Insurance Professional at Fitzpatrick Insurance Solutions (2026-01 – 2026-05)
- Independently built and managed a full-cycle multifamily commercial sales pipeline from the ground up through investigative research, prospecting and outreach, and wholesaler negotiations.
- Designed and developed a custom CRM solution system to better manage follow-ups and optimize lead management.
- Cultivated trusted partnerships and translated complex client needs into solutions through dynamic consultative communication, curated proposals, problem-solving, and attentive account management.
- Rapidly mastered a complex commercial insurance environment by applying self-directed learning and prior industry expertise to identify and manage high-value clients with limited formal training.
Account Executive at Goosehead Insurance (2024-07 – 2025-12)
Independently manage the full client lifecycle—quotes, binds, servicing, renewals, payments—resolving complex coverage gaps and delivering tailored client solutions, all with exceptional customer service.
- Source 100% of business through referral partner development, relationship management, and strategic prospecting, growing pipeline, revenue, and retention via consistent consultative outreach and scheduled in-person meetings.
- Oversee operational, compliance, and administrative processes across 80+ carriers using Salesforce and other technologies, including Microsoft 365, SalesLoft, Zoom, DocuSign, SharePoint/OneDrive, and social media platforms.
- Surpassed lead-generation expectations by generating substantially more qualified opportunities than targeted during tenure, including uncovering and spearheading an opportunity exceeding $2M in total insured value within the first three months.
- Resolved a high-profile coverage gap ultimately driving a company- and carrier-wide policy change.
- All 5-star client testimonials
- Averaged 40+ in-person prospecting meetings and 200+ referral partner calls per month, consistently generating new leads through strategic partnerships and follow-up.
- Invited to speak on new hire panels and lead corporate team meetings within only 3 months of tenure.
- Surpassed record of tripling sales goal and generating the highest amount of referral partner activations.
- $500K+ sold premium, 275+ policies written, 100% fee rate.
Server at Foghorn's Sports & Wings Bar (2022-09 – 2024-07)
- Delivered strong customer service and promoted sales in an extremely fast-paced, high-pressure environment
- Demonstrated effective communication and time-management skills
Assistant Manager at Kawa Asian Kitchen (2018-06 – 2024-07)
- Excelled in a multitasking role requiring superb customer service skills in a high-volume business
- Trained new employees on service and restaurant expectations including safety procedures
Tour Guide at Lake Travis Zip-Line Adventures (2021-04 – 2022-08)
- Led groups of up to 15 guests on 5-hour outdoor adventure tours, ensuring safety, accessibility (ASL), and demonstrating exceptional leadership with engaging entertainment that earned multiple 5-star reviews and repeat business.
