Client Consultation: Provided personalized consultations to clients, assessing their insurance needs, financial goals, and risk tolerance. Offered tailored recommendations for life, health, and annuity products.Product Expertise: Maintained up-to-date knowledge of life, health, and annuity insurance products. Educated clients on coverage options, benefits, and policy details.Policy Analysis: Reviewed and analyzed existing insurance policies, identifying areas for improvement and recommending additional coverage to ensure comprehensive protection.Sales and Marketing: Developed and implemented sales strategies to attract new clients. Leveraged social media, networking events, and professional partnerships to generate leads and expand the client base.Underwriting Assistance: Assisted clients in accurately completing insurance applications. Collaborated with underwriters to address concerns and expedite policy approvals.Claims Support: Provided ongoing support to clients during the claims process, advocating for them to ensure timely and fair claim resolutions.Regulatory Compliance: Ensured all transactions were conducted in compliance with state and federal insurance regulations. Maintained active licenses and certifications.Customer Service: Built and sustained long-term client relationships through exceptional customer service. Managed inquiries, policy changes, and renewals with a focus on client satisfaction.

Performs any combination of sample management tasks, including labeling, preparing for shipping, transporting to labs, inventorying, and disposing.Reviews and verifies sample paperwork against samples to ensure accuracy and communicate discrepancies. Distributes samples and paperwork.Assists with studies as needed and directed. Including removal of samples and verification of information.Properly handles, stores, and disposes of hazardous materials according to OSHA and Celerion policy.Ensures all work performed strictly adheres to study guidelines, company, and client documents.Project Lead of 1-3 projects as assigned by manager.Manage 1-13 individuals as needed for specific projects.Currently acting in procurement specialist position as needed.Liaising with internal project teams and maintaining strong supplier relationsReceive orders, up to and including product pickup and delivery and document arrivalsCommunicate with vendors, clients, team members, and managers to align goalsOrganize and schedule procurement of products in a timely mannerWillingness to support other functions of the businessDevelop and maintain supplier relationships by calling, through email, and in person.Procure products for 1-4 projects per month.Conduct accurate cycle count of products as needed for inventory and study purposes.Recognize and understand competing business requirements and make recommendations for the overall good of the team

Plan digital marketing campaigns, including web, SEO/SEM, email, social media, and display advertisingMaintain client’s social media presence across selected digital channelsMeasure and report performance of digital marketing campaignsCreate website and digital assets for clientsPlan and execute all digital marketing, email, social media campaignsDesign, build, and maintain our social media presenceMeasure and report performance of all digital marketing campaigns and assess against goalsIdentify trends and insights, and optimize spend and performance based on the insightsPlan, execute, and measure experiments and conversion testsComplete monthly customer service calls to clients.Maintain a working knowledge of best practices for social mediaPlan, organize, direct, and oversee the execution of all Caleberate brand work performed by the agency comprised of non-supervisory positions in a variety of functions/areas: supply, equipment, photography, and technical support,

Appropriately respond to customer inquiries using sound judgment, tact, diplomacy, and professionalismResolve complaints and inquiries from customers by phone and/or email about issues pertaining to payments, payment history, delinquent payments, and payment schedulesUse proprietary software to process payments in person by check, money order, debit card as well as to scan checks and balance check scanning ledgerGenerate payment history and personal property list upon requestComplete all reports and administration task in a timely mannerResponsible for closing out daily accounts using proprietary software and imputing information to excel form accurately

Deciphering work ordersLocate merchandise in the storage areaUse mobile scanner to track totes and merchandiseOnce order has been filled scan totes and place them on conveyor belt to be shipped to the customer

Create and implement training by using the company guidelines and resourcesEffectively communicate material to accomplish 100% pass rateAct as first line supervisor for trainees until they get to nestingResponsible for acting as proctor for assessments in two lines of businessesTrack and maintain attendance records for traineesConduct Peer to peer observationsFacilitate training via ZoomAssist trainees with IT solutions on Amazon Workspace, Deltek, NextGen Desktop, and connecting to networkComplete all reports and administration task in a timely manner

Perform all duties of a licensed police officer within the context of a Texas Peace Officer; coordinate and assist other officersWrite and file daily logs, incident reports, issues parking permits, and citationsProvide faculty and staff, students and visitors, with information and directions.Open and secure buildings and classrooms. Maintain departmental equipment and monitor college equipment inventory in routine patrolsTestify on behalf of the college in all court proceedings as requiredAct as a lead police officer in orienting, training, or assisting other officersInform and work collaboratively with campus managers on all issues and operations related to campus safety and security, and to address identified campus needs and concerns.Respond to calls for service from dispatchConducting preliminary investigations at crime scenesStay familiar with Texas Penal Code, Texas Code of Criminal Procedure, Texas Transportation Code and Texas Family CodeInvestigating traffic related incidentsSafely operation police vehiclesDocument incidents in police reports and gathering of evidenceStay familiar with Police Department rules and regulations as well as ACC college rules and proceduresSearch, pursue and detain suspects, including arrestsResponding to fire and burglar alarmParticipate in Community Policing activitiesWork with other police department units as well as other local, state, and federal entitiesParticipate in mandatory and elective trainingKeep proficient with firearms and self-defense

Secure premises and personnel by patrolling property; monitoring surveillance equipment; inspecting buildings, equipment, and access points; permitting entry. Obtain additional assistance, if needed by sounding alarmsPrevent losses and damage by reporting irregularities; informing violators of policy and proceduresCreate and complete daily reports in a timely mannerBrief relieving security officer of any activity that may affect their workflowMaintain a neat and professional look while in uniformConduct vehicle patrol on client's siteGrant access to visitors and property owners of the Rob Roy Gated communityRespond to home alarmsEscort local school bus through the community for security purposesLog in visitors and maintenance in daily logConduct maintenance check on security vehicleTrain new security professionals on post directives