Experience

Pumpkin

• United States
• Insurance
• 100 - 200 Employee

• Senior Territory Account Manager

  • Apr 2023 - Present



USI Insurance Services

• United States
• Insurance
• 700 & Above Employee

• Personal Risk Advisor

  • Dec 2021 - Apr 2023



Overmyer Hall Associates

• United States
• Insurance
• 1 - 100 Employee

• Personal Lines Producer

  • Feb 2016 - Dec 2021

  Upper Arlington, OH • Acquisition of new clients by networking with referral sources, cross-selling to the commercial departments’ clients, with a primary focus in the affluent market • Providing prospective clients with a comprehensive insurance review • Has built a strong network of Financial Planner centers of influence and works closely with them and their clients • Teaches Continuing Education for planners with their Certified Financial Planner (CFP) designation, on Personal Insurance • Attended 4… Show more • Acquisition of new clients by networking with referral sources, cross-selling to the commercial departments’ clients, with a primary focus in the affluent market • Providing prospective clients with a comprehensive insurance review • Has built a strong network of Financial Planner centers of influence and works closely with them and their clients • Teaches Continuing Education for planners with their Certified Financial Planner (CFP) designation, on Personal Insurance • Attended 4 separate High Net Worth Producer schools • Currently working to obtain a Certified Personal Risk Insurance Advisor designation • Helps to maintain agency relationships with Insurance carriers • Coordinates with team members on new ideas for growth of department, department education and process improvement Show less



MAPFRE U.S.A. Corp.

• Insurance Sales Agent

  • Mar 2012 - Feb 2016

  Columbus, Ohio Area • Sale of Personal Lines auto, home, umbrella and life insurance • Strong focus on service and developing elated customer relationships • Responsible for all service, billing and claims questions and tasks for $.5M book • Exceeded sales goals year over year • Assisted management in the acquisition and training of new agent hires • Coordinated, planned and attended at least 4 events per year as a representative of the company with the focus of growing the book of business and… Show more • Sale of Personal Lines auto, home, umbrella and life insurance • Strong focus on service and developing elated customer relationships • Responsible for all service, billing and claims questions and tasks for $.5M book • Exceeded sales goals year over year • Assisted management in the acquisition and training of new agent hires • Coordinated, planned and attended at least 4 events per year as a representative of the company with the focus of growing the book of business and increasing brand awareness Show less



Z Cucina Di Spirito

• Hostess

  • Jun 2011 - Mar 2013

  Grandview, OH • Warmly welcomed all guests into the restaurant • Ensured all guests received excellent service and strived to go above and beyond to exceed guests’ needs • Worked with management to place wine and liquor orders and maintain relationship with distributors • Assisted in the training of new staff hires • Helped plan and execute special events



Tropical Nut and Fruit Inc.

• Food and Beverage Manufacturing
• 1 - 100 Employee

• Inside Sales Rep

  • Aug 2010 - Mar 2012

  Urbancrest, OH Receiving and processing customer orders Resolving customer complaints Packing and shipping samples to prospective customers Incoming and Outgoing sales calls Updating customer information in databases Creating and distributing marketing and sales materials Managing Outlet Retail Store Planning and overseeing trade show and sale events



The Ohio State University

• United States
• Higher Education
• 700 & Above Employee

• Student Intern

  • May 2008 - Sep 2008

  Columbus, OH