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Work Background
Ellevate InsurancePresident & CEO
Apr. 2024United StatesI am a life, health & annuities insurance broker licensed in all 50 states + Washington DC. In 2024, I left my prior role as a top performer at a major Medicare insurance carrier. My time there was wonderful, but I stepped away to pursue the opportunity to become an independent broker appointed with over 130 insurance carriers throughout the United States. A little about me, I have been an office manager, operations manager, bookkeeper, inside and outside sales rep, recruiter, and business owner since my first office job at age 9. I’ve seen the insurance industry become more complicated year over year. I have survived some major health battles in my life, and those experiences taught me the need to become informed and educated to be an advocate for oneself. I teach my clients how to understand their coverage options, be their own best advocate, empathetically discover their unique, individual needs, and recommend products tailored specifically to them. I specialize in the following coverage options: Medicare Advantage,Medicare Supplement, Prescription Drug plans Marketplace/ACA coverage Individuals and family health plans Major Medical PPO for all ages (bundled with 20k life insurance, hospital and accident indemnity plans) I also love to help clients fill the gaps of their health plans, so I write a number of ancillary products: Long Term Care Short Term Care/Home Health Care Critical illness (cancer, heart attach & stroke) Hospital, accident & ambulance indemnity plans Telehealth-Medication plans Dental, Vision & Hearing plans Life Insurance - term, whole, IUL Fixed Indexed Annuities In addition, I can help small and medium sized businesses who need affordable benefits coverage. One of my partnerships offers $0 out of pocket cost employer benefits! You have to see it to believe it, but it’s real! I strive every day to build strong relationships of trust. Please feel free to request a benefit review with me at https://ellevateinsurance.com.
AMBAMedicare Benefits Advisor
Apr. 2024Chandler, Arizona, United StatesAssociation Member Benefits Advisors (AMBA) is a nationwide full-service insurance agency focused on plan design, negotiations, and implementation of benefit programs for associations. We provide insurance evaluations to assist organizations in obtaining quality products with options and flexible choices for their members. Our goal at AMBA is to expand the member benefits package beyond the supplementary health products to include long term care, final expense, critical illness, dental/vision, medical air/ground transport services, medicare supplements, and fixed annuities.
HumanaLicensed Sales Agent - DMS Telesales
Aug. 2022 - May. 2024I am a licensed life and health insurance telesales agent specializing in the Medicare market. 2022 - Top Tier Agent within 3 weeks of onboarding 2023 - Chosen for Zoom pilot program, Chosen as POC for HRA, Achieved President's Club Recognition 2024 - Chosen for Sunfire pilot program, Chosen as POC for Call Quality
Micro FocusBusiness Development Representative - Vertica
Mar. 2022 - Aug. 2022
Spring Venture GroupIndependent Insurance Agent
Jul. 2021 - Jan. 2022United States
OBD SolutionsAdministrative Assistant, Accountant, Recruiter
Jan. 2019 - Oct. 2019Phoenix, Arizona AreaExecutive Administration - Executive Support to the CEO, CTO and 4 Department Heads - Calendar Administration for 13 Team Members - Meeting Facilitation using Asana Scheduling and Event Planning - Event Planning - Trade Show Coordination - Travel Arrangements Accounting/Bookkeeping - Accounts Payable - Accounts Receivable - Expense Reporting - Vendor Relations - Customer Relations Recruiting & HR - Post and Manage Job Descriptions - Facilitate Hiring Meetings - Schedule and Conduct Candidate Interviews - Maintain Candidate Files - Human Resources Operations Management - Inventory Office Supplies - Purchase Office Equipment, Furniture, Supplies & Weekly Catering Services - Procurement and Management of Office Services, Maintenance & Repairs
Renewed VitalityAccounting Bookkeeper
Oct. 2015 - Jun. 2016Garland, Texas- Bank account entry & reconciliation across 8 Separate QuickBooks files - Payroll - Bank account keyholder - Bi-Monthly, Monthly, Quarterly and Annual Tax Filing - Bi-Monthly, Monthly, Quarterly and Annual Financial Reports & Analysis - Created Bookkeeper Training Manual
The Coaching CenterExecutive Assistant Bookkeeper
Nov. 2007 - Sep. 2009Austin, TexasExecutive Assistant Bookkeeper - Executive Support to Chief Operations Officer - Accounts Receivable - Audited 7,000 customer records for accuracy
Jurassic Lawn CareAccounting Bookkeeper
May. 2007 - May. 2013McKinney, TexasBookkeeper, Accounts Payable & Accounts Receivable - Entered & reconciled company accounts into 2 separate Quickbooks files - Entered & reconciled customer payments - Financial Analysis - Prepared records for tax accounting
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