Marshall Curtis

My Experience

(Most recent to oldest)

December 2022 to Current

Digital Resource Specialist

In December of 2022 I started learning affiliate marketing strategies which lead to a study of multiple digital tools and strategies.

I officially started my business in February of 2023, and have continued to strengthen and expand my knowledge of digital tools and strategies.

Presently I help businesses implement digital solutions like Gohighlevel, systeme.io, SEO, and content creation.

I am also developing my informational sites; webtoolguru.com & edutoolguru.com.

Here are digital strategies and tools i'm confident in:

Digital Tools:

GoHighlevel
Systeme.io
SEMRush
Canva
Chat GPT
Clickup
Trello

Digital Strategies:

Search Engine Optimization
Strategic Content Planning
- KWR, Copywriting, email marketing
Workflows/Automation
Basic Brand Voice Development
Basic Website/Funnel Design

July 2019 to January 2024 GoHealth & Compass

Insurance Agent

From April 2021 to January 2024 I was an independent insurance agent with Compass Insurance.

I helped individuals and families with the health insurance marketplace, medicare advantage plans, and supplement plans.

My tasks included:

Implementing marketing and lead generation strategies to build a client network, developing strong communication and outreach skills.
Developing my expertise in appointment scheduling and follow-up procedures, ensuring seamless client engagement and high levels of satisfaction.
Providing tailored insurance advice and solutions, leveraging industry insights to meet diverse client needs.

July 2019 to January 2024 Gohealth & Compass

Insurance Agent

From July 2019 to March 2021 I worked at a call center helping individuals understand and enroll in medicare advantage, prescription drug, and supplement (medigap) plans.

Depending on the day and client qualifications, I helped 2-6 people enroll in a plan with 5-20 calls.

My tasks included:

Managing client interactions and maintaining detailed notes, ensuring a comprehensive understanding of special enrollment period qualifications and carrier-specific requirements.
Navigating carrier platforms, completing necessary training and certifications, and staying updated on plan information to deliver accurate and relevant solutions to clients.
I conducted thorough needs analyses and plan comparisons, providing clients with personalized recommendations to best meet their needs.
In July of 2020 I was assigned to a sales team where i was responsible for reviewing submitted plans to ensure accuracy and compliance, organizing weekly meetings with the team leader, and members to address issues and streamline the submission process.
When needed, I resumed helping individuals enroll in plans.

December 2016 - July 2019

Day Program Coordinator - Rise Inc

I started with Rise Inc. as a direct support professional in a group home, then transitioned to the Day Program coordinator position in April 2017.

My tasks included:

Supervising a team of 5-7 staff and managing a client base of 12-18 individuals, overseeing program activities, resource allocation, and budget management.
Planning and executing program activities, ensuring alignment with clients' development goals and enhancing their quality of life.
Conducting staff interviews, corrective feedback, and facilitating monthly training sessions to ensure a high level of care and compliance with organization standards.
Reviewing daily/weekly/monthly client reports, and generating detailed progress assessments to track and enhance client development.
Facilitating annual goal assessments for clients, collaborating with families and staff to establish achievable objectives and tailored support strategies.
Supporting individuals with developmental disabilities in a group home setting, assisting with daily living activities and facilitating enjoyable, development experiences.

Other Work Experience

Over the years i've tried many things including selling Cutco knives, pest control, Jimmy Johns, Door Dash, mowing lawns, and lemonade stands. I will forever be grateful for the work that's lead me to where I am today.

I believe it's important try lots of things to find work that aligns with your skills, passion, and vision for your life.

I feel incredibly lucky to say that my work aligns with my vision for life and each day I am excited to find more and better ways to add value through my skills.

Values In Work & Development

Authentic Collaboration

I want to work with people who are honest about where they're at with me, themselves, and the work we do together.

I believe learning how to work together is as important as completing our objectives, and will help our work progress.

Patient Awareness & Adjustment

I believe creating valuable, high-quality work requires patience, adjustment, and awareness of elements that impact the work.

I understand life doesn’t offer a straightforward path to success, so I am patient with myself, others, and the results we seek.

Organization & Purposeful Planning

I believe having organized project plans and resources is the foundation for efficient, effective work.

I want to work with people who prioritize planning so I can understand the overall vision with a clear understanding of how my tasks support the project.