• Offer various insurance and financial servicesLife, health, long term care and retirement incentives• Work side by side with related companies, including: Allianz, Debtmerica, Hartford Life, Voya Group, Jackson National, John Hancock, Life Lock, Lincoln Benefit Life, Lincoln National, MetLife, EverestNationwide, National Long-Term Care Brokers, Old Mutual Financial Network, Pacific Life, Principal Financial Group, Prudential, Shaw American, Western Reserve Life, and American Residential Funding Group

My responsibilities consisted of:• Resolving customers needs face to face, over the telephone and e-mail correspondenceSatisfying all customers needing assistance to establish a relaxed state of feeling• Directs customers to appropriate offices based on their questions to meet needs• Enters personal property declarationsLoading personal information into data base to properly execute requests and scheduling packing companies to arrive and load up household goods• Calculated adjustments for high mileage vehicles• Researches value of business furniture and equipment Providing weights and proper sizes of container and teams for pack out process• Scan documents, records information in computer system and in log booksScreen customers paperwork to ensure it is filled out appropriately then submit into system for processing

Organizational Leadership / Operations Management: 20+ years senior managerial experience in organizational leadership and operations management positions in multiple Logistics industry departments. Adaptable: took ownership of responsibilities to accomplish company goals, trained and led personnel to effectively perform daily tasks/train other personnel under their charge, establishing strong turnaround of knowledge and experience. Managed budget in excess of $8.5M in a 4 year period accounting for every penny spend and maintained records of all incoming grants and augments. End Result was a 100% accountability of all funds with zero errors. Demonstrated leadership and management: Mature and motivated leader who creates professional work environment able to perform exceptional work and accomplish set goals without direct supervision. Ability to perform and complete assigned tasks under pressure. Earned Associates’ degree and a Bachelor’s degree with Honors. Currently located in San Diego, CAKEY ACCOMPLISHMENTS · Achieved top performance results during an annual certification inspection of departmental procedures. Ensured all files and computer data processes were performed correctly, located and corrected errors and provided additional training as required. Results: Ensured continuing operations of vital internal functions.· Created, developed and managed a new tracking system for major repairable items. Instilled processes to track and monitor equipment, maintain proper files and data inputs into the system generating an effective paper trail and records. Results: Saved the activity in excess of $950,000 on an annual basis.