- 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.