Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Professional and Insurance Agent
New York Life
03.2024 - Current
Source potential clients through strategic prospecting initiatives.
Coordinate meetings, and arrange appointments for clients and businesses.
Assess financial objectives, budget constraints, and insurance necessities of clients.
Provide comprehensive planning and coverage recommendations.
Develop insurance proposals tailored to clients' needs.
Source new client opportunities through strategic lead generation.
Manage proposal submission and underwriting coordination.
Implement periodic assessments to maintain ongoing client engagement.
Insurance Producer
American Income Life (Globe Life)
01.2024 - 03.2024
Mastered professional communication techniques for phone calling and presentations during intensive training.
Executed client procurement efforts by conducting autonomous phone engagements.
Executed successful sales demonstrations.
Ensured regular engagement with current clientele.
Addressed and resolved underwriting issues.
Interconnection Coordinator (Contract)
Amtec Staffing Agency - Powur Solar
03.2023 - 08.2023
Coordinated key phases of electrical interconnection workflows with statewide utility companies.
Coordinated pre- and post-interconnection activities such as obtaining and organizing homeowner contracts and key project documents, submitting interconnection applications to utilities, addressing errors with applications, and obtaining and submitting all post-interconnection documents to the utility.
Engaged with cross-functional teams including project managers, engineering managers, and homeowners to ensure project timelines.
Kindergarten Instructor
Peace Hill Classical Co-op
09.2022 - 06.2023
Designed, arranged, and implemented lesson plans.
Assessed progress metrics to implement targeted interventions effectively.
Provided regular updates to parents concerning academic performance of students.
CEO/Director
G1 Education, Inc.
06.2019 - 06.2022
Managed and oversaw all duties of 6 to 8 employees: recruiting, policy, and safety training, payroll, monthly individual performance evaluation meetings, and quarterly faculty meetings (producing agendas for all meetings held).
Calculated the budget and profit of the company, including all accounts payable and receivable.
Supervised contractual obligations between public-funded charters.
Handled all aspects of owning an S Corporation: accounting, insurance, taxes, contracts, creating all forms and documents, designing and maintaining the website, and marketing (social media, vendor outreach, networking with local businesses, and creating flyers).
Chose appropriate curriculum and crafted tailored lesson plans for PreK through eighth-grade students.
Assessed and designed appropriate learning paths for struggling students.
Coordinated external activities and community service projects.
Coordinated daily interactions with parents using various communication channels such as meetings and messaging platforms.
Hosted informational gatherings tailored to potential family applicants.
Developed and managed comprehensive schedules for day camps, after-school initiatives, and elective classes.
Administrative Assistant
General Waste Disposal
05.2006 - 10.2011
Promoted customer satisfaction through effective communication and assistance.
Assisted in the preparation of regularly scheduled reports.
Established and managed systematic record-keeping processes.
Managed all financial entries related to payables and receivables efficiently.
Customer Service Representative
All-Star Glass
09.2001 - 06.2004
Provided information on products and services, drawing in prospective clients.
Streamlined order processing through efficient invoicing and appointment scheduling.
Dispatched and scheduled daily assignments for 15 installers.
Receptionist/Secretary
B & D Quality Water
09.2000 - 05.2001
Executed thorough assessment of incoming phone inquiries.
Supported in the preparation of comprehensive reports.
Handled organization of multiple calendars and schedules.
Liaison with internal and external contacts.
Teacher
Kindercare
06.2000 - 08.2000
Supervising children in a safe and positive learning environment, ensuring their well-being, and managing transitions between activities.
Utilizing a variety of engaging teaching strategies, such as storytelling, singing, arts and crafts, dramatic play, and outdoor activities.
Supporting children's social skills by fostering cooperation, conflict resolution, and positive interactions with peers.
Skills
Microsoft Office Suite
Google Workspace
Excel
QuickBooks
Zoom
Self-motivated
Attention to detail
Flexibility
Adaptability
Initiative
Organizing and planning
High work standard
Decision-making
Critical thinking
Problem solving
Accounts payable
Accounts receivable
Billing
Managing accounts
Certification
CA Insurance Producer; Life, Accident & Health or Sickness, 4351627