Experience

CAE USA

• United States
• Defense & Space
• 700 & Above Employee

• • Mar 2022 - Present

• • Jan 2021 - Present



American Investment Strategies, LLC

• Office Administrator/Licensed P&C Insurance Agent

  • Sep 2013 - Present

  Primary Responsibilities include insurance agent commissions processing, policy issuance for all new agency policies, and training of new CSRs and agents on the use of our agency management system for online quotes. Interviewing and making key hiring decisions for new agents and CSRs. Serving as the primary contact for licensing of insurance agents for the agency, for managing broker agent relationships with the agency, managing all agent/broker credentialing, maintenance, compilation and distribution of monthly commissions reporting. Additional responsibilities include office procurement, facilities management, issuing/writing policies as a Licensed P&C Insurance Agent, and serving as the database management specialist for the agency management system including downloads and data backups utilizing the HawkSoft program, ensuring real-time data for our users. Show less



Baylor Alumni Association

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Programs & Awards Coordinator

  • Nov 2006 - Aug 2013

  Primary Responsibilities included serving as liaison for the Board of Directors, maintaining the directory for the Board of Directors, management of student workers for the alumni association, board directory assembly and distribution, coordination of university alumni events, serving as primary contact for coordinating event planning & travel, management of membership drives, alumni communication, coordination and execution of fundraising drives for the non-profit organization, community collaboration on behalf of the university alumni association. Show less



Farmers Insurance

• United States
• Real Estate
• 100 - 200 Employee

• Office Administrator / Licensed Insurance Agent

  • Jun 2002 - Nov 2006

  Primary Responsibilities included agency management of a small agency, including policy quoting, policy issuance, policy maintenance, quota management for the agents and the agency based on product/service, policy renewal processing, and customer service for all client relationships. Office management roles including procurement, bill payment, CSR training on systems and client interactions, monthly reporting of new and retained policies. Primary Responsibilities included agency management of a small agency, including policy quoting, policy issuance, policy maintenance, quota management for the agents and the agency based on product/service, policy renewal processing, and customer service for all client relationships. Office management roles including procurement, bill payment, CSR training on systems and client interactions, monthly reporting of new and retained policies.