Health and Life insurance broker for individuals and group medical insurance for businesses. Advising and consulting with client to find best solutions at the right price.

Licensed Insurance Broker September 2015 - Present• Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic marketing activities• Active Health, Life & Annuity Insurance License with TX Department of Insurance• Independently contracted with leading Insurance Carriers including Blue Cross Blue Shield, Aetna, United HealthCare and more• Solicit, present, write and manage my own… Show more Licensed Insurance Broker September 2015 - Present• Focused and dedicated insurance professional motivated to provide superior customer service and drive sales through cold calling, referrals and strategic marketing activities• Active Health, Life & Annuity Insurance License with TX Department of Insurance• Independently contracted with leading Insurance Carriers including Blue Cross Blue Shield, Aetna, United HealthCare and more• Solicit, present, write and manage my own Book of Business consisting of Individual, Family and Small Group Insurance Policies• Sold over $2,500,000 in annualized volumeLICENSED INSURANCE AGENT:• Providing REFUNDABLE supplemental insurances for businesses and their employees as well as individuals.• Partnered with Family Heritage Life that specializes in these supplemental insurance products: --- Cancer --- Intensive Care --- Heart Attack/Stroke --- Hospital Indemnity --- Accident --- LifeThe highlight of these policies is a built-in 100% refund feature, where individuals get back all of their unused premiums (minus claims) after they've held their policy for a certain amount of time.FINANCE:• Financial system implementation, Process Improvements, Finance and Operational Analysis, Contract Management,Service/Software Revenue Recognition, Governance, Learning Consultant and Grant Accounting.• Invoicing consulting services and retail, Financial reporting, Collections (consulting services and retail) and management skills. Show less

Project: NewYork Department of Heath-COVID 19 Scheduling departmentMaximus/Everise Operation Management:● As team lead, I lead up to 40 agents that includes several supervisors.● Created and maintained a positive working relationship with client, management, and team.● Performed operation management duties during project ramp-up and transition period:● Daily oversight and management of team of 79 supervisors with 450+ agents.● Coached team and held team accountable… Show more Project: NewYork Department of Heath-COVID 19 Scheduling departmentMaximus/Everise Operation Management:● As team lead, I lead up to 40 agents that includes several supervisors.● Created and maintained a positive working relationship with client, management, and team.● Performed operation management duties during project ramp-up and transition period:● Daily oversight and management of team of 79 supervisors with 450+ agents.● Coached team and held team accountable to ensure agents meet or exceed standards set by Everise and client.● Monitor, track supervisor's performance based on pre-determined KPI's.● Responsible for upward and downward communication both internally and as required by client.Responsible for documentation and separation of employment.● Constantly drive process improvement and implement new process.● Performed shift manager on duty (MOD) responsibilities. Oversaw command center duties related to system access issues, RTA etc. for 6,000 Maximus and some Everise employees working on the project. Show less

Team Leader - Operations, EmblemHealth● Highlights: Daily supervision and management of a team of 25-40 licensed insurance agents● Ensure that the agents meet or exceed the standard set forth by the company and the client● Monitor, track and evaluate agent performance and provide personal feedback to agents● Interact with agents to ensure that they are engaged in productive work● Ensure that underperforming associates meet client expectations through written action… Show more Team Leader - Operations, EmblemHealth● Highlights: Daily supervision and management of a team of 25-40 licensed insurance agents● Ensure that the agents meet or exceed the standard set forth by the company and the client● Monitor, track and evaluate agent performance and provide personal feedback to agents● Interact with agents to ensure that they are engaged in productive work● Ensure that underperforming associates meet client expectations through written action plans● Resolve customer escalations● Responsible for communication between contact center management, client and agent● Participate in associate selection and interviewing process● Provide on-the-job or up-training as necessary to enable associates to meet client expectations Show less

Health Insurance Brokerage

Tier 2 Agent, Stride● Answered inbound calls from individuals who were interested in learning more about health insurance programs● Educated members on their insurance options● Sold insurance in 28 states, maintaining the highest level of service to each customer

Freelance Voiceover Services for:- eLearning/Corporate Training.- Audiobooks.- Radio.- Commercials.- Telephone Greetings.

Grant Accounting, Texas Homeland Security, Department of Public SafetyAssignment: June 2014 - Dec 2014• Reviewed grant contracts for financial accuracy prior to award.• Audit and reconcile financial documents including but not limited to vouchers, reports, and complex spreadsheets for accuracy.• Participate and conduct needs analysis to determine training requirements• Approve and verify purchase memorandums. Ensure the purchase meets the requirements of the… Show more Grant Accounting, Texas Homeland Security, Department of Public SafetyAssignment: June 2014 - Dec 2014• Reviewed grant contracts for financial accuracy prior to award.• Audit and reconcile financial documents including but not limited to vouchers, reports, and complex spreadsheets for accuracy.• Participate and conduct needs analysis to determine training requirements• Approve and verify purchase memorandums. Ensure the purchase meets the requirements of the grant rules and regulations.• Communicate and document audit findings and provide instructions on corrective actions needed to resolve the findings.• Monitor and submit payroll changes for grant budgets to various internal customers.• Research, write, design, or edit agency publications such as forms, manuals, and reports. Show less

Responsibilities:· Sr. Finance/Accounting and Business Operations Consultant.· Global Learning Consultant. Providing Voice Over (Industrial/Narration). Creating and delivering training sessions globally.·Developed and delivered training to Business Operations, Finance, Project Managers, Account Executives and Management. ·Participate and conduct needs analysis to determine training requirements·Assist in development of teaching aides such as… Show more Responsibilities:· Sr. Finance/Accounting and Business Operations Consultant.· Global Learning Consultant. Providing Voice Over (Industrial/Narration). Creating and delivering training sessions globally.·Developed and delivered training to Business Operations, Finance, Project Managers, Account Executives and Management. ·Participate and conduct needs analysis to determine training requirements·Assist in development of teaching aides such as documentation, presentations, tutorials, and other job aids related to training·Provide support to trainees during pre and post-launch·Work closely with trainees, program team and IT to ensure requirements are clearly documented, understood, and included in training materials·Make recommendations to improve system stability and process improvements·Provided status updates and trainee feedback to Training Manager·Deliver training to employees worldwideSpecialtiesVoice Over Talent (Industrial/Narration). Global Learning Consultant Show less

Senior Finance AnalystDell Professional Services (IT Consulting Industry) Round Rock, TX April 2004 — Present·Review all finances and contracts to ensure compliance with GAAP principles for Revenue Recognition.·Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.·Manage monthly billing of up to $10 million quarterly for all consulting… Show more Senior Finance AnalystDell Professional Services (IT Consulting Industry) Round Rock, TX April 2004 — Present·Review all finances and contracts to ensure compliance with GAAP principles for Revenue Recognition.·Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.·Manage monthly billing of up to $10 million quarterly for all consulting engagements.· Supervised over 30 Billing, Business Contracts, Project Coordinators and Order Management support.·Analyze business contracts, review cost rates and margin to ensure profitability before giving approval.·Document findings of study and prepare recommendations for implementation of new systems, procedures, or organizational changes.·Prepare manuals and train workers in use of new forms, reports, procedures and equipment.·Prepare financial reports ad hoc and present findings to project manager, practice executives, directors and vice presidents.·Lead Operations review with project managers and report to management team.·Review taxes to ensure compliance for all consulting services.·Provide internal auditing for department.·Successfully designed, implemented and managed several accounting systems including the Changepoint financial system and trained others in its use.·Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.·Analyze business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses and to provide advice. Show less

-Information Technology and Services Industry, privately held)-Successfully supervised over 30 different Accounts Receivable support members.-Managed Accounts Receivable of over $90M.-Cash Management (Oversaw the flow of cash and the Cash Management reports).-Reduced 120 days outstanding by $2M in 2 months and maintained good customer relationship.-Billing and collection on all subleased office space.

-Accurately managed Accounts Receivable reducing days outstanding by 45 days.-Worked closely with the Great Plains system implementation team to design and manage system.-Collaborated with IT Department in designing and implementing the Lawson financial system.-Provided advice on project costs, design concepts and changes, reviewed and tested systems to ensure compliance with business requirements.