Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Financial Planner/Life Licensed Representative
Primerica Financial Services
06.2021 - Current
Facilitated and managed various financial meetings with families and clients. Discussed assets, expenses, long-term and short-term investment goals to devise personalized financial plans
Performed field underwriting and tracking of financial documents
Coordinated medical examinations and revised appropriate documents for application submission
Provided training for new business partners
Developed and maintaining strong relationships with clients to maximize satisfaction
Associate/Lead Trainer & Coordinator
RLS & Associates, Inc./Indiana RTAP
Columbus, IN
Feb.2008 - Jan.2022
Provided training, technical and regulatory guidance to rural Indiana transportation program staff. Specific areas of expertise include training for Passenger Assistance Techniques (PAT), Defensive Driving, Pre-Trip Inspections, and Emergency Procedures/Evacuations
Statewide Map-21 liaison for Indiana's eleven (11) regional coordination plans. Updated the various regional Coordination Plans. Ensured that each agency was current with its Comprehensive Emergency Response Plan
Lead Trainer in Indiana, Wisconsin, and Minnesota. Served as trainer for states of Nevada, California, South Dakota, Tennessee, Illinois, Ohio, Kentucky, Mississippi, Massachusetts, and New Hampshire. Created training logs and certificates, processed scholarship applications and wrote articles for each states newsletters
Coordinated various multi-state programs; performed drug and alcohol site visitations and ensured proper collections and regulatory compliance was administered properly
Performed educational training competency and compliance courses to employees
TRAININGS/CREDENTIALS
ADA and Sensitivity
Customer Service
CTAA (Community Transportation Association of America) Passenger Service & Safety (PASS) Instructor
Certified Safety and Security Officer
NTI Advanced Mobility Securement Train-the-trainer
Projects
Title VI Civil Rights (5311 agencies)
Drug & Alcohol Regulations - Indiana, Tennessee, Wisconsin-site visitations, collections, and regulatory compliance
Comprehensive Emergency Response Plan
Service and Evaluation Planning
Transit Watch Emergency Response Plan
Public Transportation Agency Safety Plan (PTASP)
Coordination and Mobility Management
Surveys and Data Collection
State DOT Assistance
Management Assistant
Enterprise Rent-A-Car
03.2005 - 02.2008
Provided customer service ensuring customers were satisfied with their reservations
Drove sales and customer service while assisting guests with their rental services by quickly resolving issues
Marketed ERAC's protection services and benefits for rentals to customers as well as to companies to earn their business
Answered and managed over 50 customer calls incoming and outgoing. Coordinated questions with variety of insurance companies concerning customers' policies as well as personal rentals
Maintained inventory of vehicles, by locating them from other ERAC branches and daily rental return manifest
Education
Bachelor's - General Studies
Western Kentucky University
Bowling Green, KY
2001
Skills
TrainingCoachingCompelling Leadership SkillsNegotiations Expert and Strong Deal CloserAdministrative SupportProspecting ClientsMicrosoft OfficeSales Strategies & TrackingTraining Development and ExecutionAnalytical and Critical ThinkingMicrosoft ExcelOnboarding New EmployeesSAP SystemsPolicy and Procedure Writing