Opened Denver branch and identified markets, customers and centers of influence. Completed the Hartford School of Insurance for P&C agents and obtained CLCS designation. Completed Captive Insurance training at Captive Resources in Chicago. Called prospective clients and presented captive insurance programs.
Created a business plan that allows personal trainers to train more clients and make more money while reducing hours. Clients benefit from lower costs and more structure created by a personal trainer. I designed and built the website using wordpress.
State Farm
Mar 2013 - Sep 2014
Team Member
Provided prompt, accurate, friendly, cost-effective customer service to existing and potential customers. Developed leads, scheduled appointments, identify customer needs, and market appropriate products and services.
EmbroidMe
Mar 2011 - Apr 2013
Operations Manager
Assigned tasks to associates, staffed projects, tracked progress and updated managers and clients as necessary. Reported and consolidated company financial performance. Accessed computerized financial information to answer questions related to specific accounts.
Portfolio
24 Seven Online Personal Training is a WordPress Website and iPhone/Android Applications.