S E Email & Phone Number

Bridgeport, Ct

• Achieve overall store sales goals and service objectives.• Cash handling / payment processing. • Accounts receivable. • Ensure execution of all inventory and operational standards.• Manager on duty responsibilities (touch base/coaching, floor/phone mgmt., task assignment and completion, safety, open/close duties/training).• Embrace diversity and foster a respectful environment for both customers and team members.• Acquisition of new whole sale accounts.• Data analyzing, strategic plan development, and improvement of financial results.

Orange, Ct

• Introduce The Family Security Plan products and services to interested members transferred to us from specific credit unions.• Whole Life Insurance• Short-Term Disability Insurance• Critical Illness Insurance• Accident Insurance• Answer calls in a professional manner discussing incentive programs for the credit union and The Family Security Plan.• Produce $10,000 in annualized insurance premiums each month.• Minimal falloffs each month.• Qualify and close prospective members and recommend appropriate solutions for their insurance needs.• Call and follow up on members through the appointment process and up sell opportunities.• Checking in with members making sure policies are kept in good standing and make adjustments for any life changes that may have taken place since issue.• Accurately and thoroughly complete and submit insurance applications and documentation in accordance with company and state guidelines.• Making sure all disclosures are sent out for appropriate states and all documents are correctly signed and completed.• Correctly completing voice signatures for applications.• Enter all sales and lead follow up appointments and ongoing documentation in the designated system.• Correctly documenting each sale that has taken place in the correct administrative system.• Attend weekly and monthly sales meetings as required by the Regional Manager, Manager or Supervisor.• Maintain and practice a high degree of sales ethics at all times.

Shelton, Ct

• Responsible for taking inbound calls from contract holders and financial professionals.• Collaborate with the National and Regional sales unit.• Processing certain financial transactions with licensed financial planners.• Providing account holders appropriate service with inquiries on their policies.• Basic understanding of certain tax regulations and markets.• Fraud Specialist Assistant for Shelton, CT office.• Investigate fraudulent and/or suspicious activity on policies. • Email box coverage.• Review recorded calls.• Initiate callbacks to gather further details on recent occurrences.• Verification of signatures that are received on documents waiting to be processed.• Transmittal of information to corporate investigation.• Service Matter Expert responsible for investigating causes of financial and/or personal information sent to unauthorized parties by the company.• Security Liaison responsible for assuring all financial and personal information is disposed properly each day.

Master’S Degree, Criminal Justice

Bachelor Of Science, Business Management

Activities and Societies: Mens basketball