I am a Salesforce Professional who has hands-on experience with the Salesforce Platform. I am actively engaged in multiple Salesforce communities and groups to increase my Salesforce knowledge, awareness and professional connections. In my free time I enjoy participating in Salesforce Community groups both learning and helping others to leverage Salesforce to improve productivity and efficiency for their employers and co-workers! I am also a member of a Salesforce Professional Development Program to fully understand the Salesforce Ecosystem and network to build valuable relationships in the Salesforce space.
Experience
North Carolina Farm Bureau
Oct 2019 – May 2023
Hampstead, North Carolina
Associate Agent
I am licensed to sell property and casualty insurance in North Carolina. I work as a team with an Agent to
provide customers with over 60 lines of insurance to meet their personal and business needs.
• Assist Agent in consistently outperforming other Agents within the state.
• Manage a $1M book of business including accounts, tasks, Agent calendars, and customers daily.
• Gather and analyze data to recommend the best coverage and policy type to meet the client’s needs
within underwriting guidelines.
• Work in multiple CRMs to write, quote, and manage policies and complex problems to include
Guidewire, MARS, PAD, and Microsoft Office 365.
Bimbo Bakeries
Jan 2019 – Aug 2019
Castle Hayne, NC
Lead Loader
• Utilized an inventory tracking database to accurately disperse products to assigned routes.
● Managed personnel to complete deliverables on time or ahead of schedule.
● Built reports with the company’s proprietary software.
Illinois Dept of Insurance
Apr 2018 – Jun 2018
Springfield, IL
Insurance Analyst II
● Gathered and input required information into the company’s CRM.
● Reconciled issues by being the liaison between the insurance company and the policyholder or healthcare
provider.
● Resolved consumer and healthcare provider complaints within the State of Illinois statutes.
SIU Medicine
Oct 2012 – Apr 2018
Springfield, IL
Medical Insurance Specialist
● Decreased outstanding accounts receivable by reconciling claims payments according to current contracts
and fee schedules.
● Interviewed and trained new employees on commercial and managed care insurance plans.
● Executed advanced metrics to facilitate workflows and meet deadlines.
● Participated in the integration of an outdated CRM to a new CRM for the company.