Insurance professional with 10 years of experience in managing Medicare, life insurance, and homeowners policies. Expertise in risk assessment, coverage analysis, and policy underwriting. Skilled in evaluating applicant risk profiles and applying rating factors to build profitable books of business. Paralegal-certified, currently pursuing AU and CPCU designations to enhance underwriting knowledge.
Work History
Licensed Insurance Agent
4 Months
Kin Insurance | 03.2026 - Current
Sold, underwrote and managed a high-volume book of HO-3 homeowner policies, consistently meeting and monthly premium quotas.
Evaluated property applications for insurability, analyzing construction type, occupancy, loss history, and new home purchase requirements.
Applied coverage guidelines to recommend appropriate policy limits, deductibles, and endorsements
tailored to individual risk profiles.
Identified and managed declinations and referrals based on underwriting authority guidelines, maintaining
compliance with carrier standards.
Licensed Insurance Agent
1 Year 11 Months
Allstate Insurance Co | 04.2024 - 03.2026
Educated and sold recommended policies such as homeowners, auto, boat, motorcycle, RV and umbrella liability policies.
Maintained detailed policy documentation and ensured accuracy across all application data and coverage
modifications.
Educated clients on policy options and coverage details to fulfill insurance needs.
Licensed Insurance Sales Agent
2 Years 2 Months
E-Telequote Inc. | 04.2020 - 06.2022
Contracted with multiple carriers including Humana, United Health, AARP, Mutual of Omaha, Cigna, SCAN, and Wellcare to provide Medicare insurance solutions.
Giving unbiased recommendations on Medicare advantage plans, Medicare supplement, and prescription drug plans.
I held a health producer license and an AHIP certification.
Customer Service Representative/Assistant Underwriter
11 Months
Direct Auto & Life Insurance | 03.2019 - 02.2020
Facilitated communication by answering calls and addressing walk-in inquiries to enhance customer service.
Coordinated with underwriters to ensure timely provision of required paperwork and information for policy acceptance.
Executed daily transactions and processed deposits to ensure accurate financial records.
Education
Bachelor of Science - Law
University of Arizona | Tucson, AZ | 05-2028
GPA: 3.3
55+ credits completed
Skills
Policy analysis
Homeowner policy analysis
Insurance Regulation
Sales & Customer Engagement
Underwriting Guidelines
Data analysis
Problem-solving
Strong Oral & Written Communication
Certification
Certified Paralegal, Expert Rating - 2025
Property & Casualty (P&C) License - Active
Cannabis Compliance Certification, University of Arizona - Currently Enrolled
Introduction to Legal Mediation, University of Arizona - 2024
Timeline
Licensed Insurance Agent
Kin Insurance
03.2026 - CurrentRead More
Licensed Insurance Agent
Allstate Insurance Co
04.2024 - 03.2026Read More
Licensed Insurance Sales Agent
E-Telequote Inc.
04.2020 - 06.2022Read More
Customer Service Representative/Assistant Underwriter