Greater Tampa Bay Area
Designed a scored operations-audit methodology for personal injury firms, with emphasis on Filevine-centered intake, case workflows, queue logic, handoffs, documentation standards, KPI reporting, quality assurance, training, and SOP adoption.
Lead performance, coaching, and operating discipline in a regulated health and life insurance sales environment, emphasizing compliant conversations, production accountability, quality documentation, and client trust.
Advised clients on Medicare, health, life, and retirement-related insurance solutions while managing compliant disclosures, documentation, follow-up, enrollment support, and pipeline activity.
Built an end-to-end Medicare lead-generation and live-transfer operation, including the consumer website, buyer pilot structure, call qualification standards, lead-routing workflow, call recording, and reporting controls.
Guided Medicare beneficiaries through Medicare Advantage, Medicare Supplement, Part D, and ancillary coverage decisions using a consultative, education-first approach.