Serving as a referral agent on an as-needed basis.

- Identified nearly $200,000 in unbilled revenue and assisted company with implementing an improved, automated billing process - Identified nearly $1 million in missing renewal opportunities and assisted company by implementing internal processes to automate the creation of all future renewal opportunities - Identified nearly 500 paid leads that failed to route to the CRM and assisted marketing by implementing an improved, automated workflow to create, manage and track all sales leads throughout the sales funnel - Provided leadership to the sales organization and counsel to the executive team; implementing sales organization objectives that appropriately reflect the company's business goals - Defined and monitored key business analytics - both internal and client-related - Responsible for overall productivity and effectiveness of the sales organization - Coordinated sales forecasting, planning and budgeting processes used within sales organization and oversaw sales pipelines- Worked closely with executive team to define the optimal performance measurements and performance management programs required to ensure sales organization success- Facilitated successful implementation of new programs through the sales organization by ensuring a well-defined, efficient sales process is in place for launch and fostered an organization of continuous process improvement

Successfully sold over $4 million in new home sales volume by implementing sales process, being an active listener, maintaining detailed knowledge of product; then matching buyers with just the right home and following up regularly throughout their home-building experience.

- Successfully sold over 60 single-family homes each year from 2016 to 2018, achieving record sales within the organization.- Managed the Jagoe community with highest foot traffic and best conversion rate, continually averaging a 50 percent visitor-to-sale rate, by utilizing learned marketing skills practiced in a previous lower-traffic community.

- Completed case reviews, researched and gathered medical articles, legal arguments and statements for review.- Performed case management duties throughout the processes of assessment, researching information, compiling reports, filing claims, formulating appeals, and obtaining benefits.- Interpreted laws, rules, regulations and procedures and provided assistance in the completion of required forms.- Assisted clients in utilization of appropriate resources, identified deficiencies and developed strategies to initiate actions necessary to obtain maximum benefits.- Advised clients of documentation required to support benefit claims and made referrals to other agencies and resources- Researched, analyzed and evaluated often complex, factual and legal issues.