Work as the liaison between insurance carriers, brokers, agents, and clients. In charge of responding to request for information, documentation, quoting as well as handling renewals of expiring polices, processing claims, and assisting with audits. Maintain documentation for new and renewing business, answer questions about coverage, process applications, and follow up on overdue accounts. Maintain relationships with clients as well as team members throughout the organization.

Team up with my Financial Advisor to help clients achieve their long-term financial goals. Deliver exceptional personalized service to ensure clients feel understood and informed. Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year. Actively listen for situations in the clients' lives that may indicate a need for additional services. Driving marketing activities such as planning and executing events.

Provide member services and/or facilitates product sales through various channels. Deepen member relationships through needs assessment and solution offerings from USAA products and service. Gather information and close on product sales for a suite of services demonstrating advanced skills and knowledge of USAA products and benefits. Empathize with members and provide complex and/or integrated solutions to make it easy for members to acquire a USAA product. State Licensed for Property and Casualty.

Build, manage, qualify, and maintain a database of clients and prospects that is aligned to the business opportunity in the market. Sell Staffing Services through effective phone calls and in-person visits, which foster a consultative relationship and increased business with the client. Sell value of Randstad services to support customers in achieving their business goals. Effectively recruit, interview, retain, coach and develop Talent, understanding their needs and helping them meet their professional goals.Market the talent's skills, knowledge and abilities to the right companies so that we make the best match for the Client and the Talent. Consistently exceed Client and Talent expectations of service by following Randstad's Operational Standards and offering innovative and creative employment solutions.

Manage and retain UPS Small Package & National customer business. Use resources to learn customers’ businesses, identify business needs, and proactively contact customers to position UPS’s small package, LTL and International products and services to meet their needs. Responsible for prioritizing customer opportunities and focusing attention on accounts with the greatest opportunity and likelihood of success. Build relationships with key decision makers and act as a customer advocate. Currently a part of UPS Women’s Leadership Development- Ambassador for Great Lakes, Call Quality Team Member as well as a rotation in the Kaizen Committee for Enterprise Sales. Gold Coin member and International top sales account manager in 2018. World of Champions for 2019.

Responsible for the development of independent account business, with emphasis on overall profitability through both new and account penetration. Promote and sell company branded products and meet brand sales objectives. Functions as a team member within the department and organization, as required, and performs any duty assigned to best serve the company.

Develop new business, penetrate existing accounts, and minimize lost business to achieve profitable sales growth and special objectives within assigned territory. Seek and qualify prospects in accordance with Company account stratification goals. Research customer business needs and develop a mix of products and service to meet needs. Evaluate market trends and recommend products to customers, based on business needs and goals. Be informed of market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided.