• Work with Account Executives and Sales Executive to develop and implement marketing strategies for new and renewal accounts.• Provide daily client services: process and review policies for accuracy, endorsements, invoicing, certificates of insurance, etc.• Liaison between internal departments to provide precise communication, direction, and support to external sources (i.e., Sales Division, Broker Support, Carriers, Administrators etc.)• Assist with Requests for Proposal preparation which includes reviewing all prospect data, target pricing, network analysis, utilization review, submitting RFPs to the appropriate Stop Loss Markets.• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings, issues, and decisions.• Plan, prioritize and complete day-to-day service responsibilities for accounts and blocks assigned in a timely and efficient manner ensuring internal and external deadlines are met.• Responsible and accountable for maintaining the confidentiality, integrity, and availability of protected health information.• Develop, maintain and continually evaluating appropriate metrics and control mechanisms for Account Management tracking for cases within an assign block of business.

Responsibilities: • Utilize skills in account management, customer service, and strategic planning to build and maintain a profitable and sustainable book of business with a total value of more than $600K+.• Engage in consultative selling with 10+ current and prospective clients weekly to drive revenue generation. • Execute all new business sales according to best practices, promoting customer satisfaction and loyalty.• Manage 50+ personal lines and commercial policy renewals monthly, including reviewing coverage plans to identify and recommend changes or updates as needed based on customer needs. • Create image, branding, and marketing for fmlynest.com to boost brand awareness and consumer engagement. • Conduct auditing activities to support financial accuracy and accountability.• Utilizing problem solving skills and relationship management techniques to address escalated service calls to reduce turn-over.• Maintain up-to-date knowledge regarding all insurance carriers’ products and industry trends to continuously optimize the customer experience.• Review operational and financial reports regularly to evaluate performance; innovate a variety of methods and strategies to bolster business development. Honors & Awards:-Top 10 Producer Achievement Award – Presented by Insurance Professionals of Arizona-Rising Star Award – Presented by Insurance Professionals of Arizona-Rookie of the Year Award – Presented by Insurance Professionals of Arizona

Responsibilities: • Sold auto, home, life, and other insurance products to individuals and Affinity groups within an assigned territory, consistently exceeding 100% of quarterly sales goals.• Identified and connected with more than 50+ prospective customers monthly using established lead methodologies.• Counseled and advised prospects and policyholders on matters of insurance protection and coverage, ensuring they received the correct plan to effectively meet their coverage needs.• Developed, maintained, and strengthened business relationships through frequent communication and engagement.• Delivered group presentations to key decision-makers in the Affinity organizations to demonstrate and promote the unique value of Liberty Mutual’s products and services.• Improved customer satisfaction ratings 20% by collaborating across departments to create new procedures.Achievements:• Multiple Pacesetter Winner base on production• Multiple Bravo Certificates Awarded for Excellent Customer Service• 105% of Quota for PVP 1• 110% of Quota for PVP 2• 100% of Quota for PVP 3• 105% of Quota for PVP 4

Responsibilities:• Called on and advised Foot & Ankle Specialists on the benefits of Dynasplint Systems, winning 1+ new accounts monthly.• Demonstrated to surgeons the proper protocol for each product and the application of Dynasplint Systems, ensuring complete understanding to maximize product safety and effectiveness.• Custom-fitted Dynasplint Systems on patients and educated patients on the usage of the system, leading to increased patient satisfaction and patient outcomes.• Followed up on patients’ rehabilitation process and informed the Doctors and Dynasplint on patients’ progress to continue Dynasplint’s reputation as an industry leader.

Reached out to homeowners whom declined their modification offer, advised them to reconsider, and convicted them to sign their offer in order to finalize their modification deal.• Ranked #1 out of 71 for highest Contact to Close ratio 92%, April 2011• Ranked #4 out of 71 for most Appointments Set with 113 total, April 2011• Ranked #3 out of 71 for Current Year to Date• 24 appointments set in a single day to set department record

• Improved Patients overall heart performance through exercise, diet and education.• Educated patients about relative risk factor associated with chronic diseases and mortality.• Evaluated patients functional abilities and limitation to determine appropriate intervention.• Developed a plan of care and exercise goals, as ordered by physician.• Performed various cardiac and pulmonary diagnostic and interventional procedures.• Monitored patients heart rate, blood pressure, and oxygen saturation before, during and past physical activities.