Experience

Boomers Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Independent Insurance Broker

  • Sep 2019 - Present

  • Licensed Health Agent, representing health insurance companies in the Bay Area • Collaborating with Brown & Toland medical group on marketing strategies, sales management, and member communication • Presenting Medicare plan options to clients—helping them navigate the Medicare world and process applications • Retaining the existing customer base and activating potential leads through outbound calls, emails, in-person meetings • Maintaining ongoing, personal client relationships Show less



Carat

• United Kingdom
• Advertising Services
• 700 & Above Employee

• Assistant Media Planner

  • Jun 2016 - Aug 2017

  Account: Walt Disney World - Disney Parks & Resorts• Planned a medium-scale Disney Golden Oak/Four Seasons Private Residence campaign• Owned flowcharts, monthly budgets, authorizations, delivery recaps, competitive analyses, and billing• Supported assigned Disney brands including communications strategy, integrated planning, and media activation

• Media Planning Intern

  • May 2016 - Jul 2016



The Pretty Pretty Collective

• San Francisco

• Customer Service Manager

  • May 2013 - May 2016

  • Achieved daily product sales and upsold business services • Planned and executed quarterly artistic shows, supporting SF artisans which resulted in community building and sales • Maintained outstanding customer service satisfaction, while managing over 12 stylist’s schedules and upheld their business relationships • Used MINDBODY software for handling payment transactions, guest check-ins, business reporting, and clientele management • Achieved daily product sales and upsold business services • Planned and executed quarterly artistic shows, supporting SF artisans which resulted in community building and sales • Maintained outstanding customer service satisfaction, while managing over 12 stylist’s schedules and upheld their business relationships • Used MINDBODY software for handling payment transactions, guest check-ins, business reporting, and clientele management



Learnit

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Sr. Corporate Account Specialist

  • Aug 2011 - Aug 2012

  • Under the direction of Sr. Account Executive, presented specialized IT training contracts, and facilitated invoicing and payments • Retained existing customer base and created potential leads through outbound calls (making on average 300 calls a day) and educated them about LearniT! services • Handled all payments, invoicing, and reporting while managing sales tracking platforms • Under the direction of Sr. Account Executive, presented specialized IT training contracts, and facilitated invoicing and payments • Retained existing customer base and created potential leads through outbound calls (making on average 300 calls a day) and educated them about LearniT! services • Handled all payments, invoicing, and reporting while managing sales tracking platforms



New Horizons Computer Learning Centers

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Assistant Office Manager

  • Jul 2010 - Jul 2011

  • Collaborated with instructors and sales teams to meet and exceed student expectations and deliverables • Administered support, invoiced and data processed B2B and B2C orders for all account representatives of New Horizons Southern California district • Collaborated with instructors and sales teams to meet and exceed student expectations and deliverables • Administered support, invoiced and data processed B2B and B2C orders for all account representatives of New Horizons Southern California district