Dedicated Army Veteran with a strong passion for assisting fellow veterans and their families. Highly motivated and compassionate individual with extensive knowledge of counseling principles and practices. Committed to making a positive impact on the lives of veterans and their dependents.
Overview
29
29
years of professional experience
Work History
Licensed Insurance Sales Professional
USAA - P&C Auto Insurance
San Antonio, TX
01.2022 - Current
Performed administrative functions such as analyzing applications, processing reports, and verifying documentation.
Conducted interviews with clients to assess their insurance needs and provided direction, information, and counseling regarding coverage options.
Received service inquiries and concerns, resolved issues personally, and directed complex matters to the appropriate departments or supervisors.
Explained terms and conditions of insurance policies, including coverage limits and exclusions, to ensure clients had a clear understanding of their coverage.
Advised clients on available benefits and services they may be eligible for and assisted in obtaining or referring them to the appropriate agencies.
Clarified inconsistent or incomplete policy awards, questioned situations, and resolved issues to ensure clients received accurate and appropriate coverage.
Gathered, interpreted, and prepared data for reports and recommendations to enhance clients' insurance portfolios.
Security Professional
Allied Universal Security Services
Poinciana, FL
08.2020 - 05.2021
Receives services inquiries and concerns, ascertaining the nature of the request, and resolving personally, directing it to the appropriate individual or department, or acting as a liaison to the assigned supervisor.
Effectively communicates and deals tactfully with other personnel, patients, various medical staff, and the general public; provides timely, accurate, and complete responses to all.
Maintains individual case files, current reference files of laws, rules, regulations, policies, and referral lists required for office operations.
Provided information on specific training providers an provided information on career tract for career advancement
Prepares documents in acceptable styles and formats and creates information databases in Microsoft office programs.
Conducts interviews and gathers information pertaining to incidents such as thefts, accidents, etc., and accurately completes appropriate documents in the correct format.
Creates and maintains filing systems and files a variety of documents according to established procedures.
Gathers information from a variety of resources, including archives, files, manuals, database, and personnel, to determine the correct action or response.
Serves in a liaison role receiving visitors and phone calls and refers them to appropriate staff members.
Maintains a wide variety of detailed legal records and reports; collects and prepares various information; prepares legal documentation as required, i.e., case narratives, field case notes, and modifications.
Security Host
Walt Disney World Resort
Lake Buena Vista, FL
03.2019 - 10.2019
Utilized strong written, verbal (including radio skills and etiquette) and interpersonal communication skills during daily interactions.
Generates various specialized correspondence, articles, memos, agendas, orders, reports, forms, manuals, or other relevant materials appropriate to the assigned department.
Resolve complaints, disputes, and conflicts through negotiation and informative measures
Performs a variety of complex and specialized administrative functions, e.g., typing, reports processing, and documentation verification; gathers, interprets, and prepares data for reports and recommendations; provides information to guests and park staff.
Maintained confidentiality of work products and used strict discretion when discussing work details and strategies.
Customer Service Agent
American Airlines
Arlington, VA
09.2015 - 04.2016
Communicated with clients regarding account services, statements, and balances.
Educated clients on account services and resolved client inquiries regarding statement information and account balances.
Entered customer interaction details in sales system to track requests, document problems, and record solutions offered.
Evaluated customer information to explore issues, develop potential solutions, and maintain high-quality service.
Served as a liaison between multiple departments via e-mail and telephone to ensure the D.C. station goal of daily-flights-on-time was met or exceeded.
Operations Non-Commissioned Officer
United Stated Army
The Pentagon, DC
02.1995 - 04.2015
Assisted Soldiers and their families with financial programs, regulatory requirements, and available debt management options.
Researched information on military skills, job related schools, regulations, security, and other areas to properly address questions from Soldiers and their families.
Developed innovative processes to increase organizational efficiency, streamline processes, and optimize resources while helping others to exceed operational goals.
Interviewed subordinates to ascertain current financial concerns and limitations to ensure constant military readiness.
Compiled briefings and prepared manuals for the Secretary of the Army, Chief of Staff, and other key leaders providing daily situational and operational awareness.
Performed multiple duties accurately in a time sensitive, detailed, and structured work environment; resolved challenging situations with poise and diplomacy and consistently applied appropriate service protocols and situational etiquette.
Supervised the records of over 1,400 students and 20 cadre members, crucial to the Academy’s accreditation and key to being cited as an “Institution of Excellence.”
Education
Associate of Science - Administrative Office Management
Valencia College
Orlando, FL
05.2024
Technical Certificate - Office Management
Valencia College
Orlando, FL
01.2022
High School Diploma -
Institut Ilon St Jacques
Namur, BE
06.1991
Skills
Expertise in Microsoft Office Suite and Medisoft
Strong background in consultative sales, customer service, and relationship building
Proficient in policy underwriting, insurance sales, and property insurance
Excellent communication, diplomacy, and situational awareness skills
Solid understanding of regulatory compliance and information policy
Accomplishments
Firsthand understanding of the unique challenges faced by veterans and their families.
Experienced in assisting with the completion of applications for benefits and obtaining necessary evidence.
Proficient in complex administrative functions, including analyzing applications, typing, and processing reports.
Demonstrated commitment to performing duties assigned and going above and beyond to assist veterans and their dependents.
Skilled in conducting interviews, providing counseling, and explaining program terms and conditions.
Detail-oriented with the ability to clarify inconsistent or incomplete information and follow up on delayed decisions.
Skills
Computer Skills: Microsoft Windows, Word, Excel, Power Point, Outlook, Google Docs, several data entry systems.
Other Skills: Veterans' Benefits Knowledge, Community Relations, Records Management, Data Integrity, Data Quality, Documentation, Organization Skills, Mathematical Computations, Quality Assurance, Strategic Planning, Time Management, Training, Vocational Training, Branding, Customer Service
Timeline
Licensed Insurance Sales Professional
USAA - P&C Auto Insurance
01.2022 - Current
Security Professional
Allied Universal Security Services
08.2020 - 05.2021
Security Host
Walt Disney World Resort
03.2019 - 10.2019
Customer Service Agent
American Airlines
09.2015 - 04.2016
Operations Non-Commissioned Officer
United Stated Army
02.1995 - 04.2015
Associate of Science - Administrative Office Management
Valencia College
Technical Certificate - Office Management
Valencia College
High School Diploma -
Institut Ilon St Jacques
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