Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amanda Traylor

Ballston Spa

Summary

Dedicated and knowledgeable customer service professional with a proven ability to establish rapport with clients. Motivated team player committed to maintaining customer satisfaction and contributing to company success. Expertise in quality, speed, and process optimization. Articulate, energetic, and results-oriented with a genuine passion for developing relationships, cultivating partnerships, and driving business growth. Possess strong multitasking and time management abilities. Ultimate goal is to provide every customer with a positive and memorable experience.

Overview

20
20
years of professional experience

Work History

Amplify Advisor II

Amplify
04.2024 - Current

•Developed personalized quote structures for clients.

•Collaborated with partnership team to execute pilot program with Lincoln Financial.

•Supported colleagues in overcoming difficulties while providing swift responses to their questions to drive success.

•Fostered robust relationships with team members across all departments.

•Expanded product expertise to address client inquiries efficiently.

•Continually prepared to offer help when necessary.

Life Insurance Agent

Principled Life
10.2022 - Current
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Provided personalized service to clients by phone an email.
  • Obtained underwriting approval by completing application for coverage.
  • Negotiated terms of policy with clients to ensure maximum benefit for both parties.
  • Maintained records of client information, including policies and payment history.
  • Educated clients on various types of life insurance policies available in the market.
  • Prepared quotes for prospective customers based on their individual needs.
  • Reviewed existing contracts to make sure they are compliant with state regulations.
  • Participated in team meetings to discuss strategies for increasing sales performance.
  • Collaborated with other departments such as underwriting or claims processing teams.
  • Licensed in 45 states.

Homemaker

Self-employed
01.2016 - 10.2023
  • After selling our business , I stayed home to raise my son. While staying home , I worked on the side building and selling furniture for extra income.

Veterinary Assistant

Rood And Riddle Equine Hospital
09.2019 - 12.2019
  • Triaged incoming patients to determine treatment needs and urgency of care.
  • Answered owner animal health questions and advised on best care practices.
  • Positioned animals for diagnostic imaging such as x-rays and scans.
  • Recorded symptoms and documented medical observations to inform treatment decisions.
  • Cleaned and disinfected exam areas, surgical equipment and stalls to prevent diseases
  • Administered medications to animals in treatment and documented changes in condition.
  • Assisted senior staff with blood analyses and physical assessments.
  • Processed new patients and updated client records with key information using standardized registration systems and encrypted databases.

Stable Owner

Traylor Stables
03.2013 - 01.2016
  • Owned and operated large boarding facility
  • Cared for 20-30 horses
  • Did everything from cleaning stalls , handling horses , ordering all essentials to run the farm and a successful business , hiring workers and over-seeing all tasks were completed at an exceptional level
  • We also worked with a well known non- profit business to take in retired racehorses and retrain them to find homes
  • As well as put on and ran several events at our facility.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.

Advanced Teller

Adirondack Trust Company
01.2008 - 09.2013
  • Excelled in excellent customer service as well as knowledge of the banking industry
  • Assisted customers with several different kinds of transactions
  • While employed by the Adirondack Trust Company
  • I took and completed several banking classes to further my knowledge .
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Investigated and promptly resolved issues with patron accounts.
  • Mentored newly hired team members on appropriate responses to patron questions.

Shift supervisor

Stewart's Shops
01.2005 - 01.2008
  • Gained experience in strong customer service as well as a strong physical work ethic
  • Was a part of a fast paced environment , performing all duties to run a successful and profitable shop
  • Duties included customer interactions , stocking shelves, cleaning , preparing food and other goods , making sure we had a clean and functional shop and handling of money and bank transactions
  • I also executed Ideas for new marketing strategies for particular products sold exclusively by Stewart’s shops.
  • Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
  • Responded to and resolved customer questions and concerns.

Education

Fine Arts

Hudson Valley Community College
Troy, NY

High School Diploma - Fine Arts - graphic design

Shenendehowa High School
Clifton Park, NY
06-2007

Skills

  • Verbal and Written Communication
  • Problem Solving
  • Work Planning
  • Critical Thinking
  • Decision Making
  • Customer Service
  • Work Prioritization
  • Building Relationships
  • Client Education
  • Insurance Sales Strategy
  • Courteous with Strong Service Mindset
  • Issue and Complaint Resolution
  • Efficient and Detail-Oriented
  • Calm and Professional Under Pressure
  • Multitasking and Prioritization

Timeline

Amplify Advisor II

Amplify
04.2024 - Current

Life Insurance Agent

Principled Life
10.2022 - Current

Veterinary Assistant

Rood And Riddle Equine Hospital
09.2019 - 12.2019

Homemaker

Self-employed
01.2016 - 10.2023

Stable Owner

Traylor Stables
03.2013 - 01.2016

Advanced Teller

Adirondack Trust Company
01.2008 - 09.2013

Shift supervisor

Stewart's Shops
01.2005 - 01.2008

Fine Arts

Hudson Valley Community College

High School Diploma - Fine Arts - graphic design

Shenendehowa High School
Amanda Traylor