Brittany De Maria: in Mission Viejo, CA

• Licensed in Life, Accident, and Health insurance in the state of California, expiration 2016 • Provided supplemental life insurance benefits to major unions in the area • Recruited, trained , and released 2 new life insurance agents via strategic online marketing and job fairs

• Ensured that the CEO operated in an efficient and effective manner by supporting heavy calendar management, receiving high volume phone calls, and handling other projects by using multi-tasking and time efficiency skills to maximum ability • Processed heavy workload of client paperwork and transactions in short deadline driven environment • Managed and tracked all prospect to client processes from beginning to end • Prepared for all client meetings, managed entire office calendar scheduling, and CEO’s weekly travel arrangements • Ensured compliance with brokerage rules and regulations by ongoing training; prepared for and executed annual audit • Managed relationships with over 200 high net worth clients, handling all incoming questions, issues and concerns • Planned 4 successful client events, resulting in 10 new prospective referrals