Results-driven insurance professional skilled in effective communication and problem solving. Expertise in assessing client needs and recommending appropriate coverage options, leading to increased client retention and satisfaction.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Licensed Insurance Agent
Alan Jordan Insurance Agency Inc
Slinger, Wisconsin
10.2022 - Current
Provided clients with tailored insurance policy recommendations based on individual, household, and coverage needs.
Clarified policy terms and coverage options to enhance client’s experience.
Worked with underwriters to evaluate risks and determine appropriate coverages.
Maintained accurate client records using Salesforce for seamless operations.
Responded promptly to customer inquiries via phone calls or emails.
Ensured compliance with all state laws and insurance practice regulations.
Identified opportunities for cross-selling additional services to existing customers.
Provided guidance and support to less experienced agents/team members.
Participated in ongoing training to stay updated on industry standards
Resolved disputes between customers and insurer by researching policy language and relaying the findings appropriately.
Monitored clients' insurance coverages to ensure changing needs were met.
Secured repeat business through building strong client relationships. and referrals through personalized services.
Prepared detailed reports analyzing the effectiveness of marketing campaigns.
Aircraft Maintenance Technician
United States Air Force, USAF
San Antonio, Texas
09.2018 - 05.2021
Conducted preventive maintenance on various aircraft components.
Repaired and replaced malfunctioning parts in aircraft systems.
Ops checks on electrical, hydraulic, and other aircraft components/systems.
Inspected aircraft components to detect any signs of wear or malfunctioning.
Managed repair logs, documenting preventive and corrective aircraft maintenance.
Trained junior technicians on standard operating procedures and safety practice
Removed aircraft parts such as flight controls, windscreens, and landing gear.
Used specialized tools such as torque wrenches and micrometers.
Researched, read and interpreted technical manuals and guidelines before inspections, installations and repairs.
Conducted extensive Preflight operations with Pilot over coms to ensure all flight controls, hydraulic systems and engines worked properly before aircraft launch.
Waitress
Casa Tequila
Hartford, Wisconsin
04.2017 - 09.2018
Provided exceptional customer service in a fast-paced dining environment.
Managed multiple tables, ensuring timely food and beverage delivery.
Collaborated with kitchen staff to fulfill special requests and dietary needs.
Handled cash and processed payments using point-of-sale systems efficiently.
Maintained cleanliness and proper sanitation of dinning area.
Auto Mechanic Intern
Sippls Auto
Hartford, Wisconsin
07.2017 - 07.2018
Ensured compliance with safety regulations and kept a clean work environment.
Performed routine maintenance such as oil changes, tune-ups and brake repairs.
Removed, replaced, balanced and rotated tires to maintain on-road safety
Evaluated, repaired and aligned vehicle suspensions.
Reviewed work orders and discussed with supervisors.
Cashier
Dunkin' Donuts
Hartford, Wisconsin
03.2016 - 10.2017
Processed customer orders efficiently and accurately at a fast-paced coffee shop.
Handled cash transactions and operated point-of-sale systems seamlessly.
Maintained cleanliness and organization of the service area throughout shifts.
Managed inventory levels by restocking supplies as needed during shifts.
Trained new cashiers on procedures and best practices for customer service.
Busser
Perc Place
Hartford, Wisconsin
05.2014 - 05.2016
Cleaned and set tables for incoming guests to ensure readiness.
Assisted servers by delivering food and drinks promptly to tables.
Maintained cleanliness of dining areas, including floors and restrooms.
Collaborated with kitchen staff to restock supplies as needed during shifts.
Supported staff during busy periods by managing guest seating arrangements.