Office Manager, Realtor, Notary, Insurance Agent

*

954-***-****

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

****

NW

30th

Terrace

Fort

Lauderdale,

FL

33309

Education

Associate

of

Science

Business

Administration

University

of

the

Commwealth

Caribbean

(formally

University

College

of

the

Caribbean)

2007-2011

GPA:

3.11

IONA

BOWEN

BUSH

Office

Manager/

Insurance

Agent

Professional

Summary

Client-focused

and

results-driven

professional

with

a

strong

foundation

in

sales,

insurance,

real

estate,

and

office

management.

Proven

ability

to

build

trust,

explain

financial

products,

and

deliver

customized

solutions

to

meet

client

needs.

Adept

at

cross-selling,

managing

client

portfolios,

and

ensuring

a

high

standard

of

service

and

compliance.

Committed

to

continued

professional

growth

with

the

goal

of

becoming

a

Certified

Public

Accountant.

Professional

Experience

2022-

Present

Florida

Blue

Health

Insurance

Agent

(independent)

Conduct

financial

consultations

to

recommend

personalized

health

Insurance

Products.

Educate

clients

on

cost-effective

coverage

plans

and

financial

implications

of

policy

choices.

Maintain

detailed

records

in

compliance

with

HIPAA

and

state

regulatory

standards.

Support

clients

with

claims,

renewals,

and

policy

adjustments,

building

long-term

loyalty

Bachelor

of

Science

Accounting

Keiser

University

Present

Core

Competence

Financial

Needs

Assessment

•

Customer

Relationship

Management

(CRM)

•

Upselling

Financial

Products

•Sales

Strategy

&

Execution

Payroll

&

Account

Reconciliation

•

Regulatory

Compliance

•

Communication

&

Problem-Solving

Liscence

&

Certification

•

Notary

Public

2022-

Present

2006

2017

Sunshine

Marketing

Strategies

Office

Manager

&

Payroll

Coordinator

Oversee

payroll

processing

for

50+

contractors,

ensuring

timely

and

accurate

compensation.

Manage

financial

records,

contract

documents,

and

personnel

files

in

line

with

company

policies.

Coordinate

schedules

and

compliance

support

for

organizational

projects

and

field

teams.

Kirk-FP

Limited

(formerly

Kirk

Distributors

LTD)

Territory

Sales

Representative

Built

and

maintained

profitable

client

portfolios

through

consultative

sales

and

relationship

management.

Boosted

regional

sales

performance

by

14%

through

personalized

service

and

product

expertise.

Conducted

frequent

follow-ups,

improving

client

retention

and

referrals

across

multiple

accounts.

Recognized

multiple

times

for

exceeding

sales

targets

and

team

leadership.

•

Licensed

Life

&

Health

Insurance

Agent

•

Licensed

Florida

Realtor

Contact this candidate