Experience

Advance Team Partners

• United States
• Insurance
• 1 - 100 Employee

• Insurance Broker

  • Jun 2018 - Present

  • Funded a regional lead marketing program aimed at educating seniors on their insurance options; made recommendations from a wide portfolio covering 20 carrier partners. • Assessed each client’s unique situation with thoughtful questions and careful listening; reviewed their existing coverage and conducted personalized needs analysis. • Built and managed a book of business of over 600 policyholders; serviced these customers, achieving nearly 90% retention rate. • Secured precise underwriting notes to assure approval for best possible coverage. • Maintained great standing in industry by complying with all carrier-specific or regulatory requirements. • Provided mentorship and training to new agents. Show less



UPS

• United States
• Truck Transportation
• 700 & Above Employee

• Package handler

  • May 2015 - Jun 2018

  Worked night shift at UPS Worldport as part of Metropolitan College, the company’s free tuition partnership with University of Louisville. Worked night shift at UPS Worldport as part of Metropolitan College, the company’s free tuition partnership with University of Louisville.