• Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.• Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and ascertaining long-term goals.• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.• Obtain underwriting approval… Show more • Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.• Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and ascertaining long-term goals.• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.• Obtain underwriting approval by completing application for coverage.• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.• Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments Show less

Primary Commercial and Personal Lines Producer/Agent

I help merchants accept electronic payments, which include:- PIN-based debit, signature debit, gift cards, electronic checks, and EBT.- helping merchants leverage new technologies, like mobile wallets such as Apple Pay and Samsung Pay, and contactless payments.- making sure merchants understand EMV and chip cards and the impact they will have on their business.- accepting payments without having to issue a bill and collect the bill.- accepting payments and making sales over… Show more I help merchants accept electronic payments, which include:- PIN-based debit, signature debit, gift cards, electronic checks, and EBT.- helping merchants leverage new technologies, like mobile wallets such as Apple Pay and Samsung Pay, and contactless payments.- making sure merchants understand EMV and chip cards and the impact they will have on their business.- accepting payments without having to issue a bill and collect the bill.- accepting payments and making sales over the phone or on the Internet. Show less

- Served as Insurance Specialist for the Seneca, SC office.- Proactively marketed health insurance and life insurance products to both businesses and individuals, ensuring that the absolute best product was matched with the customer’s true needs.- Provided expert guidance and innovative solutions to individuals and businesses in the areas of retirement planning, insurance services, estate planning, business planning, education funding, and employee benefits.

- Served as Manager for the Seneca, SC office.- Managed and coached nine associates focusing on deposit operations and the sales of all bank products as well as promoting excellence in customer service.- While the Seneca office had two senior commercial lenders, I was responsible for all retail lending, to include real estate (1st & 2nd mortgages), as well as commercial lending while managing both my personal loan portfolio and all walk-in traffic.- Because of my background and… Show more - Served as Manager for the Seneca, SC office.- Managed and coached nine associates focusing on deposit operations and the sales of all bank products as well as promoting excellence in customer service.- While the Seneca office had two senior commercial lenders, I was responsible for all retail lending, to include real estate (1st & 2nd mortgages), as well as commercial lending while managing both my personal loan portfolio and all walk-in traffic.- Because of my background and interest in computer applications, I evolved into the office computer “expert”. I was responsible for implementing all hardware & software upgrades as well as assisting office personnel with computer problems and issues. Show less

- Contracted to perform on-call deliveries for Skyline Messenger Service in headquartered in both Charlotte, NC and East Point, GA.- Coordinated with customer shipping and receiving, as well as all airlines at Hartsfield International Airport to provide accurate and timely delivery services.- Managed accounts with Quixtar, Inc. and The Amway Corporation in the Smyrna/Marietta, Mableton/Austell/Powder Springs, Cumming and Athens, GA markets. Also managed accounts with Office Max, Quill,… Show more - Contracted to perform on-call deliveries for Skyline Messenger Service in headquartered in both Charlotte, NC and East Point, GA.- Coordinated with customer shipping and receiving, as well as all airlines at Hartsfield International Airport to provide accurate and timely delivery services.- Managed accounts with Quixtar, Inc. and The Amway Corporation in the Smyrna/Marietta, Mableton/Austell/Powder Springs, Cumming and Athens, GA markets. Also managed accounts with Office Max, Quill, Corporate Express as well as various Beauty Salon supply companies in the Greenville, Easley, Clemson, and Seneca markets. Show less

- Served as Banking Center Manager in Atlanta, Marietta, and Douglasville.- Managed and coached ten associates, including two lenders, focusing on deposit operations and the sales of all bank products as well as minimizing operational losses.- Implemented training course for new employees — enhancing productivity.- Planned and implemented community involvement initiative by coordinating a joint services seminar to educate and assist the local community in financial planning and… Show more - Served as Banking Center Manager in Atlanta, Marietta, and Douglasville.- Managed and coached ten associates, including two lenders, focusing on deposit operations and the sales of all bank products as well as minimizing operational losses.- Implemented training course for new employees — enhancing productivity.- Planned and implemented community involvement initiative by coordinating a joint services seminar to educate and assist the local community in financial planning and assistance. Show less

Assistant S-3 (Operations) 1991-1992- Managed the automation of office information systems using MACINTOSH computer systems.- Planned international movement operations for 600 personnel, equipment, and supplies.- Assisted in the planning of training operations and the forecasting of training resources for a Light Infantry Battalion.- Researched and assembled the Battalion Tactical Standard of Operations (TACSOP), also adopted and implemented as the Brigade’s… Show more Assistant S-3 (Operations) 1991-1992- Managed the automation of office information systems using MACINTOSH computer systems.- Planned international movement operations for 600 personnel, equipment, and supplies.- Assisted in the planning of training operations and the forecasting of training resources for a Light Infantry Battalion.- Researched and assembled the Battalion Tactical Standard of Operations (TACSOP), also adopted and implemented as the Brigade’s standard.Rifle Platoon Leader 1989-1991- Responsible for the health, welfare, care, and training of a 34-man Light Infantry Platoon.- Responsible for the accountability and material readiness of 36 weapons systems, night vision devices, and communications equipment valued at over $100,000.- Selected as premier platoon to escort foreign dignitaries through light infantry readiness training.Battalion Intelligence Coordination Officer 1988-1989- Supervised and managed intelligence collection and intelligence production activities.- Principle advisor to the Battalion Commander on enemy threat situations.- Maintained Arms Room security, programs for crime prevention, intelligence training, and physical security.- Battalion Alcohol and Drug Awareness and Prevention Coordinator responsible for educating and counseling at risk soldiers as well as implementing general prevention programs. Show less