Personal Lines Manager for Auto Mate Insurance Solutions

• Oct 2019 - Present

Managing and servicing the brokerage's entire personal lines book of business that's placed with over 27 different companies. Managing and servicing the brokerage's entire personal lines book of business that's placed with over 27 different companies.

Executive Sales Professional

• Feb 2018 - Oct 2019

Selling intangibles based on value over price. Exercising my fiduciary duty to clients and prospects by advising them on their best options to protect their assets. I help my clients plan for the future, limit their possibility of exposure and provide them with customized solutions to protect them and their assets. Daily duties include prospecting, underwriting, account management, sales, advising, tracking metrics, documentation, educating clients, account management, executing and… Show more Selling intangibles based on value over price. Exercising my fiduciary duty to clients and prospects by advising them on their best options to protect their assets. I help my clients plan for the future, limit their possibility of exposure and provide them with customized solutions to protect them and their assets. Daily duties include prospecting, underwriting, account management, sales, advising, tracking metrics, documentation, educating clients, account management, executing and implementing research and translating Spanish. Licensed in Health, Life, Property and Casualty insurance, I'm able to provide solutions for a wide array of folks ranging helping the average Joe get the best value on his car insurance and protect his retirement to business owners who want to improve their bottom line by leveraging employee benefits, and mitigating their exposure with an bullet proof commercial policy. Show less Selling intangibles based on value over price. Exercising my fiduciary duty to clients and prospects by advising them on their best options to protect their assets. I help my clients plan for the future, limit their possibility of exposure and provide them with customized solutions to protect them and their assets. Daily duties include prospecting, underwriting, account management, sales, advising, tracking metrics, documentation, educating clients, account management, executing and… Show more Selling intangibles based on value over price. Exercising my fiduciary duty to clients and prospects by advising them on their best options to protect their assets. I help my clients plan for the future, limit their possibility of exposure and provide them with customized solutions to protect them and their assets. Daily duties include prospecting, underwriting, account management, sales, advising, tracking metrics, documentation, educating clients, account management, executing and implementing research and translating Spanish. Licensed in Health, Life, Property and Casualty insurance, I'm able to provide solutions for a wide array of folks ranging helping the average Joe get the best value on his car insurance and protect his retirement to business owners who want to improve their bottom line by leveraging employee benefits, and mitigating their exposure with an bullet proof commercial policy. Show less

Affiliate Marketer

• Nov 2017 - Oct 2019

I help place financial tools and resources in the hands of people looking to make financial improvements in their life. I advise my clients to consider credit repair services though Lexington Law as they're the number one credit repair agency in the nation and have removed over 9 million items from client's credit reports in 2016 alone. I help place financial tools and resources in the hands of people looking to make financial improvements in their life. I advise my clients to consider credit repair services though Lexington Law as they're the number one credit repair agency in the nation and have removed over 9 million items from client's credit reports in 2016 alone.

Account Executive

• 2017 - Oct 2019

Volunteer Marketer

• May 2017 - 2017

HATCH INNOVATION: We enable people to build enterprises that improve communities. We are a 501(c)(3) social enterprise based in Portland OR since 2004. WHAT WE DO: Our initiatives fall into four categories and impact local to global audiences: A clear path to get social entrepreneurs through the launch process: PurposeWorks A local place and community in which ideas for a better world can be tested: Hatch Labs A profit mechanism for Oregonians to raise local investments: Hatch Oregon A… Show more HATCH INNOVATION: We enable people to build enterprises that improve communities. We are a 501(c)(3) social enterprise based in Portland OR since 2004. WHAT WE DO: Our initiatives fall into four categories and impact local to global audiences: A clear path to get social entrepreneurs through the launch process: PurposeWorks A local place and community in which ideas for a better world can be tested: Hatch Labs A profit mechanism for Oregonians to raise local investments: Hatch Oregon A policy platform for ecosystem developers to implement best practice for community capital: ComCap My role: Wordpress, SEO, PR and Community outreach. https://2017.comcap.us/ https://hatchthefuture.org/ Show less HATCH INNOVATION: We enable people to build enterprises that improve communities. We are a 501(c)(3) social enterprise based in Portland OR since 2004. WHAT WE DO: Our initiatives fall into four categories and impact local to global audiences: A clear path to get social entrepreneurs through the launch process: PurposeWorks A local place and community in which ideas for a better world can be tested: Hatch Labs A profit mechanism for Oregonians to raise local investments: Hatch Oregon A… Show more HATCH INNOVATION: We enable people to build enterprises that improve communities. We are a 501(c)(3) social enterprise based in Portland OR since 2004. WHAT WE DO: Our initiatives fall into four categories and impact local to global audiences: A clear path to get social entrepreneurs through the launch process: PurposeWorks A local place and community in which ideas for a better world can be tested: Hatch Labs A profit mechanism for Oregonians to raise local investments: Hatch Oregon A policy platform for ecosystem developers to implement best practice for community capital: ComCap My role: Wordpress, SEO, PR and Community outreach. https://2017.comcap.us/ https://hatchthefuture.org/ Show less

Employee Benefits Specialist

• 2016 - 2017

I help local business owners save money on taxes and improve their bottom line by leveraging voluntary benefits. I help local business owners save money on taxes and improve their bottom line by leveraging voluntary benefits.

Owner and operator

• Jun 2015 - 2016

The Game Room is Portland's first social gaming cafe and Pub The Game Room is Portland's first social gaming cafe and Pub

CEO

• 2015 - 2016

Timely provides the highest quality home services to clients while making their experience fast, friendly and simple. Top notch quality, fastest timing in the industry, right at your finger tips. How cool is that? Focuses on: Sales, Marketing, Policies, Procedures, Training, Organizing and Directing, Out reach, Strategic Partnerships, and Company vision. Web: www.Timely.services Facebook: facebook.com/TimelyOnDemandHomeServices/ Timely provides the highest quality home services to clients while making their experience fast, friendly and simple. Top notch quality, fastest timing in the industry, right at your finger tips. How cool is that? Focuses on: Sales, Marketing, Policies, Procedures, Training, Organizing and Directing, Out reach, Strategic Partnerships, and Company vision. Web: www.Timely.services Facebook: facebook.com/TimelyOnDemandHomeServices/

Partner and Sales Developer

• 2014 - 2016

PDX Vape was the first company to offer high quality nicotine vaporizor products to the retail market in 2014. All of our ingredients were sourced and produced locally from the highest quality all natural organic materials. https://plus.google.com/101566352680822335961 PDX Vape was the first company to offer high quality nicotine vaporizor products to the retail market in 2014. All of our ingredients were sourced and produced locally from the highest quality all natural organic materials. https://plus.google.com/101566352680822335961

Sales Representative

• Jan 2013 - Dec 2014

Welcoming and directing groups of high profile customers, facilitating events, general sales, inventory management and tracking daily numbers Welcoming and directing groups of high profile customers, facilitating events, general sales, inventory management and tracking daily numbers