Insurance Broker

• Apr 2023 - Present

Life Insurance Broker

• Jun 2023 - Present

Business Owner

• Oct 2016 - Present

Licensed Enrollment Specialist

• Sep 2021 - Mar 2023

Internet Sales Specialist

• Oct 2020 - Aug 2021

Account Manager

• Aug 2019 - Oct 2020

Sr. Operations Product Agent

• Nov 2015 - Jul 2017

• Receive inbound phone calls from other agents and customers • Investigate and research merchants for customers • Place dispute claims for customers • Keep accurate and detailed notes about the conversation and any case opened • Transfer to appropriate agents when applies • Listen to details from the customer and act as their advocate to help solve their needs • Developed graphic concepts for department related events • Receive inbound phone calls from other agents and customers • Investigate and research merchants for customers • Place dispute claims for customers • Keep accurate and detailed notes about the conversation and any case opened • Transfer to appropriate agents when applies • Listen to details from the customer and act as their advocate to help solve their needs • Developed graphic concepts for department related events

Sales Consultant

• Feb 2014 - Jul 2015

Responsible for engaging customers on a daily basis Responsible for maintaining a pipeline and knowing my accounts inside and out Able to speak on and demonstrate knowledge of QuickBase database solutions Won 2nd in Power Ranking for the FY14 4th Quarter Responsible for engaging customers on a daily basis Responsible for maintaining a pipeline and knowing my accounts inside and out Able to speak on and demonstrate knowledge of QuickBase database solutions Won 2nd in Power Ranking for the FY14 4th Quarter

Sales Consultant

• Jun 2013 - Jan 2014

Responsible for maintain store presence Responsible for engaging customers as they walked in the store Able to demonstrate and speak on knowledge of the most current technology available with Verizon Ability to cross sell to other areas of Verizon's services Responsible for maintain store presence Responsible for engaging customers as they walked in the store Able to demonstrate and speak on knowledge of the most current technology available with Verizon Ability to cross sell to other areas of Verizon's services

CSR

• May 2012 - Sep 2012

Implemented a calling/filing system for his invoices that are to be followed up with after inputted Responsible for calling current customers to set up times for their clean and checks for their furnace and AC Responsible for cold calling new customers for estimates and clean and checks Responsible for data entry of appointments in office tracker system and Quickbooks Implemented a calling/filing system for his invoices that are to be followed up with after inputted Responsible for calling current customers to set up times for their clean and checks for their furnace and AC Responsible for cold calling new customers for estimates and clean and checks Responsible for data entry of appointments in office tracker system and Quickbooks

Sales Rep

• Jun 2011 - Apr 2012

Outbound calls to potiental and existing clients for 5th 3rd Bank Outbound calls to potiental and existing clients for 5th 3rd Bank

Secretary/Marketing Rep

• May 2011 - Sep 2011

• Cold call residence of Erie and surrounding areas to set up appointments for free hearing exams. • Maintain appointment quota- have a 50% turn around ratio • Admin tasks included: Writing letters, sending invoices, answering phones, and filing. • Created company’s first website, acclimated the company to Facebook and internet marketing. • Cold call residence of Erie and surrounding areas to set up appointments for free hearing exams. • Maintain appointment quota- have a 50% turn around ratio • Admin tasks included: Writing letters, sending invoices, answering phones, and filing. • Created company’s first website, acclimated the company to Facebook and internet marketing.

Independent Contractor- QA Supervisor

• Aug 2009 - Oct 2010

• Handled all the Quality Assurance for the majority of the projects • Became QA Supervisor • Corresponded with clients to maintain their project status • Helping programmers/designers understand the different aspects of the website so it can be built properly • Help scope web development plans for different clients • Handled all the Quality Assurance for the majority of the projects • Became QA Supervisor • Corresponded with clients to maintain their project status • Helping programmers/designers understand the different aspects of the website so it can be built properly • Help scope web development plans for different clients