Ivvy Morder
Williamsport
Summary
Dynamic Life Insurance Broker, with a strong foundation in accounting and finance, adept at crafting customized financial solutions and fostering client relationships. Proven expertise in customer relationship management and attention to detail, ensuring compliance and satisfaction.
Overview
5
5
years of professional experience
Work History
Life Insurance Broker
North American Senior Benefits
Williamsport
06.2025 - Current
- Developed tailored insurance solutions for clients, focusing on individual and long-term financial goals.
- Collaborated with underwriters and carriers to secure the best rates and terms for clients.
- Educated clients on financial planning concepts such as estate planning, retirement strategies, and tax-advantaged coverage options
- Cultivated strong relationships with clients to ensure ongoing satisfaction and retention.
- Ensured compliance with state and federal insurance regulations, maintained accurate documentation, and followed strict ethical standards.
- United with team members to streamline processes and improve service delivery.
Assistant Softball Coach
Pennsylvania College of Technology
Williamsport
08.2024 - Current
- Assisted the head coach with administrative duties, such as preparing scouting reports and budgeting for upcoming seasons.
- Evaluated opponent strategies to prepare the team for upcoming games.
- Mentored student-athletes by providing guidance on personal issues as well as academic success strategies.
Laborer
Tory Leather LLC
Williamsport
02.2021 - 06.2025
- Collaborated with team members to streamline workflow and enhance productivity.
- Inspected finished products for quality control before packaging and shipment.
Education
Bachelor of Science - Accounting And Finance
Pennsylvania College of Technology
Williamsport, PA05-2024
Skills
- Customer relationship management
- Team collaboration
- Effective communication
- Coaching and mentoring
- Attention to detail
- Accounting software
- Accounting principles
- Microsoft Excel
Timeline
Life Insurance Broker
North American Senior Benefits
06.2025 - Current
Assistant Softball Coach
Pennsylvania College of Technology
08.2024 - Current
Laborer
Tory Leather LLC
02.2021 - 06.2025
Bachelor of Science - Accounting And Finance
Pennsylvania College of Technology