Associate Agent - Farmers Insurance - Greeley/Windsor, CO
(2025-11)
Protege Program
- Advanced from Protege to Associate Agent eight months ahead of schedule by exceeding performance milestones
- Bind and service policies for Property, Casualty, Health, and life insurance, including mortgage coverage and select annuity options
- Relentlessly incorporate trusted service providers and local network groups to provide local referrals for clients
- Analyze performance results using Excel to identify individual and team strengths and identify areas for future workshops
Supplemental Insurance Sales (B2B) - Globe Life Family Heritage Division - Oregon, Colorado, Ohio
(2023-07 - 2024-08)
- Approached, collaborated, and worked with leaders and staff in over 12 cities across three states
- Enrolled and maintained policies, providing ongoing financial protection for life-changing events including: Accident, Cancer, and Cardiac coverage
- Created relationships at hundreds of locations through networking, including government offices, local shops, City Hall, Police Stations, Fire Stations, Post Offices, franchises, clubs & groups, and small businesses
Office Manager - McKenzie Valley LTRG - Springfield, OR
(2022-12 - 2023-06)
Managed administrative responsibilities to support the five founding members of MVLTRG, including the Executive Director, in local disaster recovery efforts from the Holiday Farm Fire, Sept. 2020
- Reconciled $5 million in state and federal grant funding, ensuring compliancy to standards and ensuring complete accuracy for audits
- Expediently developed an HIPAA compliant system for recording and filing physical and digital records
- Utilized county assessor data and geographic mapping to locate displaced community members for resource distribution
- Authored a comprehensive Standard Operating Procedure (SOP) manual to streamline staff onboarding
- Created a structured record-keeping system that significantly improved workflow and ability to locate records
- Implemented a complete office calendar to improve coordination of staff location and availability, improving safety during field work
- Facilitated communication between departments to enhance operational support from various client-facing teams
Administrative Assistant - ShelterCare - Eugene, OR
(2019-10 - 2022-12)
- Authored a comprehensive Standard Operating Procedure (SOP) manual to streamline staff onboarding
- Created a structured record-keeping system that significantly improved workflow and ability to locate records
- Implemented a complete office calendar to improve coordination of staff location and availability, improving safety during field work
- Facilitated communication between departments to enhance operational support from various client-facing teams
District Recruiting Manager - Vector Marketing - Fort Collins, CO
(2008-01 - 2016-08)
- Advanced from receptionist to District Recruiting Manager for the Fort Collins District
- Trained and mentored administrative team for Branch office in Brighton, ranking second best for recruiting teams that season
- Recruited and trained high-volume sales teams, driving growth as assistant manager to reach territory targets
- Integrated developmental strategies from world-class mentors to support a culture of growth
