Financial Management graduate with experience in insurance, customer service, and client relations. I enjoy working with people, building relationships, and helping solve problems. I’m looking to bring my experience into a new opportunity in property management and continue developing my professional skills.
Work History
Bartender
2 Years 2 Months
Iechyd Da Brewing Company | 08.2024 - Current
Provide professional, personable service in a fast-paced environment while managing multiple customer needs.
Resolve customer concerns, handle transactions accurately, and work collaboratively with team members.
Independent Insurance Agent
2 Years 4 Months
Quality Insurance Solutions | 06.2024 - Current
Manage an independent insurance practice, including client relationships, prospecting, scheduling, applications, documentation, and follow-up.
Build business through referrals, community relationships, and personalized service; conduct in-home appointments and travel to clients.
Temporarily managed client service for another agent during the relocation of her practice, maintaining her book of business and resolving client concerns.
Insurance Sales Representative
8 Months
Bankers Life | 10.2023 - 06.2024
Educate clients on various insurance products, assisting them to make informed decisions that suit their needs.
Build strong relationships with clients through consistent communication and personalized recommendations.
Work closely with other team members to optimize sales strategies and achieve regional goals.
Mentor junior agents, sharing industry insights and best practices for success in the field.
Contact potential clients through cold calls and door-to-door interactions.
Waitress & Line Cook
5 Years 6 Months
Buffalo Wild Wings | 07.2017 - 01.2023
Provided high-volume customer service, resolved customer concerns, coordinated with kitchen and front-of-house staff, and handled cash and credit-card transactions.
Finance Intern
3 Months
Kem Krest | 05.2022 - 08.2022
Assisted with month-end closing, verified journal entries, organized audit documentation, and reviewed parts log.
Education
Bachelor of Science - Public Financial Management
Indiana University | Bloomington, IN | 05-2023
O'Neill School of Public and Environmental Affairs
Minor(s): Nonprofit Management; Human Development/Family Studies
Relevant Coursework: Financial Management; Financial & Cost Benefit Analysis; Fundamentals of Economics for Business
GPA: 3.52/4.00
Skills
Customer service
Clear and effective communication
Patience and tolerance
Professional appearance
Client focus and assistance
Highly reliable
Certification
Life, Accident, and Health Insurance License — Indiana
Timeline
Bartender
Iechyd Da Brewing Company
08.2024 - CurrentRead More
Independent Insurance Agent
Quality Insurance Solutions
06.2024 - CurrentRead More
Insurance Sales Representative
Bankers Life
10.2023 - 06.2024Read More
Finance Intern
Kem Krest
05.2022 - 08.2022Read More
Waitress & Line Cook
Buffalo Wild Wings
07.2017 - 01.2023Read More
Indiana University
Bachelor of Science from Public Financial Management