EVP, RM Sales

• Jan 2023 - Present

SVP Relationship Manager

• Sep 2019 - Feb 2023

Vice President Of Sales

• Jan 2009 - Aug 2019

Regional Vice-President of Marketing

• Oct 2007 - Dec 2009

Regional Premium Finance Representative, UPAC Insurance Finance, Lenexa, KS 10/2007 to 12/09/2009 Market & sell flexible, creative, and responsive premium finance solutions to independent insurance agencies, producers and brokers in Washington, Oregon and Idaho, through email marketing, cold calls, conventions, conferences and networking within professional associations. • Increased 2007 revenue by 65% and more than doubled the revenue goal for 2008. • Started with one client and grew territory to 125 managing clients in one year. • Proficient in all MS Office products including MS Access. • Create Fast-track reporting (revenue reporting), pull profit and loss statements and analyze data. Show less

Legal Liability Claims Adjuster

• Jun 2005 - Oct 2007

Conducted investigations to analyze coverage, determine liability, compensability, and extent of damages for commercial and personal liability insurance for home, auto, and business. Assessed damage values and conducted negotiations to settle claims; participated in mediations, arbitrations and litigation. • Knowledge of pharmaceuticals, interpreted medical records including CPT and ID9 coding; worked with medical staff to determine extent of injuries. • Surpassed goal by 300% and produced the highest number of early settlements in Washington State. Named Adjuster of the Year for “Early Contact Settlements”, 2006. Show less

Sales And Marketing Specialist

• Feb 2004 - Jun 2005

Marketed and sold personal/business lines of insurance: life, property, and casualty • Developed and implemented a marketing/advertising campaign in partnership with realtors. • Garnered referrals that resulted in writing 45+ policies per month and increasing revenue by 54%. • Earned an Allstate Leadership Award, for achieving personal and partner campaign goals, 2004. Marketed and sold personal/business lines of insurance: life, property, and casualty • Developed and implemented a marketing/advertising campaign in partnership with realtors. • Garnered referrals that resulted in writing 45+ policies per month and increasing revenue by 54%. • Earned an Allstate Leadership Award, for achieving personal and partner campaign goals, 2004.

Career Services Advisor

• Sep 2002 - Jun 2004

University of Washington, Career Services, Career Advisor, Tacoma, WA, 9/02 to 5/04 • Writer & editor of the university career news letter. • Recruited employers to attend the annual University Career Fair. • Developed workshops & met with students to assistant in resume writing, job searches & mock interviews. University of Washington, Career Services, Career Advisor, Tacoma, WA, 9/02 to 5/04 • Writer & editor of the university career news letter. • Recruited employers to attend the annual University Career Fair. • Developed workshops & met with students to assistant in resume writing, job searches & mock interviews.

Personal Injury Paralegal

• Jan 2000 - Feb 2002