Experience

• 

  Clear benefit solutions, llc

  Sept 2003 - Nov 2013

  Sales executive

  -As Owner and President worked to build a client base of over 500-Created personalized healthcare solutions to business owners and individuals with annual premiums of $1.5 million-Marketed all available health and welfare insurance products from multiple carriers in a competitive market-Developed relationships with the top insurance providers and negotiated favorable benefit plans for clients-Trained employee agents

• 

  Meritage portfolio management

  Dec 2013 - Feb 2022

  Business manager

  -Client care management for the company-Ensure client Investment Policy Guidelines are current as per SEC requirements-Oversee general office operations and Human Resources-Complete monthly accounting duties, payroll, and commissions-Process accurate and timely processing of management fees

• 

  Globe life family heritage division

  Feb 2022 - Aug 2023

  Sales professional
• 

  Kmo insurance agency

  Nov 2023 - now

  Account Management and Servicing clients as an independent agent in the Property and Casualty Insurance Field.

  • Sales/ Senior Account Manager

    Sept 2024 - now

  • Account Manager

    Nov 2023 - Sept 2024