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License Facilitator - Onboarding & Training
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License Facilitator — Onboarding & Training
Designed and delivered structured licensing onboarding programs for incoming insurance agents across multiple locations. Partnered directly with the VP of California Sales to align licensing/onboarding practices with organizational and compliance goals. Guided new agents directly through the licensing process, translating state requirements into clear, actionable steps
Personal Lines Producer
Produced business directly with clients in a high-volume, consultative sales environment, quoting and closing multiple transactions daily. Maintained accurate client and policy documentation while managing a high daily volume of client conversations by phone. Also sold Commercial Auto Insurance and Commercial Property Insurance, including California FAIR Plan placements; Covered California Certified
Owner / Independent Medicare Broker
Served as the primary point of contact for a book of clients, handling quoting, order processing, and service requests by phone and in person. Prepared accurate quotes and proposals under time pressure, coordinating directly with carriers to finalize orders. Resolved customer questions and concerns quickly and accurately, maintaining high satisfaction across a high volume of daily interactions. Maintained active state licensing and annual carrier certifications continuously across two decades, with zero compliance lapses. Sustained client relationships averaging multiple years, several spanning a decade or more, through consistent service and referral-based trust
Territory Field Sales Representative
Executed direct-to-consumer field sales across an assigned geographic territory. Built a disciplined outreach cadence and relationship-management routine across the assigned market
Bodily Injury / Liability Claims Adjuster
Adjusted bodily injury and liability claims, reviewing claim files, medical records, and supporting documentation to determine coverage and settlement outcomes. Analyzed medical treatment records and projected likely future costs and exposure to inform settlement recommendations, and researched applicable coverage and regulatory requirements, while maintaining thorough, accurate file documentation and confidentiality of sensitive medical information