The “glue” between client advocates and internal resource teams for the National Specialty Lending Practice. Ensure both current and perspective clients’ corporate insurance, employee benefits, and loan portfolio needs are carried out in accordance with established specifications, schedules, and budgets.

In partnership with one of Lockton’s top producers, I help drive new business and serve as a liaison between / extension of the specialty practice teams to ensure both our current and perspective clients get any and all that they need as it relates to corporate insurance.

As the face of the company, serve as the initial point of contact for all phone and email inquiries. Process thousands of registrations and applications in a timely and efficient manner. Maintain professional approach even in the face of pandemic challenges.

Provided personalized household management assistance to multiple families across the DFW Metroplex.

Developed promotional materials and sponsorship information packets to recruit and on-board donors and sponsors.

Assisted with school events.

Coordinated all in house horse shows and competitions.

Cared for over 100 university and student owned horses used for collegiate competition and education. Served as the liaison between faculty and students for barn related issues.