Independent Insurance Agent at Primerica Financial Services (2017-11 – Present)
- Assist clients in selecting insurance policies that best meets their needs, preferences and budgets creating client payment methods, recommend risk management strategies, and provide policy proceeds after clients' submitted claims are approved.
- Operate in a team environment acting as a valuable, collaborative team player, willing to take on a variety of roles within a team including leader, follower, and facilitator. Actively promotes team success and encourages others to contribute to the greater good.
- Ability to develop and implement an organizational vision, which integrates key national and program goals, priorities, values, and other factors.
- Promote the insurance agency to customers who need insurance and network with potential customers educating customers on each type of insurance coverage and make recommendations based on their needs.
- Evaluate current insurance policies and recommend additional coverage when needed while maintaining all insurance documents in a confidential way.
- Attend regular training sessions and meetings throughout the week to stay on top of company offerings and collaborate on outreach strategies.
- Strong collaborative mindset with significant risk management and testing expertise coupled with a balanced approach to driving effectiveness and efficiency to enhance both business and risk management processes and programs.
- A well-rounded and seasoned individual who is comfortable adjusting their approach to meet unique needs across multiple stakeholder groups within a complex organization.
- Ability to proficiently learn and subsequently train on various company and securities incentives, new technology and securities strategies and objectives.
- Interacts with Primerica sales force leaders and internal partners and prepares/utilize data to assess sales force trends and opportunities to grow and promotes how to improve life and securities licensing and the positive impacts it offers.
- Grow Life and Securities licensed sales force through communication, training, relationship building and promotional activities with the sales force leadership and internal partners.
- A positive "ambassador" for Primerica through Field interactions vital feedback from the salesforce regarding possible ways to improve licensing pull-through as well as any potential issues pertaining to Life and Securities licensing, recruiting and production.
- Ability to learn and adapt quickly to processes and procedural changes and disseminate those changes to the field in an effective manner.
- Excellent written and oral communication skills with the ability to interact effectively and professionally with multiple customer bases.
Business Education Teacher at Lower Richland High School (2012-08 – 2017-11)
- Prepared lesson plans, grades, and student-parent conferences for students in grades 9th through 12th.
- Computed and inputted grades in a timely fashion and prepare lesson plans for substitutes teachers.
- Used student achievement and related data to make decisions regarding the school improvement plan, professional development requirements, and programmatic changes.
- Understood the relationship between school improvement and student achievement and implements, supports, and assesses programs to enhance instruction and achievement.
- Teach Microsoft Office 2013 Suite I, Personal Finance, Internet Applications and Business Applications I, (Office 2007 & Office 2010).
- Modeled continuous personal professional development and communicates vision to all stakeholders and establishes and maintains a professional learning environment and a positive school atmosphere for students.
- Promoted student growth and achievement and provides leadership for standards-based instructions of the Business Education curriculum.
- Gathered and analyzed student achievement and other related data to inform the decision-making process, especially regarding student improvements.
- Planned, directed, and evaluated extracurricular activities and takes appropriate action on student discipline and behavior problems to include providing students with the opportunity to talk with the counselors.
- Initiated communications between students, parents, other teachers, and the local community.
- Participated with authorities in ensuring the safety and security of students, to include fire drills, school bus procedures and the referral of suspected illness, injury or medically related conditions and problems to the appropriate authorities and to the students' parents.
- Used professional skills to assist students achieve optimum development of skills and mastery of knowledge identified by the High School curriculum by conducting assigned subject matter or grade level instructions.
- Provided instructional support in the classroom to include one-on-one tutoring, classroom management and parental involve activities and applied procedures, requirements, regulations, and policies related to Business Education.
- Assured effective controls were developed and maintained to ensure the integrity of the organization and holds self and others accountable for rules and responsibilities.
- Ensured that projects within areas of specific responsibility are completed in a timely manner and within budget.
- Designed and reviewed training curriculum utilizing a blended learning approach to include the development of computer-based training modules and interactive learning simulations.
Business Education Teacher at Swansea High School (2008-08 – 2011-06)
- Prepared and delivered lectures to high school students on topics such as financial accounting, principles of marketing, and operation management.
- Initiated, facilitated, and moderated classroom discussions, evaluated and graded students' class work, assignments, and papers in a timely fashion.
- Demonstrated the ability to lead people toward meeting goals and provided a workplace that fostered the development of others and supported constructive resolution of conflicts.
- Followed both oral and written directions with the ability to establish effective working relationships with staff and students and maintained effective classroom management strategies.
- Prepared course materials such as syllabi, homework assignments, and handouts and maintained an electronic grade book.
- Planned, evaluated, and revised curricula, course content, and course materials and methods of instructions.
- Maintained regularly scheduled office hours to advise and assist students.
- Demonstrated outstanding tutoring skills and expressed a desire to work with a diverse student population.
- Kept abreast of developments in Business Education field by reading current literature, talking with other educators, and participating in professional organizations and conferences.
- Integrated competencies, goals, and objectives into lesson plans and delivered the skills and knowledge necessary for students to function in the business world.
- Developed in each student an understanding of our business system and its place in the economy and provided the knowledge needed for intelligent consumption of business services and practical business skills for personal use.
- Encouraged students to develop work and personal habits essential for success in business.
- Opened to changes/new information; adapted behavior and work methods in response to new information, changed conditions, or unexpected obstacles, and adjusted rapidly to new situations warranting attention and resolution.
Business Education Teacher at Columbia High School (2002-08 – 2008-06)
- Instructed students in the importance and significance of accuracy, neatness, efficiency, resourcefulness, and good work habits in obtaining and retaining employment in business.
- Maintained professional competence through in-service education activities provided by the district and/or in self-selected professional growth activities.
- Identified student needs and cooperated with other professional staff members in assessing and helping student overcome learning problems.
- Put together informative and engaged lesson plans for their subjects using a variety of visual aids, textbooks, and creative projects to gain student involvement.
- Planned, organized, and presented information and instructions which helps students learn subject matter and skills that contributed to their educational and social development.
- Provided classroom instructions that was compatible with the school and system-wide curricular goals and interacted effectively with students, co-workers, and parents.
- Adhered to established laws, policies, rules, and regulations; and followed a plan for professional development.
- Demonstrated the ability to lead people toward meeting organization vision, mission, and goals, and provided an inclusive workplace that fostered the development of others, facilitated cooperation and teamwork, and supported constructive resolution of conflicts.
- Experienced in utilizing management techniques, methods, principles, and concepts, sufficient to assure optimum utilization of human resources to accomplish program objectives through combined technical and administrative oversight.
- Understood and maintained the confidentiality of student information; performed general clerical duties to include record keeping/filing, and related to students who have behavioral, emotional, learning, or physical disabilities.
- Fostered excellence in instructions, meaningful planning and student performance improvements providing instructions and support to students identified with or without special needs/learning disabilities.
- Evaluated students' needs and provided interventions to redirect behavior; assessed crisis situations and intervened to defused situations using conflict resolution, crisis intervention, restraints as appropriate.
- Delivered instructions on topics such as the principles of marketing, how to operate in a business manner, and the financial aspects of business.
- Utilized curricula that reflected the diverse educational, cultural, and linguistic backgrounds of the students served.
