Lead

• Jan 2020 - Present

- Ancillary/Voluntary Enrollment and Technology Team - Specialized Enrollment Firm, NEP Affliate - Employee Navigator Site Building and Benefit Administration Support - Ancillary/VB Carrier Data Exchange Setup, EDI, and Eligibility Administration - General Agency - Unum/Colonial Special Underwriting, - Ancillary and Worksite Local Claims, Billing, and Service Support - Ancillary/Voluntary Enrollment and Technology Team - Specialized Enrollment Firm, NEP Affliate - Employee Navigator Site Building and Benefit Administration Support - Ancillary/VB Carrier Data Exchange Setup, EDI, and Eligibility Administration - General Agency - Unum/Colonial Special Underwriting, - Ancillary and Worksite Local Claims, Billing, and Service Support

District General Agent

• Jul 2021 - Present

Agency Development Manager

• Feb 2016 - Jul 2021

- Specialized in Public Sector, Large Employers (500+), and Broker Development - Managed over 225 clients and $4.5 VB Million Inforce Book of Business in the Southwest

Account Coordinator

• Jun 2015 - Mar 2016

- Worked in Team-based Environment to serve Client - Assisted District General Agent and Field Agents - Employee Database and Enrollment Processing - Project Management for Colonial Enrollments - Trained Agents on Colonial Sales Cycle

Office Manager

• Mar 2015 - Aug 2015

- Recruited New Colonial Life Agents - Collaborated with Corporate HQ to process New Accounts - Serviced and Built Relations with Existing and New Accounts - Co-developed Procedural Policy for Sales Process - Claims Processing