Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

LACIE RECHTERMAN

Denver

Summary

To obtain a long-term career within a company that will allow enhancing current skills of licensing and professional growth.

Overview

21
21
years of professional experience

Work History

Merchandise Associate

TJX Companies
Englewood
10.2025 - 02.2026
  • (Temporary job) stocked merchandise from trucks to shelves
  • Assisted customers with items/needs within the store
  • achieved weekly store goals for designing floor plans to meet revenue

Benefits Enrollment Specialist

Willis Towers Watson
San Antonio
01.2024 - 07.2025
  • Assist participants who decide to use their HRA enroll into a Medicare plan.
  • Educate on protection plans that give a financial cushion.
  • Create a positive experience for the participants aging in/retiring process.

Medicare Sales Representative

Assurance IQ
San Antonio
08.2023 - 01.2024

▪ Receive inbound and outbound calls on auto dialer

▪ Obtain customer information by their authorization to assist them in enrolling into a Medicare Health Insurance plan

▪ Help/guide and console people by allowing them to tell their story to gain their trust for the lengthy enrollment process

CMS Certified Inspector

The CSI Companies
San Antonio
01.2021 - 01.2022

▪ Perform inspections in accordance with the regulations of the Department of Health and Human Services

▪ Travel within Texas to site inspections and performed requested job description ▪ CMS Certified Inspector

Texas Licensed General Lines Insurance Agent

Family First Life
01.2021 - 01.2022
  • I purchase my own leads through the agent CRM
  • Obtain client's personal information with their consent over the phone or in person
  • Underwrite the policy that best fits their budget and needs
  • Follow Up with clients to maintain business and client needs

Contract Specialist

U.S. Census Bureau, U.S. Department Of Commerce
San Antonio
01.2020 - 12.2021
  • Received, controlled, recorded, and processed all incoming and outgoing shipments of supplies, correspondence and packages, and miscellaneous equipment
  • Conducted demographic survey, and documented reports; Researched assigned areas and prepared plans
  • Conducted residents' interviews and filled census forms according to the information provided

Independent Spiritual Health Coach

Self-employeed
San Antonio
01.2009 - 12.2018
  • Coached and motivated hundreds of clients in their achievement of personal goals and objectives for choosing or changing careers, improving relationships, setting goals and determining priorities
  • Helped clients pinpoint the challenges or obstacles that prevented them from successfully maneuvering through a season in their life
  • Provided insight, suggestions, new ideas and action steps for clients that aided them to more clearly make decisions and facilitate change
  • Coached clients through life transitions of personal loss, grief, and emotional pain and relational upheaval

Registered Dental Assistant

Dental Assisting
San Antonio
10.2010 - 12.2016
  • Assisted in helping the dental hygienist with periodic exams, x-rays, and patient education
  • Assisted in bone grafts, sinus lifts, implants, and root canals, cosmetic and general dentistry
  • Assisted the dentist in four handed cosmetic dentistry

92A Automated Logistical Specialist

U.S. Army Active Duty
San Antonio
09.2004 - 10.2006
  • Maintained warehouse stocked with parts in a controlled environment
  • Received, stored and issued military equipment
  • Completed safety classes to on National War and Terrorism

Education

LIMRA-Anti-Money LaunderingLIMRA-Anti-Money Laundering -

LIMRA-Anti-Money Laundering
01.2026

Some College (No Degree) - AHIP

AHIP
01-2026

Registered Dental Assistant -

Kaplan College
San Antonio, TX
01.2010

92A Quarter Master Certified -

01.2006

Skills

  • Team collaboration
  • Benefits enrollment
  • Client coaching
  • Customer relationship management
  • Medicare regulations knowledge
  • Client education
  • Cross-selling proficiency
  • Community engagement
  • Conflict resolution
  • Problem-solving abilities
  • Active listening
  • Applicant engagement

References

  • Lori Sanders, Licensed Life and Health Insurance Agent, Prior coworker with Assurance IQ/confidant, 706-240-3229
  • Heather Bonilla, Agency Owner at Rodriguez Legacy Group, Agency upline (current), 210-608-5384
  • Richard "Junior" Reynolds, Lead Maintenance Manager/Neighbor, 307-369-9646

Timeline

Merchandise Associate

TJX Companies
10.2025 - 02.2026

Benefits Enrollment Specialist

Willis Towers Watson
01.2024 - 07.2025

Medicare Sales Representative

Assurance IQ
08.2023 - 01.2024

CMS Certified Inspector

The CSI Companies
01.2021 - 01.2022

Texas Licensed General Lines Insurance Agent

Family First Life
01.2021 - 01.2022

Contract Specialist

U.S. Census Bureau, U.S. Department Of Commerce
01.2020 - 12.2021

Registered Dental Assistant

Dental Assisting
10.2010 - 12.2016

Independent Spiritual Health Coach

Self-employeed
01.2009 - 12.2018

92A Automated Logistical Specialist

U.S. Army Active Duty
09.2004 - 10.2006

LIMRA-Anti-Money LaunderingLIMRA-Anti-Money Laundering -

LIMRA-Anti-Money Laundering

Some College (No Degree) - AHIP

AHIP

Registered Dental Assistant -

Kaplan College

92A Quarter Master Certified -

LACIE RECHTERMAN