Life Insurance Specialist

• Dec 2019 - Present

Volunteer

• Sep 2016 - Present

Care and train horses. Care and train horses.

Law Librarian

• Mar 2018 - Dec 2019

Employee Benefits Specialist

• Mar 2017 - Sep 2017

MIV's History and Commitment Our company has grown through strategic partnerships for more than a century beginning with the A.H. Smith Company. We currently benefit from the knowledge and expertise of the Mayfield Agency, Malloy Agency, Vasconi Agency, and Phil Harris Agency. We are committed to the continued success of our clients communities through the strength of our company. We are a charitable organization that donates to high school booster clubs, fire departments and… Show more MIV's History and Commitment Our company has grown through strategic partnerships for more than a century beginning with the A.H. Smith Company. We currently benefit from the knowledge and expertise of the Mayfield Agency, Malloy Agency, Vasconi Agency, and Phil Harris Agency. We are committed to the continued success of our clients communities through the strength of our company. We are a charitable organization that donates to high school booster clubs, fire departments and at fundraising events for non-profit agencies. Many of our employees are also involved with social organizations that benefit the communities they reside in. Show less MIV's History and Commitment Our company has grown through strategic partnerships for more than a century beginning with the A.H. Smith Company. We currently benefit from the knowledge and expertise of the Mayfield Agency, Malloy Agency, Vasconi Agency, and Phil Harris Agency. We are committed to the continued success of our clients communities through the strength of our company. We are a charitable organization that donates to high school booster clubs, fire departments and… Show more MIV's History and Commitment Our company has grown through strategic partnerships for more than a century beginning with the A.H. Smith Company. We currently benefit from the knowledge and expertise of the Mayfield Agency, Malloy Agency, Vasconi Agency, and Phil Harris Agency. We are committed to the continued success of our clients communities through the strength of our company. We are a charitable organization that donates to high school booster clubs, fire departments and at fundraising events for non-profit agencies. Many of our employees are also involved with social organizations that benefit the communities they reside in. Show less

Vice President Employee Benefits

• 2001 - 2016

In this position, I oversaw and maintained relationships with clients using benefits brokerage products. I advised clients on benefit education, plan renewals, and evaluation. I also established industry relationships, working directly with insurance carrier representatives, and negotiated renewals with insurance carriers. I resolved claim and billing issues and performed compliance assistance for the human resources department. I also maintained and updated employee portal. And I managed… Show more In this position, I oversaw and maintained relationships with clients using benefits brokerage products. I advised clients on benefit education, plan renewals, and evaluation. I also established industry relationships, working directly with insurance carrier representatives, and negotiated renewals with insurance carriers. I resolved claim and billing issues and performed compliance assistance for the human resources department. I also maintained and updated employee portal. And I managed vendor relationships. I made a number of significant contributions during my time here, among them: • Maximized employee satisfaction with benefits by creating surveys to determine which plans offer the best cost benefit relationship for both employer and employees. • Increased sales 25% by creating a new company image, including logo, letterhead, tagline, and marketing materials. • Spearheaded negotiations with carriers, saving clients up to 25% on renewals. • Provided superior customer service, resulting in a 97% client retention rate. • Exceeded sales goals every year. Show less In this position, I oversaw and maintained relationships with clients using benefits brokerage products. I advised clients on benefit education, plan renewals, and evaluation. I also established industry relationships, working directly with insurance carrier representatives, and negotiated renewals with insurance carriers. I resolved claim and billing issues and performed compliance assistance for the human resources department. I also maintained and updated employee portal. And I managed… Show more In this position, I oversaw and maintained relationships with clients using benefits brokerage products. I advised clients on benefit education, plan renewals, and evaluation. I also established industry relationships, working directly with insurance carrier representatives, and negotiated renewals with insurance carriers. I resolved claim and billing issues and performed compliance assistance for the human resources department. I also maintained and updated employee portal. And I managed vendor relationships. I made a number of significant contributions during my time here, among them: • Maximized employee satisfaction with benefits by creating surveys to determine which plans offer the best cost benefit relationship for both employer and employees. • Increased sales 25% by creating a new company image, including logo, letterhead, tagline, and marketing materials. • Spearheaded negotiations with carriers, saving clients up to 25% on renewals. • Provided superior customer service, resulting in a 97% client retention rate. • Exceeded sales goals every year. Show less

Manager, Health Department

• 2004 - 2011

While working here, I oversaw a team of eight employees, including workflow and production. I hired and trained account managers and producers. I also conducted annual performance evaluations. I had a number of key accomplishments here as well, including: • Boosted company worth by developing a niche market in private schools and equity firms. • Accelerated profit by growing book of business to over $1M. • Awarded Top 100 Producer awards from carriers every year. • Received… Show more While working here, I oversaw a team of eight employees, including workflow and production. I hired and trained account managers and producers. I also conducted annual performance evaluations. I had a number of key accomplishments here as well, including: • Boosted company worth by developing a niche market in private schools and equity firms. • Accelerated profit by growing book of business to over $1M. • Awarded Top 100 Producer awards from carriers every year. • Received the Number One Producer in California Award from both LISI and CoPower.

Assistant Account Manager

• 1999 - 2004

Here, I prepared and presented new business quotations. I also created proposals and assisted with client presentations. I processed insurance applications and endorsements. And I advised clients on policy changes and verified coverage. My achievements here were: • Improved organizational efficiency 35% by introducing new processes. • Identified gaps in coverage and provided solutions to clients, yielding a 15% increase in premiums for 75% of accounts.