Ø  Results-driven business professional eager to contribute insurance/financial planning expertise with large-scale chains to optimize bottom-line performance in a progressive organization.

Ø  Excel in training, developing and directing high-performance teams; have spearheaded numerous training initiatives, equipping staff with tools and resources for maximizing performance.

Ø  Dynamic analytical, team leadership, project management, client relations, and problem solving skills.

 

 

SWEETBAY SUPERMARKET

Assistant Deli Manager, Naples, FL                                                                                 2008-Present

  Strategically drive business development by providing superior customer service and overseeing operations of deli through staff development and supervision.

  Direct training and mentoring initiatives for all new associates to effectively manage a diverse team and meet company merchandising and sales goals.

  Oversee inventory control by assessing daily product usage, processing warehouse orders 3 times/week, frozen orders 2 times/week, deli and sub shop 3 times/week and calculate profit& loss.

  Create weekly schedules, product merchandising /recall reports and special orders as needed.

 

KEYSTONE MORTGAGE COMPANY, INC.

Senior Mortgage Broker, Naples, FL                                                                                  2004-2007

  Achieved top producer status in a company with 4 branch offices in several states; acquired experience in originating conventional, FHA, VA, and Non-conforming loans.

  Completed reconciliation of client s bank statements for DTI ratios; closed large commercial and development lending projects.

  Collaborated with lender representatives, insurance agents, appraisers, and title or management companies to ensure accurate financial transactions and meet contract deadlines.

  Produced comprehensive PowerPoint presentations to showcase to realtors, CPAs, lawyers, and other professionals the fiscal benefit of partnering with the company.

  Successfully closed loans in 10 states; hosted a 1031 exchange for first-time homeowner and investor seminars with up to 200 attendees.

 

GENERAL ELECTRIC FINANCIAL ASSURANCE (GENWORTH)

Senior Insurance Agent/Assistant Financial Planner, Tampa, FL                              1997-2004

  Top producer of annualized premium for Long Term Care Insurance in the Tampa, FL division; top producer of annualized net worth growth division of Financial Planning for the entire State of Florida.

  Contributed strong analytical and leadership skills to acquire new clients through effective business planning and sales forecasting initiatives.

  Assisted clients by explaining insurance/financial planning brochure products and filling out health care applications with Medical Records Request (MRR).

  Grow business through cross-selling GE products and underwriting client health applications.

  Facilitated policy changes to uphold a strong business reputation.

  Participated in trade shows and educational conferences to acquire product knowledge and coach team members in current financial planning trends.

 

ALLSTATE INSURANCE COMPANY

Office Manager/Customer Service Rep/Claims Adjuster, Naples, FL                        1989-1997

  Managed 2 books of business consisting of 2,000 clients each for 2 agents; followed up with endorsement changes to policies for auto, home, boat, and life insurance.

  Conducted cold calling campaigns to build prospects for insurance products.

  Streamlined financial procedures by depositing and balancing cash and insurance payments; recording, and balancing 8 different bank accounts of claim checks; processing accounts receivable.

  Administered insurance policies and organized secure files to maintain confidentiality.