Commercial Insurance Consultant at Anything Insurance (2026-03 – Present)
- Build and manage a fully remote commercial P&C pipeline, generating new business through cold outreach, referrals, and digital lead strategies across Washington and Oregon.
- Independently evaluate client risk exposures and translate complex coverage needs into clear, tailored insurance solutions for business owners.
- Manage high-volume client communication, quoting, and documentation across multiple systems while maintaining accuracy and compliance in a remote environment.
- Develop structured follow-up and case management workflows to track prospects, support decision-making, and ensure timely policy execution.
- Identify coverage gaps and cross-line opportunities, strengthening overall risk management and long-term client retention.
Commercial Insurance Agent at Farmers Insurance Group (2025-04 – 2026-03)
- Produce new commercial business across Washington and Oregon, supporting clients in all industries with a specialization in auto service and repair.
- Build and manage a full sales pipeline using warm leads, cold prospecting, referrals, and lead-generation campaigns.
- Conduct high-volume inbound and outbound calls while simultaneously quoting, documenting, and managing follow-ups across multiple systems.
- Maintain structured follow-up workflows to convert opportunities and support long-term account retention.
- Translate complex commercial coverage needs into clear, actionable solutions for business owners.
- Identify cross-sell opportunities and coverage gaps to maximize account value and client protection.
Commercial Closer/Disbursement at Capital Title of Texas, LLC. (2012-09 – 2014-07)
- Led administrative and operational support for executive-level escrow services involving multimillion-dollar commercial closings
- Opened and processed title orders, resolved chain-of-title issues, and managed coordination between buyers, lenders, and attorneys.
- Facilitated closing and disbursement of funds, ensuring strict adherence to state and federal compliance guidelines.
- Acting office manager, handling HR/vendor relationships and resolving complex customer concerns with minimal escalation.
Licensed Bank Manager at Regions Bank (2011-08 – 2012-09)
- Directed day-to-day operations for a high-volume retail banking branch, leading sales, compliance/audit and client service performance.
- Honored as a top-performing manager in fraud prevention through innovative internal control implementation.
- Partnered with Wealth Advisors and Trust Officers to support high-net-worth clientele, particularly Spanish-speaking clients requiring tailored communications.
- Led and mentored a team of banking specialists, utilizing my Health & Life Insurance and Investment licenses to provide comprehensive financial solutions, boosting both individual and team sales performance while maintaining strict regulatory compliance.
