REALTOR®

• Jul 2020 - Present

REALTOR®

• May 2019 - Jul 2020

Property Management

• Sep 2017 - Mar 2019

Property Management

• Oct 2016 - Sep 2017

Licensed Insurance & Financial Services Advisor

• Aug 2015 - Oct 2016

• Outside Sales • Property & Casualty Insurance Sales • Life & Health Insurance Sales, specializing in Disability Income Protection • Personal Banking, including deposit products, credit card products & auto loan originations • New Policy Transactions • Product Training for staff in auto, fire, life, health and banking products • Client Retention and Servicing • Marketing and Advertising • Lead Generation and Referral Marketing • Major Medical and Obamacare, how the Marketplace Operates and Affects Consumers • Insurance Coaching, P&C, Life & Health Show less

Licensed General Lines Agent

• Jan 2015 - Aug 2015

• Brand Management & Recognition • Marketing Strategies (Outside Sales) • Property & Casualty Lines of Insurance Sales • Life, Health & Longterm Care Insurance Sales via Dustin Harwell, Managing Agent • IRA, Annuities & Estate Planning Services via Dustin Harwell, Managing Agent • Day to Day Insurance Operations • Business Accounting Functions • New Policy Implementations • Budget Forecasting • Client Retention & Servicing • Brand Management & Recognition • Marketing Strategies (Outside Sales) • Property & Casualty Lines of Insurance Sales • Life, Health & Longterm Care Insurance Sales via Dustin Harwell, Managing Agent • IRA, Annuities & Estate Planning Services via Dustin Harwell, Managing Agent • Day to Day Insurance Operations • Business Accounting Functions • New Policy Implementations • Budget Forecasting • Client Retention & Servicing

Accounting Director

• Jul 2010 - Jan 2015

I have extensive experience with office management functions and policy writing. I have developed policies and proceudres put in place by top managment, for example; auto policies, vacation policies, corporate bylaws, human resources tracking tools etc. I am able to think quickly and analyze situations to deliver the best results possible. I actively work to grow our business using tools like the chamber of commerce, various business groups I associate with as well as print ads and marketing conferences. Duties • Responsible for all accounts receivable, payable, credit, collections, expense accounts and quarterly billing • Coordinated daily and weekly schedule of all employees (8+) • Hardware & Software Estimates, Purchasing and Purchase Orders • Responsible for supervision of technicians to ensure daily productivity and accountability on all tasks and projects • Confidential employee record keeping, onboarding and training of new and existing employees • Head of Procurement & Account Acquisitions • Responsible for all Marketing and Advertising including, Web Ads, Print Ads & Network Marketing o Active in the local Chamber of Commerce as well as a Woodlands Chapter of BNI (Business Networking International) • Responsible for all Office and Operations Management functions Show less