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Commercial & Personal Lines Insurance Agent
Demonstrated experience with ChatGPT.
Demonstrated experience with Claude.
Demonstrated experience with AI-Assisted Research & Analysis.
Demonstrated experience with Workflow Design.
Demonstrated experience with Process Improvement.
Commercial & Personal Lines Insurance Agent open to new opportunities
Served as a high-trust partner to the CEO of a rapidly growing startup, combining executive support, operational coordination, HR leadership, and confidential administration across a workforce of approximately 75 employees in multiple states and international locations.. Managed the CEO's complex calendar, travel, meetings, appointments, correspondence, priorities, and rapidly changing daily needs; learned communication preferences and anticipated what required attention before it became a problem.. Screened communications, prepared executive materials, researched unfamiliar issues, coordinated special projects, and served as a primary link with leaders, employees, vendors, and external partners.. Built HR from the ground up and independently created its policy and procedural infrastructure, including a 47-page Employee Handbook and SOPs across four departments; built employee benefit packages, corrected payroll compliance issues, coordinated international payments, and led the Gusto-to-ADP migration.. Handled highly sensitive professional, financial, payroll, personnel, and organizational information while introducing expense controls and stronger administrative accountability.
Owned a broad mix of operations, executive support, HR, payroll, accounting, vendors, documentation, and time-sensitive financial responsibilities for company leadership.. Improved workflows and documentation, resolved operational issues independently, and created employee events and engagement initiatives designed to strengthen morale, culture, and connection across the organization.. Selected to represent Thanksgiving Coffee Company at vendor, industry, community, and fundraising events, serving as a trusted face of the company and building relationships with customers, partners, vendors, and community stakeholders.
Served as a trusted right hand to the CEO across multiple businesses and locations, supporting executive operations, financial administration, HR, payroll, and confidential business and private priorities.. Managed complex scheduling, communications, meetings, travel, appointments, reservations, purchases, research, and personal and professional logistics while keeping competing priorities moving.. Learned the CEO's routines, preferences, and working style; anticipated needs, handled matters independently, protected sensitive information, and recognized when direct executive involvement was truly necessary.. Managed bookkeeping, financial records, payroll, benefits, reconciliations, reporting, vendors, outside professionals, and accountability systems while independently creating policies, procedures, and operational documentation.. Helped the CEO build and launch a second company from the ground up, working across formation, research, licensing and compliance, banking and financial setup, insurance, vendors, hiring, payroll, branding, administrative infrastructure, systems, and day-to-day launch operations.
Advanced through multiple responsibilities within a complex resort environment supporting HR, payroll, accounting, administration, recruiting, onboarding, benefits, employee relations, and high-touch hospitality needs.. Processed payroll, reconciliations, compliance reporting, year-end payroll support, and confidential employee and financial records while maintaining continuity through leadership transitions.
Managed sensitive client information, policies, renewals, changes, claims support, documentation, deadlines, and client communications.. Developed long-term relationships through trust, responsiveness, accuracy, discretion, and practical problem solving.