• Guiding businesses and individuals through selecting and tailoring various insurance products acrossmultiple providers based on specific needs• Counseling clients through the annual renewal process, including conducting open enrollmentmeetings• Achieving relationship-based retention through prompt and courteous support services• Leading marketing and advertising operations; coordinating prospective client outreach• Maintaining internal database of industry trends and regulations to ensure compliance• Efficient administration of all officewide operations

• Educated the local public regarding the American Heart Association’s mission and goals to enhance brand awareness, resulting in $170,000 in annual fundraising, exceeding established targets.• Planned all aspects of area funding for opportunities, including the American Heart Walk and Heart Gala.• Recruited and managed 40+ volunteers and obtained ~$100,000 in local sponsorships to ensure regional growth and engaging fundraising events.

• Managed all aspects of an annual conference with 1000+ attendees, including catering, vendors, and logistics.• Coordinated staff and volunteers for conferences and a 1000+ member association to enhance management.• Increased conference and association awareness by designing eye-catching marketing materials.• Collaborated with graphic artists, editors, and printers to create materials while managing the brand website.