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Professional Experience

May 2016Present

Office Management Consultant

Thomas M Frick Insurance Agency LLC

Reorganized the management of all new office staff as well as new systems and equipment set up.

Incorporated new agency customer management software system.

Trained all personnel on interoffice set up, structure and protocol.

Reorganized and negotiated all advertising contracts.

Negotiated new IP phone service on hold and messaging system.

Processed payroll and prepared invoicing for commercial accounts.

Directed all ordering and deliveries.

Developed new marketing strategies to promote business.

Provided training on latest insurance laws and ensured staff maintained a professional degree of service to every client.

May 2013Jan 2016

Office Manager

Horner Insurance Agency

Set up meetings with commercial clients at corporate locations to customize their portfolios and obtain contracts.

Introduced new employees to insurance terms and trained in all aspects of an insurance agency.

Directed employees in time management skills necessary to comply with contract laws.

Prepared  and presented  proposals for prospective clients in commercial, specialty and personal lines.

Negotiated with company representatives regarding commissions and contingencies for agency, as well as audits and foreclosure of state required forms.

Educated  clerical staff to  maintain accurate records, quote requests, and credit collections, and to update information on claims, renewals and expirations.

Completed employee performance reviews on a quarterly basis.

Jan 2009May 2013

Assistant to President/ Key Producer

Rose Street Financial

Implemented new software management service, new accounting service.

Negotiated with all insurance companies to obtain new contracts as a new agency.

Leveraged sales strengths to identify opportunities and with comprehensive knowledge and best practices.

Performed beyond expectation with a newly purchased agency. Obtained new commercial business to exceed agency owner's anticipated growth.


Insurance Producer

Walbeck Insurance  (acquired by Rose Street Financial)

Reviewed all personal in house policies and requoted for better market pricing.

Grew customer base by selling new policies to businesses and individuals on behalf of companies, including all personal lines and commercial specialized policies.

Mitigated risk by performing property inspections and made recommendations of proper policy coverage.

Performed administrative tasks, such as contacting
clients, maintaining records and handling daily mailings.

Provided superior customer service to clients before during and after the purchase.


Insurance Producer

Graff Insurance Agency

Nurtured relationships with longstanding clients in a fifth generation agency.

Incorporated the use of desktop computers and real-time rating

in an old school agency with hard copy rating.

Attended meetings, seminars and programs to learn about new products and services, learn new skills, and received assistance in developing new accounts.

Plan and oversee incorporation of insurance program into bookkeeping system of company.


Insurance Agent

Hewitt-White Tucker Johnson and Smeltzer

Hired on as a receptionist and quickly gained knowledge to take and pass insurance licensing exam.

Worked from locations in Indiana, PA as well as Pittsburgh, PA


Medical Technologist

Urology Institute of Pittsburgh

Responsible for the collection, processing and analysis of specimens.

Quality control testing of laboratory equipment.

Assistant to physician for in-office procedures.

Daily travel to offsite locations.

Education and Certifications

Jan 19962015

Insurance Licensing and CISR Designation

National Alliance 

Medical Technology In School Clinical Internship

Latrobe School of Medical Technology
May 1990Present

Bachelor's of Science in Biology /Second Bachelor's in Medical Technology

Clarion University of Pennsylvania


Daley Publications 

Director of Sales for sustaining 501c3 corporation.

My New Leaf -recovery app 

Networking, analysis of data, sales

Voices of Hope

Member drive, advertising , events

Blairsville  Improvement Group

Board member and events director. Worked on Main Street Grants and Clean and Green