Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent
Andrews Insurance Agency
02.2024 - Current
Finalized sales and collected necessary deposits.
Approached potential clients by using direct marketing mailings and phone contacts.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Program Director
Turning The Corner
11.2014 - 02.2017
Collaborated closely with executive leadership to develop strategic plans for long-term growth.
Facilitated programming by coordinating resources and deliverables between departments.
Communicated regularly with stakeholders, updating on progress to build support for program.
Utilized data-driven decision-making techniques to ensure alignment with organizational goals.
Coordinated budgeting, scheduling and resource allocation to facilitate smooth flow of operations.
Direct Support Professional
Arc Of Blackstone Valley
03.2011 - 10.2014
Assisted patients with bathing, grooming, dressing, and oral hygiene care both in private residences and facilities.
Served as a reliable point of contact for family members, maintaining open lines of communication about client progress and addressing any concerns promptly.
Handled incoming mail, bills and invoices and completed appropriate actions.
Promoted physical well-being by supporting clients in engaging in regular exercise routines or therapeutic activities suited to their abilities.
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY