Experience

CaptivateIQ
• United States
• Software Development
• 200 - 300 Employee
• Customer Success Manager

  • May 2022 - Present


Self-employed

• Real Estate
• 1 - 100 Employee

• Freelance Writer

  • Sep 2011 - Present

  Encompasse Travel (2021) Copy Writer Performed research, interviews and collaborated with the graphic design firm to provide sharp copy that represented the owner’s ideals and business model. Zimbell House Publishing (2017) Book Editor Edited “Good Cop, Bad Cop” in preparation for publishing. Collaborated with the author, Sally Moppert to bring her vision of her story to life. Novel published in December of 2017. Other publications provided upon request Encompasse Travel (2021) Copy Writer Performed research, interviews and collaborated with the graphic design firm to provide sharp copy that represented the owner’s ideals and business model. Zimbell House Publishing (2017) Book Editor Edited “Good Cop, Bad Cop” in preparation for publishing. Collaborated with the author, Sally Moppert to bring her vision of her story to life. Novel published in December of 2017. Other publications provided upon request



Producers Choice Network

• Commissions Department Manager

  • Oct 2015 - May 2022

  Responsible for leading a team that performs all aspects of managing and paying commissions for over 200 internal and external partners. Core activities include tracking gross revenue, maintaining commission arrangements, processing commissions, and bill payments, creating journal entries, and end-to-end auditing of the transaction process. In my time managing this team I re-shaped the profile of the group from simple internal support services to a strategic component of the overall corporate strategy, emphasizing cross-team collaboration with corporate accounting, licensing and contracting, sales, and new business processing both internally and on corporate level. Show less



Capitas Financial

• United States
• Financial Services
• 100 - 200 Employee

• Business Coordinator

  • Nov 2014 - Jul 2015

  Central point of contact for Sales Vice President’s advisors. • Created procedures to address recurring problems in licensing, communication with producers and internally that resulted in a significant reduction in application turn-around time. Central point of contact for Sales Vice President’s advisors. • Created procedures to address recurring problems in licensing, communication with producers and internally that resulted in a significant reduction in application turn-around time.



Renee Floer, Financial Advisor

• Marketing Associate

  • Jul 2014 - Mar 2015

  Developed and executed a business development strategy centered on seminar marketing. • Created over 170 new leads from 10 seminars. Developed and executed a business development strategy centered on seminar marketing. • Created over 170 new leads from 10 seminars.

• Contracting and Licensing Manager

  • Sep 2004 - Apr 2012

  • Led cross-department initiatives to implement process improvements resulting in a more streamlined business model. • Developed email marketing system with the marketing department to target current and potential clients with messages raising awareness of our company and its capabilities. • Coordinated with iPipeline, Capitas’ agency management software company, to beta test and implement a major upgrade in software. • Created procedures for licensing and new business processing for National Accounts to ensure compliance requirements were met. Many of these procedures were adopted nationally by Capitas. Show less



Primerica

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Co-Owner, Manager of Agency Operations

  • 1993 - 2003

  • Managed day-to-day operations of branch office including processing of mutual fund trades, life insurance applications and agent licensing. • Hired, trained, and managed two employees. • Provided marketing and sales support to independent life insurance and securities agents. • Developed and implemented a program to encourage new recruits to get their state life insurance license. Increased agent licensing success 17% over corporate standards annually. • Worked with the Regional VP to develop sales and leadership training modules for two training seminars per week. Modules adopted in two other offices in the region. • Obtained training and licensing to become an Office of Supervisory Jurisdiction in 2000. Conducted compliance training, inspections, quality of business reviews in three branch offices. • Coordinated the dissemination of critical compliance information by translating complicated regulations into simple and easy to understand guidelines for agents to follow. Show less