Sales Representative Philadelphia, PA
American Heritage Federal Credit Union
- Served as The Kenney Agency's representative for the American Heritage Federal Credit Union to provide members an“ affinity” discount on Nationwide Insurance rates.
- Provided consultative advice, serviced current clients, and wrote new business as an Office Manager in the Carriage House branch Monday-Saturday.
- Visited local branches to host contests and provide incentives to keep business profitable.
- Assisted clients through claims processes- worked with adjusters to assess proper valuations of damages.
- Participated in monthly meetings with regional managers and spoke at quarterly meetings in front of 400 Credit Union employees.