Experience

Mountain West Insurance & Financial Services, LLC

• United States
• Insurance
• 1 - 100 Employee

• Account Executive

  • Nov 2017 - Present



AVI, Animas Valley Insurance

• Vice President Employee Benefits

  • Mar 2006 - Nov 2017

  Farmington, NM • Responsible for development of new accounts and management of ongoing corporate accounts. • Resolve health insurance enrollment issues with various insurance carriers and providers, including HMO, PPO, POS, and traditional health care plans. • Maintain frequent contact with account executives regarding resolution of employees’ group health insurance eligibility and enrollment inquiries. • Manage Marketing & Advertising Budget • Manage Personal lines, auto, home… Show more • Responsible for development of new accounts and management of ongoing corporate accounts. • Resolve health insurance enrollment issues with various insurance carriers and providers, including HMO, PPO, POS, and traditional health care plans. • Maintain frequent contact with account executives regarding resolution of employees’ group health insurance eligibility and enrollment inquiries. • Manage Marketing & Advertising Budget • Manage Personal lines, auto, home, umbrella • Manage Non Standard Auto agency • Coordinate special events & seminars for staff and clients. Show less



AVI Risk Management and Insurance Brokers Inc and Mountain West Insurance & Financial Services

• Account Manager

  • Mar 2006 - Nov 2017

  Commercial lines & Employee Benefits



Animas Credit Union

• Marketing Director

  • Jun 1997 - Jan 2005

  Farmington NM • Developed Kids Savings Program, “Andy & Anna Moose Kids Club,” which grew accounts by 500 in the first year and received national recognition and CUNA- Diamond Award for success of the program. • Coordinator for public relation events, annual meeting, holiday functions and Credit Union’s participation in trade shows. • Plan and coordinate advertising and promotional activities through print, media, direct mail and Internet. • Implement and maintain strategic marketing plan and budget.



Department of Education Victoria

• Project Support Officer

  • Jun 2000 - Apr 2001

  Melbourne, Australia • Provided advice and support to Project Officers. • Designed and developed presentations for Victoria’s school personnel. • Established and maintained tracking process for Department of Education communications. • Organized meetings, conferences and training workshops.



Nevada Federal Credit Union

• Marketing Specialist

  • Aug 1999 - Mar 2000

  Las Vegas, Nevada Area Implemented Holiday promotion, “Skip-A-Payment,” increasing credit union revenues. • Designed marketing campaigns for auto, home equity and Internet banking initiatives. • Assisted team in designing new Credit Union image and corresponding marketing plans. • Organized and administered employee functions and events. • Conducted market research through member database analyzing demographic trends. • Tracked marketing budget, including individual campaigns, and presented on status… Show more Implemented Holiday promotion, “Skip-A-Payment,” increasing credit union revenues. • Designed marketing campaigns for auto, home equity and Internet banking initiatives. • Assisted team in designing new Credit Union image and corresponding marketing plans. • Organized and administered employee functions and events. • Conducted market research through member database analyzing demographic trends. • Tracked marketing budget, including individual campaigns, and presented on status of it. Show less



Saks Fifth Avenue

• United States
• Retail
• 700 & Above Employee

• Internship

  • Mar 1997 - May 1997

  New York, New York • Worked closely with manager of department with $22 million in sales learning day to day management operations. • Visited competition while working with department management to analyze sales trends • Managed sales associates and assisted them with customer service.