Client Services

Employment:

**** - ****

****

Personal Care Assistant

Marquis

Assist elderly and hospice patients with personal care needs including ADLs, Medication Distribution, residence management and other items as requested

Residential Counselor

Cameron Care

Provide in home assistance with Medication Distribution and Management of Home for residents.

2011 - 2015

Operations Manager

Bella World Wines

As a wholesale wine distributor: importing wines, relationship development with wineries, development & maintenance of key retail accounts.

2010 - 2011

Area Account Manager

Gould & Lamb

Train clients within territory on Medicare best practices & services available within Gould & Lamb. Assist clients with compliance on claims & settlements.

2009

Staffing Coordinator

Insurance Overload Staffing

Build client relationships & recruit qualified candidates to meet the needs of our clients through: interviewing & hiring, marketing Insurance Overload Staffing,

field client visits.

2005 -2008

Insurance Agent/Financial Advisor

Brooke Insurance

Morgan Stanley

Farmers Insurance

Align client needs with appropriate insurance coverage and educate on coverage. Ascertain client financial goals and align with resources of the company.

2003-2005

Legacy Health System – Emanuel Hospital

Scheduler/Admin & Projects Brachytherapy

Coordinate surgery schedule with doctors, anesthesia, and hospital staff. Use

administrative and organizational skills. Manage Brachytherapy Access Database.

Education:

2015

Liberty University

Currently enrolled program - M.A. Professional Counseling

1988-1993

North Central University

B.A., Behavioral Health & Languages

1996

Professional Career Development Institute Medical Terminology & Anatomy

2005

Proschools

Insurance - Property & Casualty; Life and Health

2006-2007

Deerbrook & STC

Variable Lines Insurance; Series 7, 6, 63, 65 & 31

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