Licensed Real Estate Agent

• Jan 2023 - Present

Licensed Real Estate Agent

• Dec 2016 - Jan 2023

Account Executive

• Jun 2012 - Nov 2016

Individual Health Insurance Sales ExecutiveDevelop and cultivate strong relationships with key constituents (producers, plan sponsors and/or consumers depending on business) to maximize sales opportunities and achieve profitable growth.Manage and build producer relations as needed depending on book of business or market segment.Collaborate with internal partners and/or external constituents to uncover profitable growth and cross-sell opportunities within new or existing customers and support post-sale activities.Coordinates sales materials, testimonials and subject matter expert involvement in support of the successful delivery of constituent presentations.Develop/maintain and communicate expertise on products, industry and emerging marketplace trends.Thorough knowledge of how the health insurance industry worksUnderstand the regulatory requirements that drive the health benefits industry

Associate Broker Support Analyst / Broker Liaison

• Sep 2009 - Jun 2012

- Successfully supported the internal Sales and Marketing team with personalized presentations, marketing materials, lead lists, sales strategies, and production level updates.- Identified sponsorship opportunities for Sales & Marketing. Coordinate logistics for sponsored events.- Instrumental in developing, regulating, and tracking of agent bonus programs. - Researched, verified and corrected commission inaccuracies. Developed course of action with Finance. Drafted and sign letters to Brokers/Agents announcing commission recoupment or payback. Independently responded to any inquiries regarding action taken relating to commissions.- Coordinated ongoing effort to improve the Broker Portal on company website. Improvements include: forms library, network maps, newsletter archive, and information/functional hyperlinks.- Responsible for drafting and distributing of the Coventry Connection broker newsletter and Coventry News Flash using Outlook and Constant Contact.

Office Management / Executive Assistant / Sales Support / Administrative Accounting

• 2000 - 2009

General office duties including answering multi-line phone, letter and email correspondence, supply ordering, filing, and mail distribution. Acquired computer experience to include Word, Excel, PowerPoint, Outlook, Publisher, QuickBooks Pro, Microsoft Money, DOS, QBASIC, and 10-key by touch. Active Notary Public for the State of Kansas. Responsible for maintaining CEO's agent licenses in 28 states, monitor CE requirements, and maintain Securities compliance.Responsible for processing and control of agent contracting and broker agreements.Maintain and generate commission statements for in house agents as well as the reconciliation of commission statements received from 20+ insurance carriers. Instrumental in developing, regulating, and tracking of agent bonus programs.Implemented, designed, and produced quarterly newsletters for distribution to independent insurance agents within agency.Accurately and timely payroll processing on a monthly basis.Schedule and reserve meeting space for Quarterly Agent meetings.Coordinate travel and accommodations for CEO.Successfully coordinated Agent qualified company sponsored trips of 80+- individuals to various locations within the U.S. including travel, conference meetings, meals, awards, and activities.Generate and submit the 941 Quarterly wage reports as well as the state unemployment contribution report.Responsible for accurately balancing business checking account statements.Audit and reconcile business credit card statements.Responsible for Accounts receivable and Accounts payable.Enter and maintain accounting records using QuickBooks Pro 2006 as well as generate reports for yearly Federal and State income tax preparation.Generate Profit & Loss report on a monthly basis for the CEO.Assist CEO with special projects

Sales / Sales Support / Customer Service / Account Executive

• 2000 - 2009

Self employed licensed Insurance Agent submitting new life and health business on a part time basis generated through referrals and acquaintances.Successfully produced sales generated from online quoting engine located on Company's website. Contacted customers via phone and email providing them education to successfully purchase health insurance products that fit their personal circumstances.Assist life and health insurance agents with all aspects of sales support providing marketing materials, quotes, illustrations, underwriting guideline assistance, and follow up of new business from submission to placement.Established solid networking relationships with local banks resulting in increased lead generation. Provide friendly and accurate support to new and existing customers by assisting with product questions, service changes, and billing information.Established solid relationships with underwriters and marketing assistants with various insurance companies to gain better than average service and turnaround time on newly submitted business.

Express Shipment Coordinator

• 1999 - 2000

Coordinated overnight express freight shipments from pick up to delivery utilizing outside shipping companies and airlines. Reserved cargo space with national airlines. Tracked shipments ensuring timely delivery of customers merchandise. Coordinated overnight express freight shipments from pick up to delivery utilizing outside shipping companies and airlines. Reserved cargo space with national airlines. Tracked shipments ensuring timely delivery of customers merchandise.

Account Executive / Customer Service

• 1996 - 1999

Responsible for expanding sales by marketing Air Products to new and existing businesses.Increased customer retention through relationship development and customer service.

Administrative Accounting Executive

• Jan 1987 - Jan 1996

Reconciled and balanced three district accounting transactions on a daily and monthly basis for submission to regional accounting office as well as generated weekly computerized analysis of department's Operation Comparison.Responsible for leading the production of quality work performed by co-workers.Developed training procedure manual to assist in training new employees and to insure existing employees continued to operate using proper procedures. Trained new and temporary employees of department procedures to successfully process transactions with little or no errors.Managed department operations in absence of managers.Liaison between corporate accounting office and operations managers. Monitored collections of financial discrepancies between them.