Highly motivated individual with exceptional organizational and time management skills and a strong work ethic. A strategic thinker with a great personality and hands-on experience in both the legal field and insurance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Agent
American Family Insurance
03.2024 - Current
Consistently exceeded sales targets and quotas, making our agency top 5 in the district every month since starting
Developed and maintained strong client relationships through consistent communication and follow-ups, as well as attracting new clientele by attending marketing events and using social media to promote the agency
Created and interpreted performance and risk reports to support data-driven decisions in underwriting and claims processes.
Utilized client data to segment policyholders and tailor marketing strategies, increasing cross-sell success rates.
Legal Assistant
Montlick Injury Attorneys
09.2016 - 03.2024
Served as a liaison between attorneys, clients, and other law firms
Managed confidential records and documents pertaining to Workers Compensation cases
Carried out administrative duties such as filing, managing calendars for the attorneys, drafting legal documentation and completing reports
Helped with intake calls for potential new clients and followed up with prospects on a daily basis