As the Owner and Licensed Life Insurance Agent at WM Empowered Solutions, LLC, I help individuals and families secure their financial futures by providing tailored life insurance solutions. From term and whole life policies to final expense coverage, I work closely with clients to understand their unique needs and deliver personalized plans.I specialize in educating my clients about the importance of life insurance through engaging social media content and one-on-one consultations, ensuring they feel empowered to make informed decisions. Partnering with trusted carriers like Mutual of Omaha, I am committed to offering high-quality products and exceptional service.With a passion for financial empowerment and a results-driven approach, I manage all aspects of my business, from client acquisition and marketing to regulatory compliance and operational excellence.

Compiles reports and audits to ensure all vendors are paid in a timely manner. Created process improvements to pay vendors according to head counts by creating excel spreadsheets for auto calculations. Currently responsible for paying all vendors related bills including but not limited to health, life, and 401k. Work closely with the A/P department to ensure budgets and processing is met on a monthly basis.Communicate with vendors to ensue employees’ concerns/complaints are resolved in a timely and equitable manner within guidelines of the plans. Current point of contact for all escalations and appeals for the healthcare plan. Working closely with field managers to insure enrollment processes are understood for new hire and ongoing enrollments. Maintain and manage employee records; ensure compliance and handle confidential information requests. Make changes to the plan when employees request them. Work with employees on sensitive issues while maintaining confidentially. Have direct access to all vendors to make urgent manual updates when necessary.Prepare internal reports of STD, LTD, and FMLA.Determines employee benefit practices by benchmarking best practices; researching industry and employment trends; tracking legislation and estimating impact.Determines employee benefit interests by conducting employee surveys; forming focus groups; analyzing responses.Recommends employee benefit programs by examining, evaluating, and optimizing employee understanding, acceptance, and interests, costs, regulatory requirements, and competitive advantage.Evaluates proposed employee benefit contracts by studying provisions; estimating impact.Provides management planning and control information by collecting, analyzing, and summarizing employee benefit data and trends.Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

Provided navigation support to HR Managers and Recruiters; creating, posting and sourcing job requisitions daily.Served as a quality coach to new associates.Offered support and floor supervision to contractors.

Provided administrative support to the entire office.Responsible for assisting Agents/ Office Manager with appointment setting, verifications, enrollment and billing.Worked with agents to consistently provide insurance updates in the system as required in a timely manner.Used independent judgment to accomplish duties and responsibilities required for each job task including prioritizing assignments and multi-tasking.Frequently engaged in internal and external contact with all levels of employees and clients.Performed other related tasks as directed and without supervision.