Agency Principal

• Feb 2019 - Present

Licensed Sales Agent

• Jan 2016 - Jan 2019

Licensed Account Manager

• Oct 2013 - Mar 2016

• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. • Sell various types of insurance policies to businesses and individuals on behalf of Allstate and various insurance companies, including life and health insurance… Show more • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. • Sell various types of insurance policies to businesses and individuals on behalf of Allstate and various insurance companies, including life and health insurance, fixed annuities. • Perform administrative tasks, such as maintaining records and handling policy renewals. • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. Show less • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. • Sell various types of insurance policies to businesses and individuals on behalf of Allstate and various insurance companies, including life and health insurance… Show more • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms. • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. • Sell various types of insurance policies to businesses and individuals on behalf of Allstate and various insurance companies, including life and health insurance, fixed annuities. • Perform administrative tasks, such as maintaining records and handling policy renewals. • Monitor insurance claims to ensure they are settled equitably for both the client and the insurer. • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. Show less

Solutions Consultant

• Jan 2012 - Dec 2013

At Verizon Wireless my role was to service our existing and new customers. Be profitable by selling with integrity; making sure customers have personalized solutions for their everyday needs. At Verizon Wireless my role was to service our existing and new customers. Be profitable by selling with integrity; making sure customers have personalized solutions for their everyday needs.