Bio
Credentials
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LHTAC Road Scholar
LHTAC
Experience
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Acrisure
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Hailey, Idaho
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Licensed Agent, Personal Insurance
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Jun 2018 - Present
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Hailey, Idaho
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Insurance
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1 - 100 Employee
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Personal Lines Account Manager
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Jun 2017 - Present
I am a passionate and people-oriented client relations professional who will partner with your sales and service colleagues to manage all aspects of your assigned book of business. I am in charge of maintaining strong and long-lasting relationships with clients, colleagues, and carriers.I am hungry, humble and smart- I strive to not top short of excellence and I am driven to do what's best for my clients and colleagues.
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Office Support Manager
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Jun 2017 - Apr 2019
1. Answer phones and greet clients. Direct calls and clients to the appropriateteam member.2. Accept premium payments, process receipts and when necessary write pass thru checks.3. Deposit pass thru and sweep payments each day. If a payment is received it must bedeposited same day.4. At the end of every day run the Allstate remittance report and close out their system.5. Maintain petty cash box.6. Open, date and distribute mail for the agency on a daily basis.7. Process all outgoing mail. Postmark and put in the appropriate bin for mail pickup daily.8. Reload the postage meter as necessary.9. Handle billing questions for clients (once properly trained).10. Process Direct Billed commission statements for the accounting department.11. Profess the daily Download for all insurance carriers.12. Review and enter TA notes for personal lines cancellations and reinstatements in ourclient database. Also enter claims and claim payments as necessary.13. Review and enter personal lines manual renewals and endorsements as necessary.14. Maintain and update weekly employee schedule.15. Keep front desk/reception area clean, neat and stocked. (Restock all pens, paper, files,envelopes, business cards, etc. in the appropriate drawers/cabinets.)16. Assist the Marketing Dept. including but not limited to assisting with welcome packets,stuffing/proofing newsletters as needed, etc.17. Perform additional duties and special projects as required and trained to do so by otherdepartments.18. Adhere to and execute the agency employment contract19. Keep current on the insurance industry by reading and studying new information thatcomes m way.
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Pioneer West Property Management
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Ketchum, Idaho
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Project Assistant
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Nov 2016 - Nov 2017
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Ketchum, Idaho
(Part Time Position)- Greet and assist incoming callers, retrieve voicemail and reply to email inquiries- General document preparation, filing, preparing monthly reports, marketing materials- Maintaining organization of company files, electronic records, and handling mail distribution- Prepare correspondence, memos and minutes- Scan and process invoices- Processing payments, making deposits and general bookkeeping- Scheduling jobs, estimates and calling vendors- Post updates to website, basic computer tech support and office equipment management- Assist with monthly financial statement preparation- Assist with Social Media sites Assist with maintenance service requests, and proposal gathering- Coordinate Meetings/ Schedule Appointments for staff
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Blaine County
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Hailey, Idaho
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Administrative Specialist
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Oct 2014 - May 2017
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Hailey, Idaho
• Respond to and serve the public with courteous good will;* Assist multiple departments including Facilities, Recycling, Road and Bridge, Noxious Weeds and Waterways.• Maintains effective communication and good working relationships with employees at all levels of the County and customers outside the department in all key functional areas.• Critically evaluates information gathered from multiple sources, reconciles conflicts, decomposes high-level information into details, abstracts up from low-level information to a general understanding, and distinguishes root cause problems from the underlying symptoms.• Researches and prepares statistical reports using data from systems and internal sources. Consolidates information into cohesive and understandable correspondence or other forms for use in management decision-making.• Assists customers in identifying their needs and recommends solutions that add value; analyzes organizational processes, prepares and maintains requirements, and works with users and staff to assure solutions meet county requirements; interacts with multiple departments and functions to ensure all perspectives are addressed.• Performs gap analysis between requirements and proposed solutions based on needs and constraints; researches options to reconcile gaps; considers both county and community implications and how the solution aligns with both; assists in managing conflict, issues and changes in order to ensure that stakeholders and the team remain in agreement.For detailed information, please contact me.
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Wildflower Events
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Stanley, Idaho
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Assistant
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Jun 2015 - Sep 2016
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Stanley, Idaho
Wildflower Events and Rentals is the premiere wedding planning and rental equipment business specializing in the Stanley and Ketchum, Idaho areas. We are passionate about creating beautiful, unique, and stress-free celebrations that create memories you'll cherish for years to come. We take care of the details- big and small- to ensure that your special day goes off without a hitch. With our years of experience and strong local relationships, we work hard to make your dream mountain wedding a reality. We offer a variety of specialized planning packages as well as rentals, officiating services, and more!
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Coldwell Banker Distinctive Properties
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Ketchum, Idaho
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Director of Guest Services
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Dec 2012 - Oct 2014
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Ketchum, Idaho
As Director of Client Services I mange the rentals department; everything from the marketing of the properties, owner relations, booking reservations, marketing relations of properties,concierge services and departure checks of the reservation. I manage and coordinate our Property Management division which consists of our Maintenance and Housekeeping Department. This is a very hands on job for a privately owned company. I also help with the accounting for the guest and owners following each reservation. Additionally, I manage a 7 days a week, 24 hour on call phone system.Other responsibilities consist of the following:• Supervise the collection activities of the regional Depots and provide guidance on solutions to outstanding collection problems. • Perform Market Intelligence (on regular basis) for information on market status, trends & competition to help in strategic business planning. • Revise, recommend, and prepare new policies and procedures for the Rental Division.• Look for and identify new business opportunities and new product lines for the Division.• Maintain logistics and open communication lines between the Regions to facilitate the movement of Rental inventory.• Develop and supervise promotional/incentive programs to increase market awareness and penetration.• Manage the Rental operation within the context of the Division's budgeted guidelines, objectives and procedures.• Assume overall responsibility and management of Rental operation performance in attaining growth and profitabilityTo learn more about Coldwell Banker Distinctive Properties and the vacation rentals that we offer please click on the link below:www.sunvalleyrentals.co
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Blaine County Community Drug Coalition
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Hailey, Idaho
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Director Of Development
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Oct 2011 - Aug 2012
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Hailey, Idaho
After a wildly successful debut in 2009, the Sun Valley Road Rally transforms Highway 75 in Sun Valley, Idaho into a "no speed limit" zone to benefit the Blaine County Community Drug Coalition, a 501c3 non profit organization. Drivers hurl themselves down the highway in search of their cars' top speeds, past cheering spectators, and all for a good cause. In 2011, I joined the Blaine County Community Drug Coalition as the Director of Development. In my position, I created a fully functional website that really enhanced the event and took it to the next level of marketing and advertising. Additionally, in 2011, the event sold out for it's first time since it's debut in 2009 with maximum spectator and driver numbers exceeding well over 1,500 persons.To learn more about my development of this great event, please click on the link below:www.sunvalleyroadrally.com
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Sun Valley Resort
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Sun Valley, Idaho
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Catering Manager
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Jun 2008 - Sep 2011
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Sun Valley, Idaho
I worked with Sun Valley Company for four years as a Catering Manager in the Conference Services department. I was responsible for developing marketing segments and soliciting new customers to purchase food and beverage and utilize event facilities in the hotels continuing effort to deliver outstanding guest service and financial profitability.A. Worked directly with clients to coordinate event details, develop solutions and provide guidance and direction as the main meeting contact and hotel representative for assigned events.B. Prepared and executes Banquet Event Orders and other required operational communication for booked functions.C. Acted as "on-site" contact for assigned events for the duration of the program in conjunction with the Banquets, Set Ups and AV Departments.D. Responsible for understanding and working within department policies and procedures such as food minimums, space release policy and booking guidelines.E. Details and overseen assigned groups booked by the sales department as well as catering only.Represent the needs and expectations of the client to all operational departments at Sun Valley ResortF. Ensured an optimal level of service, quality and hospitality are provided to resort clients.G. Worked closely with all guests and customers to ensure their event meets or exceeds their expectationsH. Inspected all rooms prior to functions as well as greet clients prior to the start of their event.I. Attended weekly Catering Meeting to answer any additional questions regarding Banquet Event Orders or group needs.J. Created detailed diagrams for events to ensure that the room set meets a client’s expectations and space limitations.I understand the value of providing guests with an exceptional environment and personalized attention.
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Education
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2004 - 2008University of Idaho
Bachelor of Science (B.S.), Communication, General -
2000 - 2004Blackfoot High School
High School Diploma, High School Diploma
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