Marketing -Seminar and Event coordinator -Social media optimization -Public relations Financial planning -Analyzing personalized financial strategies for clients -Generating reports for client presentations

Assisted in all aspects of the insurance coverage process for clients, from acquiring necessary information, scrubbing, submitting applications for coverage and following through to insure that the client was enrolled accurately with their new carrier Provided HR assistance to Group Insurance clients - New Hire packets - Assisted employees in choosing the best coverage for their needs and budget - COBRA/Cal-COBRA information - Open Enrollment kits - Provided necessary information when a client had access to care issues - Medical, Dental, Vision, Life, Disability, etc. Medicare supplement coverages - Newly eligible enrollees - Birthday open enrollments - Guaranteed issue enrollees - Medicare Prescription Plan; new and annual open enrollment - Senior dental and vision Individual insurance coverage Life insurance Disability insurance Workers compensation - Quotes for Employers - Claims for Employees