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Work Background
Forthright Capital PartnersIndependent Life and Health Insurance Agent
Jul. 2025United States
Altig Organization- Globe Life AOIndependent Life and Health Insurance Agent
Mar. 2025
Total Military ManagementSenior Manager Priority Claims
Mar. 2013 - May. 2025Jacksonville, Florida, United StatesSenior Manager overseeing a team of 30 employees responsible for processing approximately 25,000 military household goods claims annually. Skilled in managing the entire claims process, ensuring adherence to DP3 military coverage guidelines, and fostering professional interactions with service members, agents, and base personnel. Act as a liaison to resolve escalated issues and negotiate claim disputes with partners. Proven ability to develop staff through continuous training and mentorship, while successfully fostering a positive culture and operational efficiency in a remote setting. Led the implementation of an online claims process, improving operational efficiency. Experienced in tracking departmental performance through weekly and monthly reporting.
AflacIndependent Insurance Agent
May. 2007 - Mar. 2013Helena, MTAchieved significant sales success in outside sales of supplemental life, health, and short-term disability policies. Expertly generated leads, delivered impactful sales presentations, and facilitated group enrollments, consistently driving revenue growth. Provided exceptional customer service, addressing policies, claims, and billing issues with professionalism, even in high-pressure situations. Successfully resolved over 200 claims annually, interpreting complex issues and guiding clients to favorable resolutions. Assisted employers with Section-125 plan administration and educated employees on a broad spectrum of benefits, including unreimbursed medical, dependent daycare accounts, major medical, dental, vision, life, and disability insurance.
Montana Coalition Against Domestic & Sexual Violence (MCADSV)Training Coordinator
Mar. 2006 - Aug. 2009Helena, MTDeveloped and implemented six state-wide training events each year for domestic violence advocates, law enforcement and social workers. Prepared agendas, power point presentations, recruited speakers, prepared training and promotional materials. Also responsible for logistics including securing training locations, setting up technical equipment, arranging food, providing activities, etc.
St. Peter's HospitalVolunteer Director & New Employee Orientation Director
Nov. 2003 - Mar. 2006Helena, MTLed recruitment and training efforts for a volunteer team of 100, ensuring optimal staffing across various departments. Managed scheduling, work quality, and content delivery, while conducting annual performance evaluations and addressing disciplinary matters. Provided monthly activity reports to upper management, highlighting key achievements and areas for improvement. Developed and facilitated new employee orientation programs, overseeing all aspects of content creation, speaker coordination, and logistics to ensure seamless integration into the hospital environment.
GREAT FALLS CHAMBER OF COMMERCETourism DIrector
Jun. 2000 - Nov. 2003Great Falls, MTManaged all operations of the Great Falls Visitor’s Center, overseeing a team of 50 volunteers. Directed the content and quality of volunteer work, conducted annual performance evaluations, and handled disciplinary actions. Collaborated with the Great Falls Convention and Visitor’s Bureau to develop and implement an annual marketing plan aimed at increasing tourism. Strategically allocated state bed-tax funds to execute marketing initiatives. Produced and submitted quarterly reports to the State of Montana, tracking the progress and success of the marketing efforts.
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