Broad-based professional that has more than 25 years of experience planning, developing, and implementing business services in a client focused and results oriented fashion. Committed and motivated with exceptional customer service and decision making skills. Strong work ethic, professional demeanor and great initiative.
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In each professional experience education, career development and positional achievements were acquired. Within 3 years moved from customer service to Associate Director, then operated independent business and was able to successfully change careers to meet personal and community needs. Each of which qualified for their own defined accomplishments.
Currently maintain a caseload of over 20 families, working under strict deadlines, policies and legal requirements. Write affidavits, court reports, case plans and other legal documents. Consult with other professionals regarding the treatment of specific clients.Communicated with public social and welfare agencies to obtain and provide information.Interviewed clients in their home for home study assessments to assist the courts with custody decisions.Directed all protective placement, case management, parent education and family reunification activities.
Conducted orientations for new members.Corrected dangerous movements and suggested alternate exercises.Suggested exercise modifications to individual students to avoid strain and injury.Promoted club programs, products and services to participants.Prepared exercise routines that meet the needs of the individual client. Encouraged members to continue attending group fitness classes.
Responsibilities included directing and supervising staff for therapeutic childcare, parent and staff education and business administration which included case management, staff professionalism according to NAEYC guidelines and the state of Vermont childcare licensing regulations, grant writing, federal nutrition program, and curriculum development.
Maintained tight budget restraints encompassing all aspects of childcare including employee payroll and workmen's compensation. Designed curriculum for instructional presentation to multi-age children and adults. Participated in ongoing continuing education including completing a Bachelor of Arts degree in Psychology and K-6 Teacher's Licensure.
Presented and clearly explained insurance policy options to clients based on their needs and goals.Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Promoted client retention through high-quality service and follow through.Finalized and maintained all types of personal lines insurance policies within the agency.Developed life insurance and commercial insurance leads to meet monthly sales targets.Pursued continuing education and training programs to continue professional development.
Processed applications, payments, corrections, endorsements and cancellations for security products sold by insurance agents. Promoted to Compliance Officer and completed Series 7 Securities license to monitored and regulate insurance agents sales in accordance with the Securities and Exchange Commission. Promoted to Associate Director of Compliance and completed Series 24 license. Responsible for assisting in due diligence and conducting compliance audits in the company agencies throughout the United States.
Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.Served as central point of contact for all outside vendors needing to gain access to the building.Dispersed incoming mail to correct recipients throughout the office.Made copies, sent faxes and handled all incoming and outgoing correspondence.Managed daily office operations and maintenance of equipment.
AFAA
Companies Worked For:
School Attended
Job Titles Held:
Degrees
