Independent Agent serving community members with Medicare plans, Medicare supplements, and P&C insurance. Builds local visibility through events, partnerships, and marketing outreach, then converts that presence into enrollments and new client relationships. Connects people to coverage options with clear presentations and member-focused service.
Work History
Independent Agent
1 Year 2 Months
Self-Employed | 08.2025 - Current
Assisted community members with enrollment in Medicare plans, supplements, and P&C insurance products. Engaged with community through local events and marketing activities to establish presence as a trusted resource for insurance products.
Independent Agent - Self-Employed August 2025 - present
Developed and implemented tailored marketing strategies to enhance client engagement.
Negotiated contracts and agreements, ensuring favorable terms for clients.
Cultivated strong relationships with clients, enhancing retention and satisfaction levels.
Field Sales Agent
1 Year 10 Months
Humana | 10.2023 - 08.2025
Engaged community through service, organizations, activities, and volunteerism to foster connections. Demonstrated strong organizational, interpersonal, communication, and presentation skills to enhance member interactions. Developed relationships with members to facilitate enrollment of Medicare eligible beneficiaries. Proficient use of Microsoft Office and an understanding of or comparable knowledge of CRM tools and other sales/marketing resources
Humana - Field Sales Agent Oct 2023 - August 2025
Developed and maintained strong relationships with clients to enhance customer satisfaction.
Conducted comprehensive market analysis to identify sales opportunities and trends.
Collaborated with cross-functional teams to implement strategic sales initiatives effectively.
Sales Agent
1 Year
AAA Insurance (aka Auto of Michigan) | 08.2021 - 08.2022
Achieved auto/home insurance and membership sales goals, contributing to overall business growth. Networked with local professionals to develop referral relationships, expanding book of business. Participated in community events to market brand and drive new business sales. Partnered with life agent achieve premium dollars monthly. Provide excellent member service with high satisfaction scores on surveys.
AAA Insurance(aka Auto of Michigan) – Sales Agent Aug 2021 – August 2022
Developed and maintained strong client relationships to enhance customer satisfaction.
Conducted comprehensive insurance policy reviews to identify coverage gaps and recommend solutions.
Assisted clients in selecting appropriate insurance products based on individual needs and financial goals.
Sales Agent
7 Years
AAA Insurance (aka Auto of Missouri) | 08.2014 - 08.2021
Achieved auto/home insurance and membership sales goals, contributing to overall team performance. Developed referral partnerships as a member of BNI group with local chamber of commerce. Participated in sales conference trips, enhancing motivation to meet sales goals. Strong knowledge of underwriter rules and accepting risks that benefit the company. Provide excellent member service with high satisfaction scores on surveys.
AAA Insurance (aka Auto of Missouri) – Sales Agent Aug 2014 – August 2021
Developed tailored insurance solutions to meet diverse client needs.
Conducted comprehensive policy reviews to ensure client understanding and satisfaction.
Utilized CRM software to manage client relationships and track sales performance.
Insurance Business Manager
4 Years
08.2016 - 08.2020
Manage 4 Branches South Louisiana, Mississippi and 23 agents. Coach and train agents to improve selling skills to excel across all lines of product and service. Take additional duties to manage other branches and flexible to new locations. Recognize and award agents who consistently perform well. Review processes and initiate changes when there is opportunity to improve business performance or members’ experience.
Promoted to insurance business manager, Aug 2016 – Aug 2020
Developed strategic business plans to enhance operational efficiency and drive growth.
Managed cross-functional teams to implement process improvements and optimize performance.
Analyzed market trends to identify opportunities for product expansion and revenue increase.
Education
MBA - Business Administration and Concentration in Finance
Bellevue University | Bellevue, NE | 01.2012
Graduate
Bachelor’s - Biology
Loyola University of New Orleans | New Orleans, LA | 01.1994
Skills
Communication
Presentation
Branch management
Sales coaching
Team supervision
Sales forecasting
Performance management
Medicare sales
Insurance licensing
Carrier appointment management
Policy underwriting
CRM systems
Insurance compliance
Medicare plan enrollment
Market analysis
Sales territory planning
Accomplishments
Awarded Insurance Business Manager of the month and quarter multiple times for meeting or exceeding Membership, Life, Home, and Auto goals. Winning sales Conference trips for reaching sales goals several times as an agent.
Certification
License Insurance Producer: P&C, Life, and Health
Timeline
Independent Agent
Self-Employed
08.2025 - CurrentRead More
Field Sales Agent
Humana
10.2023 - 08.2025Read More
Sales Agent
AAA Insurance (aka Auto of Michigan)
08.2021 - 08.2022Read More
Insurance Business Manager
08.2016 - 08.2020Read More
Sales Agent
AAA Insurance (aka Auto of Missouri)
08.2014 - 08.2021Read More
Loyola University of New Orleans
Bachelor’s from Biology
Read More
Bellevue University
MBA from Business Administration and Concentration in Finance