Experience

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  Mercy medical center

  Jun 2002 - May 2006

  Transportation department

  • Gained experience in organizing and delivering medical supplies and laboratory products to surrounding metro clinics• Wrote and put into place inventory and accounting procedures

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  Metlife

  Jun 2006 - Jan 2012

  Financial representative, metlife investors

  • Provided direct customer service to clients and agents in need of assistance regarding annuities and other financial instruments• Processed financial and non-financial annuity transactions as requested from clients and broker/dealers

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  Brighthouse financial

  Jan 2012 - Sept 2017

  Senior financial representative, brighthouse financial

  • Assisted clients and brokers in administering annuity contracts to help maximize financial gain• Monitored and corrected annuity contracts by regularly using multiple systems and resources• Administered death claims cases and sought out beneficiaries for payment• Routinely coordinated with broker/dealers, wholesalers, and relationship managers to provide a seamless and positive experience for clients • Regularly collaborated and multi-tasked with State Insurance Commissions and the NAIC to investigate and resolve diverse issues Show less

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  Adt security & solutions

  Sept 2017 - Dec 2018

  Residential sales representative

  • Conduct face-to-face appointments with clients at their residences or businesses • Create home safety quotations directly with clients, instigate sales, and coordinate appropriate installation• Maintain and expand my own book-of-business• Manage client accounts and retain a strong customer base

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  Athene usa

  May 2019 - now

  Financial representative, insurance operations