As a Licensed Insurance Financial Advisor:
• Performs financial planning and needs analysis sessions with clients via zoom or face-to-face meet ups.
• Prepares and provides relevant insurance plan proposals that suit the individual client needs/goals
• Provides servicing by doing periodic reviews of policies with existing clients and assisting them in processing claims.
As a Project Manager and Continuous Improvement professional:
• Facilitates Lean trainings and coached teams in doing Kaizen initiatives.
• Creates Operating Cadence or Event Planners
• Performs stakeholder mapping and analysis
• Does budgeting and charge back/billing tasks
• Performs process improvement initiatives
• Creates presentations for reporting to stakeholders and top management team
• Inputs, Tracks, and analyzes data using excel
• Creates process flow charts using Visio
As an Information Analyst:
• Creates abstracts and summaries of legal documents like leases and chemical patents and proofreads the information before submission of the final output.
