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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLEWORK EXPERIENCEFinancial Life & Retirement Wellington, FLOwner and Insurance Agent September 2017 Present Spearheaded partnership with various insurance warehouse brokerage firms. Offered clients health and life insurance products based on their needs and affordability. Sold insurance products directly to clients with yearly sales of about 60% health insurance products and 40% life insurance products. Directed all promotional and coordinated customer outreach initiatives with marketing agencies. Responded promptly to customer questions regarding insurance policy issues. Utilized current quoting applications to help design better insurance policies for clients. Supervisor of Elections Palm Beach County West Palm Beach, FL Information Technology Technician January 2019 December 2019 / May 2020 December 2020 Set up voter verification equipment and voting site maintenance for local, state, and general elections. Improved voter experience by training polling centers clerks in new and improved new voter engagement applications.American Income Life Pompano, FLBenefit Coordinator and Life Insurance Agent August 2016 July 2017 Recommended insurance products to customers based on their needs and affordability. Sold Term Life insurance and helped clients with their life insurance product inquiries. Cresthaven Medical Center West Palm Beach, FLHealthcare Administrator and Business Manager May 1997 December 2015 Managed 4 office locations with a total of 3500+ patients, 3 Internal Medicine and 1 Pediatric office. Audited all HMO contracts and analyzed patient care utilization data in relation to cost of care and provider contracts. Boosted office annual revenue of $5,000,000 + with about 70% of the generated from HMO risk contracts. Pioneered practice business development and growth from 1 location to a total of 4 locations. Expanded Health Insurance network contracts with 4 major Health Insurance companies. Analyzed financial reports to improve practice efficiency and profitability. Led employee hiring and employee management initiatives. Setup and manage employee benefit packages including retirement and healthcare benefits for 35 employees. Oversaw Payroll Administration and quarterly payroll reports for 35 employees utilizing Quickbooks Pro. Conducted internal financial, operational cost, and income reports for management. Developed efficient workflows for all the offices for patient appointment visit to completion of appointment.EDUCATIONPalm Beach Atlantic University West Palm Beach, FL Bachelor of Science in Organizational Management May 2006 Emile Wolfe School School of Accountancy London, England Level 1 Cost and Management Accounting (UK) May 1995 SKILLS AND CERTIFICATIONSSkills: Organizational Management and Development, Human Resource Management, Project Management, QuickBooks, Financial and Management reporting, Microsoft Office, Health Care Utilization Management Certifications: 2-15 Life Incl Var Annuity and Health |
