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Click here or scroll down to respond to this candidateCandidate's Name
St. Charles, MO Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEInsurance Agent Adjuster - Operations Manager - Project Manager - Business AnalystPassionate, driven, versatile project management professional with a background in operations, project management, healthcare and finance and over 13 years of experience in operations management, logistics, marketing, public relations, and product management. Proven success building client and stakeholder relationships, collaborating with cross-functional teams, and mentoring and developing staff.Core CompetenciesProject managementAgile developmentOrganization skillsMultitaskingProblem solvingData analysisHealthcare managementBudget managementQuality audits and evaluationVerbal and written communicationAccount management and developSupervising and developing staffHiring and performance reviewsTraining and mentoring staffClient retention plansSales and marketingMarket researchStrategic planningForecastingProspectingTechnical SkillsMicrosoft: Office Suite, Word, Excel, Visio, Teams, Project, and SharePointProject Management, Project Operations ExpertiseProfessional ExperienceInsurance Adjuster, St. Charles, MO January 2022 - PresentThird Party ContractorHealthcare Solutions Team, St.Charles, MO March 2021 December 2021AgentHealth Insurance Agent. Health insurance sales agent.New York Life Insurance Company, Creve Coeur, MO March 2021 September 2021AgentLicensed Life Insurance Agent. Life Insurance sales agentSandman Logistics LLC, St. Charles, MO January 2019 PresentManager /Analyst/ Owner OperatorManaged and licensed contractor services, projects and implemented business processes and Third Party Contractor responsibilities; services and expertise for business partners on projects in the fields of logistics, finance, IT, diversified project, contractor management services.Financial Advisor/Consultant (Contract) 2018 2019Provided financial advising and consulting services and training programs at various companies, including Synergy Wealth Solutions, Prudential Financial, Northwestern Mutual, and New York Life Insurance Company.Consulted with clients to determine financial needs and goals and develop growth plans.Exceeded sales goals for financial products.Continuously networked and built individual client base.Promptly resolved customer service issues and answered financial questions.Offered detailed, research-based advice and strategies to meet clients needs.Link St. Louis Business Brokers, St. Louis, MO November 2017 December 2018Business BrokerAssisted potential sellers with ownership transfer of their businesses and worked with buyers to locate and purchase franchised businesses.Developed exit strategies, targeted growth plans, and business plans.Assisted current business owners with fair market valuations.Provided clients with commercial real estate brokerage, leasing, property management, and search services.Sandra Associates, Columbia, MO December 2007 December 2017Manager/ Operations ManagerSupervised the operations to achieve desired sales and profit goals. Managed direct reports supporting multiple locations with annual revenues of $2 million.Managed strategic direction, implementation, support, and development of all business applications, enterprise resource planning (ERP), facilities management, financials, forecasting, and procurement.Gathered and analyzed feedback from various departments and recommended potential changes.Established change management and help desk solutions and policies.Developed a new process design workflow to ensure on-time delivery of all solutions and within budget leading to a 20% increase in monthly productivity.Centralized disparate support documentation for all business applications and architecture.Developed corporate process and tools for opportunities tracking, bid decision making, and proposal development.Interpreted data received from junior contributors and developed recommendations to optimize performance.Developed training material for new products and technologies and trained associates.Consulted with business leaders on a wide range of supply chain issues.Assigned tasks to associates and staffed projects.Drafted quarterly and yearly financial reports.Licenses and EducationBachelor of Science in Business Administration, (2020 Present) Columbia CollegeSalesforce Admin CertificationSalesforce Developer 1 CertificationMissouri License Insurance Agent, Life, Health, Property, Casualty and TravelTexas All Lines Adjuster LicenseTexas General Lines LicenseAdjuster - All Lines Designated TexasTexas Life Insurance Individual |
