Results-oriented insurance agency owner & producer with strong sales leadership and marketing strategy development skills. Experienced in training staff, managing compliance, and fostering customer retention, while giving back to our local community. Ready to leverage expertise to drive business growth and enhance client relationships.
Overview
16
16
years of professional experience
2
2
Certifications
Work History
Top DOGS Coordinator
Watch D.O.G.S. (Dads Of Great Students)
Martinsburg, WV
07.2015 - Current
Coordinated volunteer schedules for school programs and community events at 2 schools in WV.
Confirmed background checks for volunteers were completed and valid.
Facilitated communication between schools and parents to enhance engagement.
Managed logistics for events promoting student safety and involvement.
Implemented strategies to recruit and retain parent volunteers effectively.
Gave presentations on the Watch D.O.G.S. program to over 200 Dads & father figures.
Encouraged Dads to volunteer in the schools at least 1 day per school year.
Owner & Insurance Producer
A to Z Insurance Services, LLC
Williamsport, MD
05.2010 - Current
Managed daily operations of insurance services for diverse clientele.
Developed and implemented marketing strategies to attract new clients.
Assisted clients with policy selection and claims processing.
Trained staff on insurance products and customer service best practices.
Oversaw financial transactions and maintained accurate records.
Collaborated with industry partners to expand service offerings.
Managed daily operations of business, including hiring and training staff.
Ensured compliance with local, state, and federal regulations.
Oversaw budgeting and financial management.
Identified new opportunities for growth, expansion, and diversification.
Provided direction and guidance to employees.
Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
Promoted business on social media platforms to maximize brand identity and generate revenue.
Prepared weekly meetings to go over wins, losses, & lessons with the employees.
Education
Bachelor of Science - Business Administration
Mount St Mary's University
Thurmont, MD
05-2002
Skills
Risk management
Sales leadership
Marketing strategy development
Customer relationship management
Team building
Compliance oversight
Time management
Staff development
Networking skills
Claims processing
Financial management
Customer retention
Policy analysis
Underwriting
Volunteer coordination
Event logistics management
Certification
Property & Casualty Insurance Licenses held in MD, WV, PA, VA, DC, OH, & WI
Director of Operations - Top Secret/+ Clearance at US Customs and Border ProtectionDirector of Operations - Top Secret/+ Clearance at US Customs and Border Protection
<ul><li>Duties: Supported local service dog organization, by providing customer service and intake for interested clients. Conducted individual and group training sessions for dogs of various breeds and temperaments. Assessed each dog's behavior and developed tailored training plans. Educated dog owners on effective training techniques, behavior management, and proper care. Monitored progress of dogs in training and adjusted methods as necessary. Collaborated with other staff members to ensure the well-being of all animals in care. Kept accurate records of training sessions, client feedback, and dog progress.</li><li>S: Joan Moss</li><li>P: 210-557-6891 May contact</li><li>20-30 hrs/w, Volunteer</li></ul> at Operation K9<ul><li>Duties: Supported local service dog organization, by providing customer service and intake for interested clients. Conducted individual and group training sessions for dogs of various breeds and temperaments. Assessed each dog's behavior and developed tailored training plans. Educated dog owners on effective training techniques, behavior management, and proper care. Monitored progress of dogs in training and adjusted methods as necessary. Collaborated with other staff members to ensure the well-being of all animals in care. Kept accurate records of training sessions, client feedback, and dog progress.</li><li>S: Joan Moss</li><li>P: 210-557-6891 May contact</li><li>20-30 hrs/w, Volunteer</li></ul> at Operation K9
Director of Quality and Risk Management, Joint Commission Coordinator, Patient Experience Coordinator at Encompass Health Inpatient Rehabilitation Montgomery LocationDirector of Quality and Risk Management, Joint Commission Coordinator, Patient Experience Coordinator at Encompass Health Inpatient Rehabilitation Montgomery Location