I provide insurance and financial strategies that can help you protect what matters most. We make insurance simple so you can feel confident knowing your family, home, cars, businesses, and other property are protected.

With a unique focus on your personal development and our synergistic advisory, I ensure that you and your family’s insurance and financial needs are met through my network of premium providers. I look forward to working with you!

Develop positive working relationships with clients • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs • Deliver policy proceeds after a claim is filed and approved • Communicate with Insurance Adjusters about the life cycle of each claim • Explain the differences in policy specifics so clients can make informed decisions about their purchases • Assist with obtaining underwriting approval • Respond to clients’ questions and… Show more Develop positive working relationships with clients • Approach clients via cold calling and direct mail to inquire about their insurance situations and future needs • Deliver policy proceeds after a claim is filed and approved • Communicate with Insurance Adjusters about the life cycle of each claim • Explain the differences in policy specifics so clients can make informed decisions about their purchases • Assist with obtaining underwriting approval • Respond to clients’ questions and complaints • Follow up with clients after initial meetings or conversations • Participate in continuing education programs in both insurance and sales Show less

AAA Business Manager. Insurance Advisor, Networking Specialist, Business to Business marketing, membership services manager, customer service manager. Managed the Carson City, Nevada AAA Team. Oversaw all aspects of AAA Branch business including the marketing, budgeting, hiring, training, sales and service of AAA products and services (P&C Insurance, Life Insurance, AAA Membership, and Travel). Led the AAA Carson City Team to be the only office in the state of Nevada to exceed goals in all… Show more AAA Business Manager. Insurance Advisor, Networking Specialist, Business to Business marketing, membership services manager, customer service manager. Managed the Carson City, Nevada AAA Team. Oversaw all aspects of AAA Branch business including the marketing, budgeting, hiring, training, sales and service of AAA products and services (P&C Insurance, Life Insurance, AAA Membership, and Travel). Led the AAA Carson City Team to be the only office in the state of Nevada to exceed goals in all areas of production (P&C, Life, Membership, and Travel) YTD 2015. Guided tenured Life insurance agent (Michael Adams) to Gold production, when previous production high was bronze (Michael had 3+ yrs of bronze production, whereas my first year with Michael he was able to increase his YOY production by more than 35%). Hired Travel agent Mary Allegra and then led her to most improved travel agent in company YTD 2015. Started Jan, 2013 as an MLA (multi line agent) in Orem, Utah selling life and P&C products as well as Membership. Within 1 year was promoted to Business Manager due to high production and comfort leading team mates. Show less

Managed independent agents and employees in the financial and insurance services industry. Operations included: hiring sales staff, conducting a variety of training sessions (both regulatory and sales oriented), pre/post underwriting of all business, hiring and training of support staff (processors, office manager), budgeting of all expenses, and selling/closing mortgage loans, investment options and insurance products. Succeeded in building a disciplined business operation that not only… Show more Managed independent agents and employees in the financial and insurance services industry. Operations included: hiring sales staff, conducting a variety of training sessions (both regulatory and sales oriented), pre/post underwriting of all business, hiring and training of support staff (processors, office manager), budgeting of all expenses, and selling/closing mortgage loans, investment options and insurance products. Succeeded in building a disciplined business operation that not only achieved high levels of success during the period of significant economic growth in St. George, but also continued to thrive through the period of steep real estate (and economic) decline afterward. Show less

Directed daily operations. Supervised marketing of business as well as products. Employee hiring (marketing, screening, interview), training (sales, processing, compliance). Turned Pier 49 Pizza from a negative cash flow business to a positive.

Managed consumer loan portfolio. Networked, marketed, and sold in-house and Freddie Mac residential mortgages, as well as other consumer based loans (auto, signature, RV, etc.). Led Bloomington branch to top commercial lending production the first quarter of 2005.

Branch Manager, Sales Manager, Financial Services, customer service, Recruiting, Training, Sales. Operated daily business and management of sales branch including 10-25 employees. Directed all aspects of branch operations including: budgeting and authorizing all expenses, hiring, training, sales and performance management, customer service, loan underwriting, servicing branch portfolio of approx. $85 million total volume, and facilitated REO/foreclosure/forbearance. Numerous… Show more Branch Manager, Sales Manager, Financial Services, customer service, Recruiting, Training, Sales. Operated daily business and management of sales branch including 10-25 employees. Directed all aspects of branch operations including: budgeting and authorizing all expenses, hiring, training, sales and performance management, customer service, loan underwriting, servicing branch portfolio of approx. $85 million total volume, and facilitated REO/foreclosure/forbearance. Numerous sales/management excellence awards. Multiple District Sales Manager relief assignments, which consisted of managing 8 separate branches. Show less

Branch Manager, Sales Manager, Budgeting/P&L, Operations, Recruiting, Hiring, Training, Sales, Service.