Hi👋I'm Marshall

Values In Work & Development

Open, Authentic Collaboration

Everyone has a different way of going about their goals, objectives and other priorities. I understand that learning how to work together is just as much of the process as completing objectives for a desired result.

Although recognizing when another someone else is being authentic is more difficult, i value when i feel like someone is being authentic to me and themselves. I value when someone is honest about where they're at with me, themselves, and the work we do together.

Patient Awareness & Adjustment

Valuable, high-quality work takes time. I am patient with the work, with myself, with others, and with results. I understand that life does not provide a yellow brick road to desired outcomes, whether working toward personal or professional objectives, our conditioned patterns of thinking and acting are a part of the equation.

When it comes to work or personal development, I believe it's important to be patient and aware of elements that impact the work, and patient through adjustments that might be needed.

Consistent Dedication

I believe the most important element of growth is simply showing up, day after day with intentional actions (easier said than done).

Alongside the success, failure, and unforeseen circumstances, I believe the best thing one can do, is to show up. (Preferably with a plan that helps you optimize your growth, but showing up and failing is better than not showing up at all)

Systemic Organization

When projects, systems, and priorities are organized, it creates a starting point and a foundation for all future work. I value organization in work and development because it allows me to easily find and update resources, goals, and other objectives.

Purposeful Planning

I believe having a plan for development is like miracle grow to a seed! Having a plan in place to reach a specific goal or objective, provides a pathway with an idea of resources you'll need along the way. In my perspective, a plan is like a compass that points toward a desired outcome, there most likely are many pathways to get there, but a plan gives you the general direction, so at least you're heading in the right direction!

Growth Mindset

I believe we are expansive beings and have the capability to grow and expand our knowledge, skills, perspectives, ideas, relationships, health and every other area of life. I believe that all systems, products and services can be improved, either in the overall value they provide to solve a problem, or in the experience created by them.

Characteristics & Skills

  • Cooperative

  • Confident

  • Organization

  • Planning

  • Scheduling appointments

  • Consistent

  • 1-1's

  • Team Training

  • Need's analysis

  • Follow-up

  • Accountable

  • Patient

  • Kind

  • Listening

  • Thoughtful

  • Avid Learner

  • Self Motivated

  • Creative

  • Disciplined

  • Dedicated

  • ChatGPT

  • Comparison Research

  • GoHighlevel

  • Systeme.io

  • Trello

  • Google Drive

  • Google Meet

  • Website/funnel design

  • Content creation

  • Canva

  • results oriented, process driven

My Experience

Most recent to oldest

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 became an independent insurance agent because I wanted to build better relationships with the people I helped, I wanted to have more control over my time, and was looking forward to the residual income that came from building my book of business, vs a small one time commission from Gohealth.

As an independent agent I helped individuals and families with the health insurance marketplace, Medicare advantage plans, and supplement plans. My goal was to make sure the people I scheduled an appointment with understood their best options and how to take advantage of their benefits.

I left insurance because I didn't like that i could only help people according to their qualifications, in many cases people were only getting insurance because they had to. I would get worried and frustrated about people's situations because there was only so much i could do to help them, and although my clients were grateful for my support in finding and enrolling in a plan, I knew I wanted to do something else pretty early on.

July 2019 to January 2024 Gohealth & Compass

Insurance Agent

From July 2019 to March 2021 I worked at a call center (GoHealth) helping individuals understand and enroll in Medicare advantage, prescription drug, and supplement (medigap) plans. Depending on the day, I helped 2-6 people enroll in a plan with 5-20 calls.

I managed and navigated client notes, special enrollment period qualifications, carrier specific platforms, trainings, certifications, and plan information. With each person I talked with I did a qualification, needs, and plan comparison analysis in order to provide the best support.

My last year with GoHealth I was assigned a sales team to review submitted plans and confirm there weren't any issues. I was responsible for setting up weekly meetings with the sales team leader and sales reps to review any issues, and make sure plans were being submitted correctly.

December 2016 - July 2019

Day Program Coordinator - Rise Inc

I started with Rise Inc. as a direct support professional in a group home, and I loved it! It was nothing like i'd ever done before, I helped individuals with developmental disabilities complete activities of daily life and participate in other activities for their enjoyment.

In 2017 I moved to the Day program coordinator position, where I was responsible for 5-7 staff and 12-18 clients. I was responsible for planning and managing program activities, resources and budget oversight. I was responsible for reviewing daily client reports from staff, as well as creating weekly and monthly reports on client progression. I conducted interviews, yearly client goal assessments, staff corrections and monthly training.

I LOVED being a part of the Day program! Most of the people i worked with were considered low-functioning, non-verbal individuals, meaning it was critical that I paid close attention to non-verbal cues to understand their needs and wants. I will forever cherish the memories created and the lessons I learned as the day program coordinator.

I chose to leave the day program because I was about to get married and wanted to make more money for my family. It was difficult to leave, but was something that was important for the next stage of my life.

Cutco, Summer Sales, Jimmy Johns, Mowing Lawns, Lemonade Stands

Other Work Experience

I don't know about you, but I love trying new things!

When it comes to work, I've always made an effort to try things and keep my eyes open for opportunity.

The first dollar I ever made was from selling lemonade with my cousin, of course we got the supplies from our parents, but it was the start! We set up shop on the sidewalk in front of his house, in hopes that we'd make at least $2 each. We ended up getting $4 each, and I still remember how excited we were. It was incredible getting a Jones soda for the first time with MY OWN money!

We set up few more lemonade stands after that, sometimes adding extra elements like otter pops, kool-aid, and sometimes even our toys! When we felt too old for the lemonade stand, we started mowing lawns for our loved one's and neighbors. That was fun because we made more money, and people were more grateful for our work!

Since then I've worked at Jimmy johns (my first "real" job), Hoyt Archery where I helped build bow accessories, sold Cutco knives, and sold pest control for a few months. Throughout all of my work experience so far, i've realized a few things about myself;

I want to feel good about the outcome of my work, and the work that gets me to the outcome.

I've been in a variety of work environments, but there are two messages that stuck out the most, i'm sure you know them.

One message said "you should do what you love, and then you'll never work a day in your life".

In contrast, the other message said "It doesn't matter what you do, as long as the outcome provides what you want",

which I interpret as saying: "Even if you don't like what you do, if you like the outcome, if you like the life it provides you, it's worth it."

I resonate with the first message the most; Our lives do not start when we get an outcome we've been working toward, our lives start when we wake up in the morning, our lives are in every passing moment, and I believe our days should be filled with work that we love, or work that we are at least passionate about.

To create anything of great value in life takes time and hard work, sometimes that work includes shitty tasks that are annoying, but an essential part of the process. I believe that is true in personal and work development. I focus my efforts on work that provides value to me, others and provides a life that I enjoy living, or at least one in which i'm happy developing.

Marshall Curtis

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