Seasoned insurance broker making a purposeful pivot into support, management, or research roles. I bring years of experience juggling client needs, problem-solving on the fly, and keeping things running smoothly behind the scenes. I’ve led teams, trained new hires, untangled messy systems, and kept my cool through it all. I'm all about improving processes, helping people thrive, and diving into the "why" behind the work. Ready to bring those skills into a role where people, strategy, and smart solutions take center stage.
As an MRT Resource Specialist supporting the NY CDP FI (Consumer Directed Personal Assistance Program), I played a key leadership role in a fast-paced, high-volume contact center. I directly supported a team of 45 agents, delivering real-time assistance, technical guidance, and performance coaching to drive service excellence. In addition, I collaborated with a team of MRTs to provide chat support to over 900 agents across the organization, ensuring consistent operational support and issue resolution at scale.
Continuing Education & Certifications – Insurance & Compliance Training
ACA and the basics of the Health Insurance Exchange Training 2018-23 Critical Illness Insurance Training - 2018 Ethics and the Trust, avoiding E&O Claims - 2017-2023 Health and Accident Insurance Training - 2018 Health Insurance Policies-2023 Insurance Fraud Training - 2018 Anti-Money Laundering Training - 2019 Life & Health Insurance Law Training - 2020 Long Term Care, Programs, Policies and Partnerships Training - 2020 Maximizing Integrity in Decisions with Seniors Training - 2020 Annuities Training - 2020 Various counseling certifications-2021 Medicare Supplement Insurance: Closing the Gap-2023 Principles of Life and Health Insurance-2023
Vice President & Leadership Roles – Business Networking International (BNI)