Insurance Agent Operations Manager

Heidi Harter

*** ******* **, ****** *****, NV. **815 801-***-****

****************@*****.***

Objective.

With a diverse skill set in Administrative, FinTech, Insurance and Financial Services enabling me to pivot quickly in difficult situations and come from a genuine place of understanding. I chose the Financial and Life Services Industry to help as many individuals like myself prepare and protect not only the businesses and lives of our loved ones but the small businesses that need help with financial readiness for our new economy.

New York Life Insurance Co

Sep/2020 - Present

Agent

H&M Cleaning Services

Sep/2020 - Present

Owner

Elko County Transit

March 2020 - 08/31/2020

Operations Manager

Coach USA Elko, NV

January 2020 - March 2020

Bus Driver in Training

LendingClub, Lehi, UT

May 2019 – Dec 2019

IB Sales / Saves – Peer to Peer Lending group offering fixed rate personal loans. Vivint Smart Home, Provo, UT

Aug 2018 – April 2019

Inside Sales / Account Management – Home Security. New business, handled escalated customers and actively retained customers.

Heidi Harter

1559 Alameda Way, Saratoga Springs, UT, 84058 801-***-**** ****************@*****.***

Independent Insurance Agent, SLC, UT

Feb 2018 – Aug 2018

Self Employed Medicare Health / Medical / Financial Planning Insurance Agent for all ages, including Medicare aged clients. Actively sold policies, represented Insurance carriers and products offered. Conducted in-home presentations. Managed personal book of business and cold called daily to maintain a pipeline of new business leads.

EHealth Insurance, SLC, UT

July 2016 – Feb 2018

Inside Sales / Medicare Agent / Health Insurance Agent – Managed large book of business, new aged Medicare clients, and policy placement annually. Worked closely with underwriters and carriers to provide my customers products that we offered.

March 2016 – July 2016 Unemployed – Relocated to UT Gallagher Ford, Elko, NV

Oct 2015 – Feb 2016

Inside Sales for new and used autos.

Education

Elko High, Elko, NV. 1994 - 1998

General Studies

Great Basin College, Elko, NV. 2007 - 2010

ASC Accounting / Business Administration

Communication

● Entreleadership Course – Dave Ramsey (2014)

traveled to TN and spent 1 week with him and my team

● Goal Cast Seminar, Elko, NV. – Single handedly managed the facilitation in obtaining community and business sponsorship. Advertising spots on local news, paper and radio media spots, venue, catering, Digital printing for signage, mail flyers and gift bags for attendees. Local Great Basin College sponsored event for all business major students. The passion for encouraging great leadership within my community helped me raise over 8k.

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Heidi Harter

1559 Alameda Way, Saratoga Springs, UT, 84058 801-***-**** ****************@*****.***

References

Lauren Coontz, US Army

Human Intelligence Collector 801-***-****

Rachel Cooper

Finance Manager

3

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