Experience

IDU, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Senior Internal Sales Consultant

  • Apr 2023 - Present

  1110 Brickell Avenue, Suite 515 Miami, FL 33131 Providing Disability, Life & Specialty Insurance Underwriting Solutions Our mission is to deliver a specialized experience by insuring the most complex cases that can't be placed with standard disability carriers



Asteya

• Czechia
• Social Networking Platforms
• 1 - 100 Employee

• Licensed Internal Sales Consultant

  • Jun 2022 - Jun 2023

  Asteya was founded to give you real peace of mind so you can focus on living. Our vision is to build something different, something that provides security for everyone and promotes well-being; a new approach for a new tomorrow. Income insurance that works for you, income insurance that is there for you. Insuring your income empowers your future, and we’re building our products with your future in mind.



OCI Insurance

• United States
• Government Administration
• 1 - 100 Employee

• Executive Sales

  • Jan 2021 - Jun 2022

  Parker, Colorado, United States



Disability Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Regional Brokerage Manager

  • Oct 2019 - Mar 2020

• Regional Sales Representative

  • Oct 2019 - Oct 2019

  Parker, Colorado



Truluma

• United States
• Insurance
• 1 - 100 Employee

• Disability Insurance Consultant

  • Jun 2017 - Sep 2019

  1702 North 34th Street, Seattle, WA 98103 At Truluma we strive to bring income protection to light for all and are dedicated to great service. We're an advisor-based wholesale distribution and consulting firm and can help you find the most appropriate income and asset protection solutions for your clients, while helping you grow your business in the process! Contact us to find out more about Truluma and how we can help you and your clients with their income and asset protection needs!



Crump Life Insurance Services

• United States
• Insurance
• 500 - 600 Employee

• Disability Insurance Wholesaler/Specialist

  • Mar 2014 - Apr 2017

  Bellevue, WA March 2014 To June 2017 •Increase sales in assigned territory and develop new business opportunities. •Help our carriers launch new Disability products and programs in order to excel and accomplish aggressive sales goals. •Utilize product knowledge and sales skills to identify and meet customer needs. As well as assist in placing Disability policies for Producers by getting involved with underwriting decisions. •Strong organization skills to maximize sales opportunities and deliver… Show more March 2014 To June 2017 •Increase sales in assigned territory and develop new business opportunities. •Help our carriers launch new Disability products and programs in order to excel and accomplish aggressive sales goals. •Utilize product knowledge and sales skills to identify and meet customer needs. As well as assist in placing Disability policies for Producers by getting involved with underwriting decisions. •Strong organization skills to maximize sales opportunities and deliver effective customer presentations. •Maintain current database for top Producers and Agencies within my sales territory. •Excellent communication skills to interact successfully with customers and other team members. •Understand current Disability Insurance market dynamics along with key challenges customers face on a daily basis. •Exhibit trust behaviors and strong relational skills. •Apply effective organization, planning, and time management skills to ensure optimal territory coverage.. •Meet administrative requirements such as sales call entry, timely expense reports, and email communications. •Complete all sales training requirements as well as Banking compliance courses.

• Case Manager

  • Jul 2012 - Mar 2014

  Bellevue, WA • Received and reviewed new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier • Ordered and reviewed underwriting requirements including Attending Physician Statements, Exams, Inspection Reports and supplemental forms for submission to insurance carriers • Conducted regular follow-up via phone and email and/or fax, on all outstanding underwriting requirements. • Organized and prioritized… Show more • Received and reviewed new insurance applications for missing information, i.e., forms, signatures, policy criteria, etc., prior to submission to the insurance carrier • Ordered and reviewed underwriting requirements including Attending Physician Statements, Exams, Inspection Reports and supplemental forms for submission to insurance carriers • Conducted regular follow-up via phone and email and/or fax, on all outstanding underwriting requirements. • Organized and prioritized workload (at that time 160 cases) to ensure cases were processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately • Acted as a conduit for all issues associated with a case to include coordination with all internal & external departments • Used my carrier product knowledge which allowed me to take the initiative to review other than applied for offers to determine if alternatives existed to secure the best possible offers based on the client’s expectations.

• Disability Insurance Sales Support Associate

  • Apr 2006 - Jul 2012

  Bellevue, WA • Assisted office manager with classifying carrier occupation codes, as well as supervising and training Sales Support staff • Provided product and carrier information to producer groups as well as internal staff • Maintained detailed product and financial knowledge on all carriers • Ran appropriate illustrations based on knowledge of the competitive disability insurance carriers and carrier software • Provided producers with marketing material relevant to their disability… Show more • Assisted office manager with classifying carrier occupation codes, as well as supervising and training Sales Support staff • Provided product and carrier information to producer groups as well as internal staff • Maintained detailed product and financial knowledge on all carriers • Ran appropriate illustrations based on knowledge of the competitive disability insurance carriers and carrier software • Provided producers with marketing material relevant to their disability insurance platform



Intervest / Peter Wong Associates

• Administrative Assistant Office Manager

  • Mar 2005 - Apr 2006

  Kirkland, WA Managed calendar scheduling and meeting requests for loan officers Managed travel arrangements Answered incoming phone lines and greeted visitors Sorted and routed incoming mail Maintained the location voice mail system Coordinated and arranged meetings, prepared agendas, and prepared facilities Prepared outgoing mail and correspondence, Arranged for equipment maintenance Managed office inventory and supplies Organized and maintained file system Assisted in… Show more Managed calendar scheduling and meeting requests for loan officers Managed travel arrangements Answered incoming phone lines and greeted visitors Sorted and routed incoming mail Maintained the location voice mail system Coordinated and arranged meetings, prepared agendas, and prepared facilities Prepared outgoing mail and correspondence, Arranged for equipment maintenance Managed office inventory and supplies Organized and maintained file system Assisted in preparing Loan Documents/Packages Assisted with various projects as assigned Show less



English Language Schools- SDA Lanuage School & Brighton Academy

• TEFL Teacher

  • Aug 2001 - Apr 2004

  Kwangju & Cheonan, South Korea Taught Conversational English to kids and adults.



Psychosocial Services Unit

• Office Administrator

  • Jun 1998 - Apr 2001

  Cape Town Area, South Africa Managed calendar scheduling and meeting requests Managed travel arrangements Answered incoming phone lines and greeted visitors Sorted and routed incoming mail Maintained the location voice mail system Coordinated and arranged meetings, prepared agendas, and prepared facilities Prepared outgoing mail and correspondence, Arranged for equipment maintenance Managed office inventory and supplies Organized and maintained file system Prepared Legal… Show more Managed calendar scheduling and meeting requests Managed travel arrangements Answered incoming phone lines and greeted visitors Sorted and routed incoming mail Maintained the location voice mail system Coordinated and arranged meetings, prepared agendas, and prepared facilities Prepared outgoing mail and correspondence, Arranged for equipment maintenance Managed office inventory and supplies Organized and maintained file system Prepared Legal Documents. Assisted with various projects as assigned Show less