Licensed Insurance Advisor- Medicare Division

• Jul 2023 - Present

My talent, background and passion to educate and guide folks who are approaching or who are Medicare eligible are aligned with the goals and vision of the two founders of Accounting Plus and Insurance Plus. Super excited to assist our clients as well as those in Columbia and Mid- MO. My talent, background and passion to educate and guide folks who are approaching or who are Medicare eligible are aligned with the goals and vision of the two founders of Accounting Plus and Insurance Plus. Super excited to assist our clients as well as those in Columbia and Mid- MO.

Account Executive

• Jan 2022 - Jul 2023

Account Executive

• Apr 2021 - Dec 2021

As an Account Executive with Inside Columbia and 98.3 the Dove; I loved getting to meet and know local business owners and leaders and learn about their business successes, goals, and challenges. I love meeting new people and am passionate about brainstorming and partnering on how we can grow their presence in the Columbia and surrounding area. As an Account Executive with Inside Columbia and 98.3 the Dove; I loved getting to meet and know local business owners and leaders and learn about their business successes, goals, and challenges. I love meeting new people and am passionate about brainstorming and partnering on how we can grow their presence in the Columbia and surrounding area.

Senior Medicare Advisor

• Sep 2018 - Dec 2020

My focus was to share my knowledge of Medicare and related products while collaborating with individuals and others to determine preferences, timing necessary, contributing factors while managing the process and ensuring most advantageous conclusion for all parties involved. My training and genuine care for people gains trust and ensures positive results. Being able to attend Presidents club within my first year was incredible. My focus was to share my knowledge of Medicare and related products while collaborating with individuals and others to determine preferences, timing necessary, contributing factors while managing the process and ensuring most advantageous conclusion for all parties involved. My training and genuine care for people gains trust and ensures positive results. Being able to attend Presidents club within my first year was incredible.

Supplier Relationship Manager

• Aug 2016 - Sep 2018

I work closely with clients from business of all sizes- I work closely with clients from business of all sizes-

Director of Account Management- Account Manager

• Mar 2014 - Jul 2016

SelectQuote Senior/SelectQuote Benefit Solutions Leawood, KS February 2013- March 2014 Director of Account Management - March 2014 - July 2016 • Primary liaison between SelectQuote Benefit Solutions team, internal teams, Broker and employer clients • Investigate, determine and build potential client opportunities, produce and assist in proposals and presentations to Human Resource professionals and Senior leadership • Lead internal teams and work with Project / Implementation Manager to onboard and engage new clients • Direct and oversee customer and client concerns/escalations; determine immediate strategy and/or as warranted- create strategic solution, coordinate training and additional follow up for internal teams • Anticipate client needs and partner with internal and external stakeholders to transform client expectations into an actionable plan with mutual benefits for all involved • Contribute to RFP responses, contract negotiations, operational initiatives and developing best practices • Lead Direct to Employer and other campaigns rollout by developing specific information for Agent training and CRM resources allowing for optimal experience • Coordinate and lead teams allowing for operational enhancements and new business development • Educate regarding Medicare, present exchange solution to Senior key decision makers and retirees in large and small groups and “sell” solution • Understand and support Medicare exchange business in the context of matching ongoing client needs Show less

Licensed Insurance Agent

• Feb 2013 - Mar 2014

Quickly built rapport and trust and successfully guided Medicare eligible individuals to a decision that would work best for their situation and budget. Was selected to work with individuals whose experience was less than satisfactory with other agents to determine issue and come to a successful resolution for them and all parties involved. Quickly built rapport and trust and successfully guided Medicare eligible individuals to a decision that would work best for their situation and budget. Was selected to work with individuals whose experience was less than satisfactory with other agents to determine issue and come to a successful resolution for them and all parties involved.

District Sales Leader

• 2006 - 2010

I assisted in the hiring and training of new agents. We would go to appointments together where I would teach them sales presentation and closing techniques needed to be successful. Also assisted with marketing and "walking and talking" to drive business. I assisted in the hiring and training of new agents. We would go to appointments together where I would teach them sales presentation and closing techniques needed to be successful. Also assisted with marketing and "walking and talking" to drive business.

Volunteer and Assimilation Coordinator

• Sep 2002 - Jun 2006

District Sales Manager

• Feb 1996 - Feb 1997

District Sales Manager

• Apr 1982 - Oct 1996

Promoted quickly during employment to various positions- started as Assistant Manager; promoted to Store Manager, promoted to Training Store Manager, promoted to "trouble shooter", promoted to run high volume visible store in Dallas area. Assisted in opening markets and stores. Moved to corporate office and was Personnel and Training Specialist assisting high level management in discipline and terminations, EEOC charges, worked on marketing and recruiting efforts, developed tools, forms and training materials for field use. Planned and presented at training meetings for over 400 Field employees. Direct report to VP of Sales and VP of Human Resources. Moved back to KC and ran highest volume store and trained to be a District Sales Leader. Was promoted within a year. District went form 8 to 16 stores in three years. Left to focus on being a mom for a while. Show less