Finance and Insurance Manager / Delivery Coordinator

• Nov 2019 - Present

● Represents Long Lake Marina in the highest form by providing accommodation, transparency and integrity ● Guides clients throughout the sales process using analysis to capture all finance and insurance opportunities ● Assembles a comprehensive menu selling process to help increase profitability and product penetration ● Responsible for overall knowledge and presentation of extended warranties, customization options, aftermarket products, insurance options and maintenance programs ○ 200% growth in department revenue in 2020, 2021 by implementing a new product portfolio ○ Maintained growth and streamlined processes in 2022-2023 ● Foster, maintain, and build positive relationships with insurance vendors and lending institutions ○ Captured new lenders to grow portfolio in 2022 and 2023 ○ Converted the finance process into AppOne for more efficiency and compliance ○ Highest finance penetration in Parker 20-group for 2022 ● Acts as dealerships primary insurance agent by issuing and servicing policies ○ Doubled insurance penetration from 2022-2023 ● Coordinates master schedule for the delivery of new units while preparing all documentation for final delivery ● Analyze and organize customer data for marketing, sales and customer retention purposes ○ Achieved by utilizing Salesforce, Google Drive, DocuSign, Dockmaster, Excel ● Designated point person to design personalized, interactive scheduling agreements for winter storage, spring pick up, service scheduling and more using Salesforce flows ● Improves business automation by implementing new policies and procedures ● Accountable for inventory documentation, entry and count, rebate oversight, recall awareness, warranty registration, parts tracking, consignment/trade documentation etc. ● Responsible to spearhead conflict resolution after the sale, if applicable ● Optimizing existing business processes in order to improve customer and dealership experience Show less

Assistant Manager

• Jan 2016 - Oct 2019

• Oversees roughly $4 million of company assets • Responsible for fleet logistics, tracking specialty vehicles, and facilitating office operations • Uphold a positive work environment to increase sales and promote individual career goals • Sell and promote fuel, roadside service as well as collision, liability, and medical insurance daily • Holder of regional best of the best award because of exceptional sales performance • Leader in sales for the year of 2016, top competitor for 2017, 2018 and 2019 • Control operational expenses and direct cost within both branches • Grew the fleet size each month consecutively from August 2018 to October 2019 • Develop/execute monthly marketing plan for each employee and myself to increase and maintain business • Delegate short and long term operational responsibilities and sales goals for employees that correspond with corporate expectations • Work closely with multiple insurance companies daily to continuously keep files current and communicate on behalf of the customer • Oversee general maintenance of each vehicle to meet safety standards • Follow and abide by corporate found values to uphold company vision Show less

Student

• Aug 2013 - May 2016

Office Assistant

• Sep 2014 - Jun 2015

• Organize and sort teacher mail, packages, office, supplies and scheduling • Assist teachers with any special projects or errands as needed, such as test formation or retrieving personal items• Work closely with Datatel Colleague to organizing student information and confidential files• Schedule appointments and answer phone calls regarding university questions pertaining to the office

Student Worker

• Jan 2014 - May 2014

• Entrusted with confidential student information and records• Organize information into digital files for use by registration professional staff• Perform administrative tasks including scanning, editing and data entry

Marketing Director

• Aug 2015 - Jan 2016

• Marketing analysis and target analysis research to improve the business’ promotion strategy • Controlling and composing posts for online social media outlets • Innovatively increasing sales with special events and promotions • Marketing analysis and target analysis research to improve the business’ promotion strategy • Controlling and composing posts for online social media outlets • Innovatively increasing sales with special events and promotions

Marketing Consultant

• Sep 2014 - Aug 2015

• Created diverse beer and wine product displays to showcase special promotion products • Executed professional and energetic liquor promotions to attract and expand customer base • Created diverse beer and wine product displays to showcase special promotion products • Executed professional and energetic liquor promotions to attract and expand customer base

Beauty Advisor

• Mar 2015 - Jun 2015

• Determines each guest’s needs and answers questions concerning products and services • Handles sales, refunds and exchanges ensuring the correct price and/or discount is applied correctly to each sale • Participates in physical inventory preparation, execution and follow-up • Determines each guest’s needs and answers questions concerning products and services • Handles sales, refunds and exchanges ensuring the correct price and/or discount is applied correctly to each sale • Participates in physical inventory preparation, execution and follow-up

Campus Organizer / District Manager

• Nov 2014 - Dec 2014

• Organized campus oriented advertisements at Southern New Hampshire University and Saint Anselm’s College • Spread awareness about climate change through political awareness for campaign • Organized campus oriented advertisements at Southern New Hampshire University and Saint Anselm’s College • Spread awareness about climate change through political awareness for campaign

Demo Event Specialist

• May 2014 - Aug 2014

• Advertise diverse products and make them appealing to customers • Up sell products and meet their full potential • Communicate within a 2 minutes window and engage in personal conversation • Create an atmosphere that allows customers to feel interested and intrigued • Advertise diverse products and make them appealing to customers • Up sell products and meet their full potential • Communicate within a 2 minutes window and engage in personal conversation • Create an atmosphere that allows customers to feel interested and intrigued

Office Assistant

• May 2013 - Aug 2013

• Converted confidential paper records to electronic files • Reconciled bank statements, created amortization schedules and created financial statements for owner • Created accounts for new clients and updated information of existing customers • Converted confidential paper records to electronic files • Reconciled bank statements, created amortization schedules and created financial statements for owner • Created accounts for new clients and updated information of existing customers

Ice Cream Attendant

• Jan 2010 - Jan 2013

• Helped train new employees and provided on-going support • Suggested additional menu items to “up sell” and increase profit • Assisted customers by taking and filling 75+ orders efficiently per shift • Communicated with three co-workers and manager to expedite orders • Resolved customer issues calmly and professionally • Calculated order totals manually and with accuracy • Followed closing and sanitation procedures; set-up facility for next day including setting-up cash drawers Show less