Advise clients on selecting and structuring multiple insurance policies — including Medicare, life insurance, HHC, and ancillary products — to align coverage with individual needs and budget constraints.
Maintain an 85% client retention rate across a portfolio of 130+ policyholders by proactively addressing coverage concerns and providing consistent post-enrollment support.
Ensured accurate and timely completion of policy applications by verifying required documentation, preventing processing delays and minimizing application rejections.
Maintained detailed records of client accounts and policy terms, keeping documentation organized and audit-ready.
Simplify complex Medicare and life insurance plan details for clients by developing side-by-side benefit comparison charts and leading structured needs assessments, reducing confusion and enrollment errors.
Organized and led 10+ community outreach events monthly, coordinating logistics and vendor costs while tracking attendance to evaluate event turnout.
Education
Bachelor of Science - Accounting
University of Nevada, Las Vegas
05.2028
Associate of Applied Science - Accounting
College of Southern Nevada
05.2026
Skills
Microsoft Office Suite - Word, Excel, & Power Point