Bio
Credentials
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Getting started with Power BI Desktop
CourseraAug, 2023- Apr, 2026 -
Tools for Data Science
CourseraAug, 2023- Apr, 2026 -
Google Data Analytics
GoogleSep, 2021- Apr, 2026 -
Google Data Analytics Certificate
CourseraSep, 2021- Apr, 2026 -
Insurance Agent (Health, Property, Casualty)
State of MichiganSep, 1996- Apr, 2026 -
Insurance Agent (Health, Property, Casualty)
State of Michigan
Experience
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Inside Sales Consultant Small Commercial
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Jan 2024 - Present
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United States
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Insurance
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700 & Above Employee
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Account Manager
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Sep 2012 - Nov 2023
I managed an exclusive Allstate Insurance Agency, specializing in a wide range of insurance products, including Property & Casualty, Life, Flood, Accident & Disability, and Commercial insurance. My responsibilities have encompassed fostering strong client relationships, ensuring compliance with licensing and regulatory requirements, and providing valuable insights through data analysis for strategic decision-making. I have consistently achieved annual growth rate in the agency's book of business and maintained a commendable retention rate through effective client engagement and tailored policy billing. Proficient in Microsoft and data search tools, I have identified trends and potential risks to support informed decisions. Moreover, I've contributed to strategic marketing decisions by creating data-driven visualizations based on marketing datasets and actively managed social media accounts to elevate the agency's presence in the community through sponsorships and informative insurance content.
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Licensed Insurance Agent
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Sep 1996 - Sep 2012
As a Licensed Insurance Sales Producer, I specialized in generating new business opportunities and cultivating lasting client relationships. My primary responsibilities included identifying and pursuing potential sales leads through various channels, including cold calling, networking, and referrals. I conducted thorough assessments of clients' insurance needs and provided tailored solutions that align with their unique requirements. I excelled in communicating the features, benefits, and coverage options of insurance products, ensuring clients comprehended the value of their investments.
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Customer Service
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1993 - 1996
In my role at EDS within the Dealer Assistance Center, I played a pivotal role in providing vital support to dealerships, facilitating seamless interactions between customers and GM products. I specialized in handling dealer inquiries and expertly assisting them in resolving complex issues. This entailed offering comprehensive guidance, resolving customer and GM product-related inquiries.
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Education
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Oakland University
Bachelor of Arts - BA, Communication and Media Studies -
Wayne State University
Master's degree, Library and Information Science
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References
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