Property and Casualty Insurance Agent

Specializing High-Net-Worth and Collector Markets

I am a National Notary Association, Notary2Pro, and Loan Signing System certified, full-time, mobile, Notary and Loan Signing Agent focused on quality - not quantity. Acting as an extension of the lenders, escrow, title and signing services, I demonstrate a high level of professional decorum, reliable performance, and a genuine intention to build relationships. I take critical transactions to the next level of customer experience, so everyone wins in the end. I continuously cultivate my knowledge of the industry to bring added value to the table, while adhering to lawful discretion and diplomacy necessary to maintain the highest standards.I am a member of the National Notary Association, Notary Academy, American Association of Notaries, and the San Diego East County Chamber of Commerce.

Peachy - Fresh Thinking for Small Business - is an exciting community of fresh thinking, forward moving small business striving to stay relevant in today's dynamic environment. Peachy's resources focus on building the best customer experience possible for small businesses by providing real world peer interviews, expert perspectives, and creative thinking tools. Peachy offers resources grounded in Human-Centered Design, an empathy-based methodology used to create experiences while always keeping the user at the forefront of the conversation.Accomplishments:Peachy (website: www.peachyfreshthinking.com)Published educational videos and an activity eBook (Building an Empathy-based Customer Experience).Produced and shared video stories of small business owners. Conducted business development workshops in partnership with the East County Chamber of Commerce.Featured five small businesses as a host for San Diego Design Week.Developed digital communication systems and social media outlets.

Consulted with leading organizations on the business value and integration of Human-Centered Design Thinking (HCDT). Facilitated public and privately held HCDT workshops.Contributed to strategic planning, project proposal drafting, implementation planning, and project management. Developed implementation frameworks and operational flows for HCDT integration into existing processes. Developed marketing content and managed digital channels.

As System Strategist, I championed a culture of innovation and created new channels of communication and collaboration among affiliates. I facilitated the development of NUS strategic plans, case studies, innovation program implementation and unique initiatives, acquisition and competitive analysis, organization-wide culture building events, and chaired staff governance structures. Specific examples include: Developed and managed the first NUS Innovation Grant Program, awarding a combination of 23 cross-institutional staff and faculty and managed a multi-project $3M budget for continued innovation.Conducted a comprehensive Nontraditional Campus Redesign, Human-Centered Design project including conducting multiple-student in-person and online workshops, individual and campus survey design, over 100 interviews, and onsite observations resulting in a comprehensive innovative campus redesign proposal to the NUS Chancellor, COO, and NU President to inform strategic planning.Organized and facilitated an “Innovation Through Design Thinking” skills-building collaboratory, for various management and staff levels across the broader system.Conducted a complex research project to improve the military student experience, resulting in a formal proposal and award for restructuring from the Board of Trustees. Hosted the first military-student focused leadership summit to NUS key stakeholders.Presented diligence and rationale for potential acquisition targets. Participated in multiple work streams and formal presentation of acquisition recommendations to BOT. Authored comparative NU physical campus case studies, culminating in recommendations for tangible process improvements and implemented recommendations.Championed a Steelcase Education partnership and implemented a pilot Active Learning Classroom.Researched and authored the Competency-Based Education Strategy Brief and hosted a system-wide leadership summit and implementation of a pilot program.

Human Research Protections Program, Graduate and Research Affairs. Supported four analysts, including conducting initial protocol screenings, distributing assignments, and providing regular correspondence with faculty and students. Reported directly to Director of Research Affairs. Responsible for maintaining a large working database of information and multiple extensive Excel logs on a daily basis. Tracked and reported on all functions of the department. Provided guidance to investigators on university policies and requirements. Provided submission assistance for protocols and specific guidance on how to navigate the IRB electronic system. Attended inter-university forums, professional development conferences and assisted in Research Affairs events on campus.

Acted as a liaison between clients, villa owners and service suppliers. Coordinated all logistics of client arrivals (timelines, complex itineraries, transfers, private transportation, VIP services and special requests.) Required to work independently with great attention to detail and deadlines. Determined and coordinated pricing and payment methods with all service suppliers. Accommodated and anticipated all client special requests with a positive, ‘can do’ attitude and prioritized their urgency. Resolved any issues that arose during client’s stay. Maintained an immaculate company image at all times under very high pressure conditions. Monitored clients’ payments to suppliers and used Excel spreadsheets to compile and track commission totals due to the company. Viewed and assessed villas to determine category and price points. Cooperated regularly and negotiated pricing with villa owners. Utilized and updated an extensive CRM database to maintain all client/owner records with constant accuracy. Contributed to all channels of marketing, including composition of bimonthly newsletters, new supplier recruitment, and proposal of new marketing ideas and website optimization. Requested and followed up with each client for feedback. Trained new employees. Supported and reported to the company director daily.

Provided full administrative support to Headmaster and Junior Headmaster of school. Drafted and managed communications between all faculty, extended departments and parents. Headed-up coordination of all college events and special projects on and off campus. Maintained an accounting of budgets for fundraisers and excursions. Maintained and managed school daily schedules, including faculty absences and coverage and heavy calendaring for the Headmaster, Jr. School Headmistress, owner and manager of the school. Reception of and interchange with various embassies, outside organizations, faculty, parents, and pupils. Promoted college and enrollment of new pupils. Supervised the delivery of program information to prospective students insuring timely and accurate response to all applications and inquiries. Analyzed student circumstances and determined alternative solutions to individual academic and transportation needs . Introduced and implemented new methods of electronic organization, including IT formats for tracking projects and document storage. Managed all incoming and outgoing shipments.

Provided a high level of administrative support to Executive Director of Marketing and 6 Marketing Managers, including managing multiple challenging calendars (Outlook) and crucial deadlines. Coordinated and branded all on and off-site meetings (including booking of venues, food/beverage, audio/visual assistance, and other logistics.) Prepare and edited Power Point presentations. Acted as liaison between Amylin and outside agencies. Arranged all travel (airfare lodging, ground transportation, dining, etc.) Developed meeting agendas and edited supervisor presentations. Processed expense reports, contracts, invoices and time clock reports. Actively anticipated any conflicts, changes or special needs. Resourced solutions and maintained smooth running operations throughout department.