Life and Health Insurance Broker

• Jan 2019 - Present

Producer

• Aug 2017 - Present

Insurance broker specializing in Medicare, ACA and its alternatives, and small group health plans. Insurance broker specializing in Medicare, ACA and its alternatives, and small group health plans.

Agent

• May 2013 - Aug 2017

Insurance broker specializing in Medicare and the Affordable Care Act. Quickly excelled in dynamic market, writing over 1200 individual policies in four years. Insurance broker specializing in Medicare and the Affordable Care Act. Quickly excelled in dynamic market, writing over 1200 individual policies in four years.

Purchasing Manager

• Aug 2008 - Feb 2013

Purchasing Manager for commercial mechanical contractor. Developed reliable procurement methods and increased job profits with strong systems, clear communication, and excellent service. Increased value of returned materials with effective cost tracking. Coached, mentored, and motivated team players to solve problems on their own. Improved vendor relationships and strengthened partnerships within the industry. Purchasing Manager for commercial mechanical contractor. Developed reliable procurement methods and increased job profits with strong systems, clear communication, and excellent service. Increased value of returned materials with effective cost tracking. Coached, mentored, and motivated team players to solve problems on their own. Improved vendor relationships and strengthened partnerships within the industry.

Analyst

• Jan 1998 - Feb 2008

Mapped* demographic and market data to create visual display that told a story and revealed new business opportunities. Increased production output ten-fold with new system (MapBasic) and uploaded market reports via FTP. *using MapInfo, Microsoft Excel, and SQL. Mapped* demographic and market data to create visual display that told a story and revealed new business opportunities. Increased production output ten-fold with new system (MapBasic) and uploaded market reports via FTP. *using MapInfo, Microsoft Excel, and SQL.

Mortgage Loan Underwriting & Secondary Marketing

• 1993 - 1997

Secondary Marketing - responsible for setting daily rates and selling loans from bank portfolio. Underwriter - used current lending guidelines to assess risk for government backed, private investor, and portfolio transactions. Reviewed declined loans to ensure bank protocol had been met. Secondary Marketing - responsible for setting daily rates and selling loans from bank portfolio. Underwriter - used current lending guidelines to assess risk for government backed, private investor, and portfolio transactions. Reviewed declined loans to ensure bank protocol had been met.

Mortgage Loan Officer

• 1990 - 1993

Loan Officer - Handled bank customers smoothly and efficiently, earning trust of management and peers. Headed off potential problems by anticipating outcomes and monitoring loan process. Renegotiated declined loans as necessary with underwriters to obtain approval; provided alternate loan sources when no solution could be reached in house. Loan Officer - Handled bank customers smoothly and efficiently, earning trust of management and peers. Headed off potential problems by anticipating outcomes and monitoring loan process. Renegotiated declined loans as necessary with underwriters to obtain approval; provided alternate loan sources when no solution could be reached in house.