Experience

Mark III Employee Benefits
• United States
• Insurance
• 1 - 100 Employee
• Senior Case builder/implementation specialist. (Selerix/Employee Navigator)

  • Aug 2015 - Present


Freedom Financial Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Co Founder/CEO

  • Nov 2016 - Mar 2021

  Insurance & Financial Services Freedom Financial Group is a full service independent brokerage covering Home, Auto, Individual & Group Health, Voluntary Benefits, and PEO services for businesses. Coordinator overseeing online benefit enrollment platforms, their design and implementation.  Case Management and Solution developer for online employee benefit platforms.  Developing client relationships and finding the right insurance solutions for their needs.  Finding and managing the carriers who will meet the needs of our customers in the highest standard possible.  Responsible for the development and implementation of web based enrollment solutions for clients needing a easy, cost effective, time saving option for employee benefits.  Creating EDI feeds from web based solutions to deliver to carriers.  Maintaining customer service solutions for last minute and on demand needs that arise.  Develop, document and implement processes and procedures to increase productivity.  Assist team in communicating with clients both verbally and written, and handling any escalations. Show less



The Freedom Group

• United States
• Financial Services
• 1 - 100 Employee

• Life & Health Insurance Advisor

  • Jan 2012 - Aug 2015

  Healthcare made Simple. Streamlining the Complicated and Confusing while assisting in finding the right plan that suits your needs and fits your budget. Healthcare made Simple. Streamlining the Complicated and Confusing while assisting in finding the right plan that suits your needs and fits your budget.



Aquatracks CRM Software

• President/Developer

  • May 1994 - Jan 2012

  Aquatracks is CRM Database Management System designed for the water treatment industry. Aquatracks works at enhancing your company's profitability, improving the quality of your work and extending a customers life cycle . Aquatracks provides analytics within the dealership to help maintain a efficient work environment in both the sales and service aspects of a business. Aquatracks maintains customer records, equipment listing, and service records for both past and future service requested.  Created/Designed Aquatracks CRM  Analytical Sales force software  Lead tracking  Cost analysis  Sales force effectiveness  Service requests  Service tracking/history  Equipment inventory and order tracking  Aquatracks database software sold worldwide as a one stop solution for the independent water treatment dealer. Addressing the needs of the Marketing, Sales, and Service sides of a business. Show less



The Water Works Inc

• United States
• Utilities
• 1 - 100 Employee

• Service Coordinator/Co-Owner

  • Jun 1991 - Jan 2012

  The Water Works Inc is a Northeast TN family owned water treatment plant company. Since 1991 The Water Works Inc has established a water treatment division, offered water filter systems and developed a water purification service for its Tri City clients in Northeast Tennessee and Southwest Virginia. The Water Works Inc is a Northeast TN family owned water treatment plant company. Since 1991 The Water Works Inc has established a water treatment division, offered water filter systems and developed a water purification service for its Tri City clients in Northeast Tennessee and Southwest Virginia.


US Army
• United States
• Law Enforcement
• 1 - 100 Employee
• Still Photographic Specialist

  • May 1987 - Apr 1991