Experience

CreativeOne Securities

• United States
• Investment Management
• 1 - 100 Employee

• Registration and Commission Specialist

  • May 2018 - Sep 2021

  Leawood, Kansas



CBIZ

• United States
• Business Consulting and Services
• 700 & Above Employee

• Surplus Lines Tax Coordinator

  • Sep 2016 - Apr 2018

  Kansas City, Missouri



VSR Financial Services

• Commissions Specialist

  • Nov 2013 - Aug 2016

  Overland Park, KS Posts auto loaded and manual commissions into the system, ensuring for accuracy and timeliness. Checks system for existing orders or creates new orders based on payment received, and ensures all necessary paperwork is present before posting. Calculates all commissions three times a month and reviews commission statements and sales blotters for accuracy. Maintains spreadsheets with EFT and Checks received for posting and reviews for correctness after every cycle close. Will correct any… Show more Posts auto loaded and manual commissions into the system, ensuring for accuracy and timeliness. Checks system for existing orders or creates new orders based on payment received, and ensures all necessary paperwork is present before posting. Calculates all commissions three times a month and reviews commission statements and sales blotters for accuracy. Maintains spreadsheets with EFT and Checks received for posting and reviews for correctness after every cycle close. Will correct any discrepancies. Transfers files daily and assures they are loaded correctly by system. Once received, process the files, close and release them daily. Show less



Tom James Company

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Professional Clothier

  • Dec 2012 - Oct 2013

  Overland Park, KS



Farmers Insurance

• United States
• Insurance
• 700 & Above Employee

• Property Claims Adjuster/ Service Advocate

  • Dec 2006 - Nov 2012

  Olathe, KS and Colorado Springs, CO Field Adjuster: Conducted field inspections on homes to determine damage, confirmed coverage. Reviewed and adjusted estimates provided on the cost of repair or replacement of damaged property. Explained the claims process, policy, settlement or denial and set expectations with insureds. Service Advocate: assisted agents with policy processing, split/combines of households, and determined discount eligibility, handled billing inquiries.



Bally Total Fitness

• United States
• Wellness and Fitness Services
• 500 - 600 Employee

• Personal Trainer

  • Aug 2005 - Dec 2006

  Overland Park, KS



Southwestern Advantage

• United States
• Professional Training and Coaching
• 400 - 500 Employee

• Salesperson

  • May 2003 - Aug 2005

  Nashville, Tennessee Sold educational books door to door. Executed all ordering, inventory and delivery of product. Established success principals: positive attitude, goal setting, schedule, personal motivation. Recruited, trained, managed, and motivated first year salespeople for direct sales.



North American Savings Bank

• United States
• Banking
• 200 - 300 Employee

• Teller/Closing Supervisor

  • Sep 2000 - Aug 2002

  Grandview, Missouri