Experience

EOI Service Company

• United States
• Insurance
• 1 - 100 Employee

• Licensed Employee Benefits Consultant

  • Nov 2022 - Present

  Highly accomplished financial services and benefits manager and advisor with 22 years of experience at managing front-line banking operations, high value financial transactions, accounts management, benefits administration, and insurance and financial advisory. Adept at training and development, people management, and customer acquisition, relationship management, and retention. Highly accomplished financial services and benefits manager and advisor with 22 years of experience at managing front-line banking operations, high value financial transactions, accounts management, benefits administration, and insurance and financial advisory. Adept at training and development, people management, and customer acquisition, relationship management, and retention.



Choice Health Insurance

• United States
• Insurance
• 1 - 100 Employee

• Insurance Professional

  • Dec 2021 - Nov 2022

  Conducted comprehensive needs analysis, provided Medicare education, and assisted retirees in selecting the most appropriate health plan based on their needs. Leveraged prior experiences and expertise in benefits plan administration, insurance, and Medicare health to ask probing questions, identify unique needs, and recommend appropriate and cost-effective Medicare plan solutions. Delivered a positive customer experience in a highly ethical and professional manner. Managed all assigned appointments to ensure retiree client needs were met in a timely manner. Show less