Results-driven professional in insurance sales and account management, skilled in strategic planning and communication. Expert in driving initiatives and managing stakeholders to meet targets through effective leadership and a consultative approach. Focused on identifying needs, developing tailored solutions, and ensuring successful project outcomes while managing multiple priorities.
Overview
13
13
years of professional experience
Work History
SUBSTITUTE TEACHER
Chicago Public Schools
Chicago, IL
03.2024 - Current
Managed classrooms of varying grade levels and diverse student populations, demonstrating adaptability and the ability to quickly establish rapport and maintain order, crucial skills for managing diverse project teams and stakeholders.
Implemented provided lesson plans effectively, displaying organizational skills, the ability to follow instructions, and ensuring task completion, mirroring the execution phase of project management.
Facilitated learning and addressed student questions, highlighting communication, patience, and problem-solving skills in a dynamic environment, essential for effective project communication and issue resolution.
Maintained safe, positive learning environment, fostering responsibility and effective issue resolution, essential for team leadership and risk management.
Adapted teaching methods for diverse learning styles, showcasing flexibility and resourcefulness critical for addressing project changes and challenges.
Communicated student progress and classroom management with permanent teachers and staff, demonstrating strong collaboration and professional communication with stakeholders.
MEDICARE AGENT
Teleperformance
Chicago, IL
06.2020 - 12.2021
Managed income leads and assisted clients with healthcare needs, displaying client relationship management and critical thinking skills.
Utilized consultative sales techniques to qualify leads, effectively assessing needs and aligning solutions, akin to understanding project requirements and stakeholder expectations.
Managed income leads and assisted clients with healthcare needs, enhancing client relationships and utilizing critical thinking to identify optimal solutions.
Conducted networking and community events to develop new leads, highlighting initiative and stakeholder engagement.
Conducted networking and community events to develop new leads, fostering initiative and engaging with stakeholders effectively.
Oversaw account management, addressing customer queries and delivering exceptional service to ensure satisfaction and generate referrals.
Consistently achieved or exceeded all sales and customer service goals and targets, highlighting a results-oriented approach and the ability to meet deadlines and objectives.
Adhered to CMS rules and regulations, emphasizing diligence and compliance, critical in project governance.
Oversaw ongoing account management for existing accounts; addressed and resolved customer questions and concerns, and provided exceptional customer service to drive optimal customer satisfaction and source referrals, demonstrating effective communication and issue resolution abilities.
Conducted networking and community events to engage stakeholders and develop new leads.
Oversaw account management for existing accounts, resolving customer questions and concerns while providing exceptional service to enhance customer satisfaction and source referrals.
PRIVATE CONSULTING
Self Employed Insurance Group
Chicago, IL
02.2017 - 04.2018
Developed, executed, and managed marketing and advertising campaigns, demonstrating project initiation and execution capabilities.
Developed structured programs to meet the coverage needs of individual business clients, highlighting the ability to understand client needs and develop tailored solutions.
Educated clients on coverage options and eligibility, ensuring informed decision-making and enhancing client understanding.
Prepared and presented recommended contracts featuring appropriate coverage, demonstrating proposal development and presentation skills.
Presented tailored contracts with appropriate coverage, facilitating informed client decisions and aligning solutions with needs.
Developed, executed, and managed marketing and advertising campaigns, highlighting project initiation and execution skills.
Routinely achieved or exceeded all sales and customer service goals and targets, highlighting a consistent record of success and goal attainment.
Selected Achievements:
LOAN PROCESSOR
Avant
Chicago, IL
08.2016 - 02.2018
Processed 50+ daily loan applications, demonstrating the ability to manage a high volume of tasks and adhere to deadlines.
Reviewed verification documents (bank statements, pay stubs, benefit letters) to ensure compliance and accuracy in loan processing.
Addressed and resolved customer inquiries about loan processes and company products, enhancing customer satisfaction through effective communication.
Maintained up-to-date knowledge of company policies and procedures to ensure adherence and accurate application in loan processing.
LIFE AND HEALTH INSURANCE AGENT
Go-Health Insurance
Chicago, IL
10.2013 - 11.2017
Identified and analyzed client needs for insurance products across multiple carriers, aligning solutions to meet specific requirements.
Managed inbound and outbound sales inquiries, successfully closing sales while enhancing lead management processes.
Guided consumers through policy selection and application processes, highlighting communication and client support abilities.
Delivered exceptional customer service, fostering client satisfaction and retention through proactive relationship management.
Maintained compliance with Federal CMS and State legal requirements, highlighting mindfulness and adherence to regulations.
Served as a subject matter expert for product offerings and enrollments, demonstrating in-depth knowledge and the ability to train or guide others.
Selected Achievements:
FMLA CUSTOMER
ComPsych
Chicago, IL
05.2016 - 08.2016
Opened new FMLA claims and updated clients on claim status, ensuring clarity and timely communication.
Educated clients on FMLA process, rules, and regulations, facilitating understanding of complex information.
Documented claim notes, assisted clients with required documentation, and resolved conflicts, enhancing customer service and accuracy.
Education
MASTER’S DEGREE - Business Administration, Project Management
Capella University
Minneapolis, MN
01-2025
BACHELOR’S DEGREE - Art, Psychology
Chicago State University
Chicago, IL
01-2022
Skills
Consultative sales expertise
Account management skills
G-Suite applications
Classroom Management: This demonstrates skills in understanding client/stakeholder needs, requirements gathering, and solution development, which are crucial in project initiation and planning It also highlights persuasion and negotiation skills, valuable for managing stakeholder expectations
Classroom management
Student Engagement: This experience highlights skills in relationship management, ongoing communication with stakeholders, initiative-taking problem-solving, and ensuring client/stakeholder satisfaction, all essential for successful project execution and delivery It also implies experience in managing scope and expectations over time
Educational Support: This highlights effective communication skills, the ability to understand and address concerns, and a focus on achieving positive outcomes, which are vital for managing project stakeholders and ensuring project success
Behavioral Management: This is a critical project management skill for identifying, addressing, and resolving disagreements or issues that arise within the project team or with stakeholders
Motivational Techniques
Personal Information
Title: Project Manager
Timeline
SUBSTITUTE TEACHER
Chicago Public Schools
03.2024 - Current
MEDICARE AGENT
Teleperformance
06.2020 - 12.2021
ACCOUNT MANAGER
State Farm
04.2018 - 06.2020
PRIVATE CONSULTING
Self Employed Insurance Group
02.2017 - 04.2018
LOAN PROCESSOR
Avant
08.2016 - 02.2018
FMLA CUSTOMER
ComPsych
05.2016 - 08.2016
LIFE AND HEALTH INSURANCE AGENT
Go-Health Insurance
10.2013 - 11.2017
MASTER’S DEGREE - Business Administration, Project Management