workflows, policies, and procedures.
Maintained a high level of customer satisfaction through professional communication and dispute resolution tactics.
Established performance metrics to evaluate team success and identify areas for improvement.
Mentored junior staff members on best practices in debt collection techniques and procedures.
Documented conversations with consumers and research into accounts.
Reduced delinquency rates with proactive account management and timely followups.
Increased recovery rates for difficult accounts by utilizing effective negotiation skills.
Developed customized payment plans for clients experiencing financial difficulties to minimize losses.
Identified needs and provided training to clarify expectations of collections agents.
Processed payments and applied to customer balances.
Recommended and implemented techniques to improve productivity and cut costs for company.
Reviewed delinquent accounts daily, prioritizing efforts based on balance size and days past due status.
Collaborated with cross-functional teams to improve overall credit management processes.
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Set up and updated customer accounts with interactions, payments and personal information.
Contacted customers to collect outstanding payments via one-time or negotiated installment methods.
Managed escalated customer issues, providing resolutions that balanced both company interests and customer needs.
Negotiated to collect balance in full.
Maintained high volume of calls and met demands of busy and productive group.
Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
Used probing techniques to determine debtors' reasons for delinquency.
Counseled debtors on payment options and arranged installment agreements.
Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
Trained new team members on scripts, company services, and collection strategies.
Held company record for most dollar amount collected in a day, most dollar amount collected in a week, most dollar amount collected in a month, most payments collected in one day, and highest payment collected in one day.
Licensed Massage Therapist
Boones Ferry Chiropractic
03.2015 - 06.2022
Managed time effectively to ensure smooth appointments without compromising service quality.
Performed diverse massage techniques, including deep tissue, Swedish, and cup therapy, enhancing overall wellness.
Provided safe and effective massage therapy during client sessions, adapting techniques as needed.
Cultivated a calming atmosphere with soft lighting and tranquil music to enhance therapeutic experience.
Collaborated with healthcare professionals to create tailored treatment plans for specific pain concerns.
Increased client retention through attentive listening and empathetic communication.
Conducted post-treatment evaluations, discussing experiences and recommending ongoing care as necessary.
Maintained cleanliness and hygiene standards in accordance with state regulations and industry best practices.
Licensed Massage Therapist
Sherwood Family Chiropractic
05.2008 - 08.2015
Managed time efficiently to ensure seamless appointments, maintaining high service standards.
Utilized diverse massage techniques, including deep tissue and Swedish, enhancing client wellness.
Collaborated with healthcare professionals to craft personalized treatment plans addressing pain concerns.
Increased client retention by fostering rapport through empathetic communication and attentive listening.
Demonstrated flexibility in scheduling, offering evening and weekend appointments for client convenience.
Implemented streamlined appointment scheduling, improving practice efficiency significantly.
Educated clients on self-care techniques to promote sustained well-being between sessions.
Consistently maintained cleanliness and hygiene in alignment with industry best practices.
Education
Insurance Producer - Life And Health Insurance
State of Oregon
Wilsonville
05-2025
Licensed Massage Therapist - Massage
Ashmead College
Tigard, OR
High School Diploma -
Valley Catholic High School
Beaverotn, OR
Skills
Customer relationship management
Time management
Insurance policy writing
Payment processing
Team collaboration
Licensed in Oregon and Ohio
Relationship building
Client assessment
Customer follow-up
Underwriting principles
Licensed insurance producer
Professionalism and ethics
Cold calling
Verbal and written communication
Certification
Anti-Money Laundering for the Insurance Industry
Licensed int the State of Oregon and Ohio Insurance Producer
Life Insurance Broker, Life and Health certification at Symmetry Financial GroupLife Insurance Broker, Life and Health certification at Symmetry Financial Group