Diligent professional and self-motivated leader with over 15 years of customer-facing expertise, including 5 years of team management and demonstrated proficiency in conflict resolution, customer communications, and retention strategies.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Independent National Insurance Broker
Symmetry Financial Group
Midlothian
08.2024 - 05.2025
Provided personalized advice according to clients' needs after a thorough analysis of the risk profile.
Ensured ongoing client communication to maintain adequacy of coverage and address evolving needs.
Streamlined communication between clients and insurance carriers to enhance process efficiency.
Assisted clients in navigating the claims process.
Created targeted marketing strategies and lead generation initiatives through social media platforms.
Life and Health Insurance Agent
Ensurem, LLC
01.2021 - 08.2024
Reviewed clients’ health care plans to align their needs with suitable coverage options.
Sold Medicare Advantage, Medicare Supplement, and Prescription Drug Plan products through targeted inbound and outbound marketing campaigns.
Educated clients on health insurance options and benefits.
Assisted clients in completing insurance applications and documentation.
Analyzed client needs to recommend appropriate plans and coverage.
Entrepreneur/Small Business Owner
Doon Head Mercantile
01.2018 - 01.2024
Oversaw business operations, driving sales, marketing, training, purchasing, accounting, negotiations, and customer service.
Grew produce, tested and balanced soil, harvested vegetables and fruit at peak ripeness, packaged and sold at farmers markets and through community supported agricultural (CSA)memberships.
Maintained equipment and tools through regular inspections and maintenance.
Developed packaging, marketing materials, and value-added products to enhance crop shelf life.
Entrepreneur/Small Business Owner
SH Cleaning Services
07.2012 - 03.2021
Maintained exceptionally clean environments.
Assessed customer needs and allocated sufficient resources.
Managed up to 6 cleaning teams (approx. 17 staff members) simultaneously
Managed staffing schedules for cleaning teams to ensure timely service for vacation rentals.
Assistant Housing Manager
LaSalle County Housing Authority
Ottawa
05.2008 - 09.2012
Coordinated maintenance requests and ensured timely service delivery for residents while overseeing a team of 6.
Addressed tenant inquiries and assisted with housing applications to enhance resident satisfaction.
Conducted regular inspections of housing units to ensure compliance with standards.
Assisted in developing housing policies and procedures for the organization.
Planned and executed community events to foster resident engagement and improve access to support services.
Developed budgets for annual operating expenses associated with managing multiple residential properties. Prepared monthly financial statements for review by the board of directors.
Managed a food service program with a staff of 13 employees.
Saved the failing food service program which required an immediate, multi-pronged approach focused on reducing waste, optimizing labor, negotiating new vendor contracts and enhancing the tenant offerings and experience.
Education
Bachelors of Science Degree - Business Administration and Management
Southern Illinois University, Carbondale
Carbondale, IL
08-2012
Associates of Arts - Business Administration and Management
University of Phoenix
Tempe, AZ
03-2010
Skills
Persuasive
Effective communication
Relationship building
Conflict resolution
Problem solving
Critical thinking
Technical proficiency
Adaptability
Time management
Multi-tasker
Self-motivated
Exceeds expectations
Positive and empathetic
Effective listener
unyielding commitment
Certification
• AHIP 2025 Medicare + Fraud, Waste, and Abuse Training • Texas General Lines Agent, Life, Accident, Health and HMO • Non-Resident Agent, AL, AZ, AR, CA, IN, LA, MO, NC, NY, OH, PA, SC, TN, VA, FL, GA, MI, WA
Timeline
Independent National Insurance Broker
Symmetry Financial Group
08.2024 - 05.2025
Life and Health Insurance Agent
Ensurem, LLC
01.2021 - 08.2024
Entrepreneur/Small Business Owner
Doon Head Mercantile
01.2018 - 01.2024
Entrepreneur/Small Business Owner
SH Cleaning Services
07.2012 - 03.2021
Assistant Housing Manager
LaSalle County Housing Authority
05.2008 - 09.2012
Bachelors of Science Degree - Business Administration and Management
Southern Illinois University, Carbondale
Associates of Arts - Business Administration and Management