 Nurture existing relationships with extensive base of Insurance Advisors (over 7000) across the country. Manage all aspects of marketing, including email campaigns, strategies, and content creation.  Oversaw complete website rebuild for www.agent-link.net, 2024 Train new agents to use tools and systems. Schedule, coordinate and present training webinars for our agents. Host various carriers in a wide range of product lines to help our agents stay up to date on available products and carrier systems.

 Evaluate, coach and support the progress of full-time agencies while providing recommendations for increased productivity and profitability. Conduct Career agency performance reviews and helps agents build their strategies to achieve their goals. Assist individuals coming through new agent entry points, including assistance during the agents’ deployment of new office locations with agency setup, business planning, and recommendations regarding effective marketing systems and training. Provide additional information to agents about the policies, practices and procedures of the Companies.

 Nurture existing relationships with extensive base of Insurance Advisors across the country. Provide underwriting advice on specific case by case basis, working with Advisors to ensure best possible product to fit their client's needs. Prepare Illustrations and estimates for Advisors and support them during the application process. Case Management, following a case through processing and underwriting, giving Advisors updates and assisting with requirements to ensure a timely Policy Delivery to the Client.

 Growing our family agency with over $1.2 million in Annual premium. Provide unparalleled customer service, which is proven by the Agency current retention rate of over 97%, surpassing company goals. Representing and branding the agency through community events such as home show and hosting charity golf event as well as networking with realtors, title companies and mortgage companies. Maintain all aspects of the business including employee tax withholdings, accounts payable, purchasing, budget, reports, etc.

 Assisted in all aspects of new home sales, including lending options, home design, and construction process. Aided in sales in excess of $26 million and over 200 net sales. Maintained over 98% customer satisfaction rating. Created new marketing pieces to help drive traffic into target communities.

 All project set-up, budgeting, tracking, invoicing as well as responsible for editing, formatting and reproducing all Project Contract Manuals and Project Specifications. Prepare monthly Performance Report for our Executive Management Team demonstrating financial performance (profit and loss, net fees earned, employee utilization, booked fees, direct costs/indirect costs, equity standing, aged receivables, and future projection). Assisted Project Managers with various tasks, such as processing contracts and subconsultant agreements, preparing proposals, editing reports, and many others. Day to day office tasks: office supply orders, make travel arrangements, maintain petty cash, assist with marketing and reports, etc.