Accomplished Independent Insurance Agent and former Department Manager at the IRS, I excel in delivering exceptional customer service and leveraging industry regulations knowledge. With a goal-oriented mindset and proven team leadership, I've significantly enhanced client satisfaction and department efficiency. Expert in insurance products, including health and life insurance, I drive results through strategic planning and a customer-first approach.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Self-employeed
10.2023 - Current
Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
Leveraged networking events to establish connections with potential clients, increasing referral business opportunities.
Maintained up-to-date knowledge of industry trends and regulatory changes, enabling prompt adaptation to new market conditions.
Department Manager
Internal Revenue Service, IRS
02.1987 - 09.2022
Collaborated with other departments to ensure seamless coordination in achieving company-wide objectives.
Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
Established clear performance expectations for staff members which led to increased accountability.
Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
Implemented cross-training initiatives for employees, increasing overall departmental knowledge and versatility.
Enhanced department efficiency by streamlining processes and implementing time-saving strategies.
Optimized scheduling practices to ensure adequate staffing during peak business hours without sacrificing employee satisfaction or budgetary constraints.
Led a team of professionals to consistently achieve or exceed performance targets.
Managed projects efficiently from inception to completion ensuring timely delivery within budget constraints.
Provided ongoing staff development opportunities through training programs, workshops, and regular feedback sessions.
Assisted in talent acquisition efforts, hiring top candidates to strengthen the department''s capabilities.
Advised upper management on key decisions based on thorough analysis of sales trends, market conditions, and competitor activities.
Implemented quality control measures that resulted in improved products or services within the department offerings.
Increased customer satisfaction with proactive issue resolution strategies.
Facilitated team meetings to ensure alignment with organizational goals and to foster open communication.
Coordinated training programs for new employees, significantly reducing learning curve and enhancing productivity.
Championed customer-first approach, significantly enhancing customer experience and loyalty.
Education
No Degree - Speech Pathology
Saint Louis University
St. Louis, MO
Skills
Goal-oriented mindset
Industry regulations
Insurance products
Customer service
Licensed insurance agent
Customer follow-up
Health insurance
Life insurance
Call center customer service
Team leadership
Certification
Medicare Certification – Various Providers.
Licensed Insurance Agent/Broker TN,MS Department of Insurance.
America's Health Insurance Plans(AHIP).
Life and Health Insurance License - TN,MS Department of Insurance.