Carroll College

Director of Operations at Insurance Consulting Services, Inc.

Administer and coordinate the issuance of life, long‐term disability, and long‐term care insurance policies

Prepare and deliver policies to clients electronically and in-person

Coordinate executive calendar, including scheduling travel arrangements and meetings

Provide ongoing and exceptional client‐service to policyholders

Act as liaison between insurance carriers and clients ensuring timely communication

Manage the day‐to‐day needs of a busy, small office including incoming/outgoing correspondence, troubleshooting technical issues, and providing general administrative and accounting support

Insurance Consulting Services, Inc.

Director Of Operations

Primary contact for all new sales, renewals, and account management of individual health insurance plans

Locate best products and pricing to fit client needs, prepare quotes, plan comparisons, and presentation of recommendations

Work directly through 10+ insurance carriers and with state and federal healthcare exchanges for sales of medical, dental, vision, short term, travel insurance, and Medicare Advantage products

Process agent appointments and renewals of licenses and Errors and Omissions insurance

Cathy Merz Insurance, Inc

Individual Sales & Account Manager

Coordinate processing of non-conforming consumer home loans

Work with internal and external business partners to provide outstanding documentation

Administrative duties including data entry, correspondence management, and document preparation

Bank of America

Support Services Specialist II

Top regional salesperson for majority of time in role and recognized in top 2% of sellers nationwide

Leadership position involving coaching teammates to develop sales processes and elevate customer service standards

Provide expertise in banking products and financial services recommendations to a broad range of clients

Work with business partners in meeting extenuating client needs including mortgage loans, commercial business services, and treasury management

Personal Banker

Leadership and supervisory position requiring coaching and mentoring of staff to uphold customer treatment standards 

Operations management including open/close cash wrap duties, staff scheduling, personnel management, and new employee training

Abby Mather