Summary
Overview
Work History
Education
Skills
Property & Casualty Licenses
Languages
Timeline
SoftwareEngineer
Amy Taylor

Amy Taylor

Las Vegas,NV

Summary

Accomplished Sales Professional with extensive experience in the Insurance, Business Management & Real Estate arenas. Passionate expert and valuable business consultant with talents in sales, client relations & retention as well as industry dynamics. Coordinating with clients, external and internal business partners to accomplish sales goals while maintaining strong professional relationships.

Overview

29
29
years of professional experience

Work History

Insurance Producer - Hospitality Risk Specialist

Tagrisk
10.2022 - 05.2023
  • Reviewed contracts and agreements to identify potential risks and ideal mitigation strategies.
  • Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
  • Provided coverage option information to assist clients in protecting assets.
  • Promoted products and services using upselling and other sales strategies.
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Negotiated contracts with clients to establish best coverage with lowest cost.

Director of Operations

Red Mountain Properties LLC/Ocean Properties LLC
09.2020 - 04.2021
  • Managed daily running of the businesses
  • Monitoring owner's email account and responding to any issues where appropriate and alerting owner to any urgent issues that would need his attention
  • Approved business expenses (construction, maintenance of properties, also personal) for payment and code/reconcile multiple credit cards to have appropriate entity pay
  • Managed calendars, appointments, preparation for meetings as well as any necessary follow up
  • Handled recruiting, insurance, license renewals, tax obligations for short term rentals, identifying new vendor partners as well as personal matters on behalf of owner
  • Oversaw day-to-day production activities in accordance with business objectives.
  • Managed the properties held in Ocean Properties the real estate portfolio with the short- & long-term rentals from tenant issues, lease renewals, walk throughs, managing the calendars for the Airbnb/VRBO from check in to check out, follow ups and reviews
  • Managed the properties held in Red Mountain that would acquire/flip the properties
  • In addition to daily review for properties that would meet our criteria for potential profit, I handled the offer process from the intent to write phone call to agent, initial offer, response(s) to counters, inspections, request for repairs and maintaining timelines to the close of escrow

Director of Operations/Executive Assistant

Keller Williams Southern Nevada – The Parrill Group
05.2019 - 12.2019
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Field agent questions and review RPAs, Counters, etc
  • Clients Services Liaison working closely with The Parrill Group's real estate clients and external business partners such as lenders and escrow and title
  • Transaction Coordinator to ensure that escrow was moving forward with all necessary paperwork, managing contingencies/timelines for smooth close of escrow.
  • Screened calls and emails and responded accordingly to support executive correspondence.

Buyer's Agent

Amalfi Estates
10.2016 - 05.2017
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Negotiated, facilitated, and managed real estate transactions.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Communicated with clients to understand property needs and preferences.
  • Advised clients on market conditions and property value for informed decision-making.
  • Presented purchase offers to sellers for consideration.
  • Conducted comprehensive market analysis to identify opportunities for investors.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.

Buyer's Agent

Redfin Corporation
01.2015 - 09.2016
  • Successfully closed 21 transactions in the South Bay territory
  • Received 5-star reviews from each closed buyer survey
  • Effectively managed large volume of leads via consistent contact/communication,proactive follow- up, extensive touring to convert leads into clients
  • Able to maintain and foster client relationships to obtain repeat buyers and solid referralsource
  • Proactively managed the escrow process by engaging lenders and listing agents to maintaintimeframes and keeping clients informed of any potential delays/issues/status updates
  • Professionally presented cohesive offer proposals to listing agents
  • Utilized Redfin Associate Agents effectively to support high-volume prospect/client base

Buyer's Associate Agent

Redfin Corporation
01.2014 - 01.2015
  • Scheduled/conducted tours in the South Bay territory with variety of prospects
  • Completed detailed AVIDs with accompanying support photos
  • Provided tour insights for each property toured which are posted to Redfin's website to describe unique aspects of the property
  • Attended varied inspections from home to any specialized follow up inspections and provided Buyer's Agent with detailed synopsis of findings
  • Conducted final walk throughs prior to recording/key exchange

Lead Bookkeeper

Business Management, Gelfand, Rennert & Feldman, LLC
06.2009 - 07.2012
  • Managed bank balances, moving funds as needed to personal accounts from businessentities, anticipated spending patterns, monitored trends to keep client on monthly budgettargets
  • Ran cash flows reports, weekly/monthly expenses and reviewed with clients
  • Handled cash receipts, cash disbursements and cut checks for all personal and businessexpenses
  • Coded all credit cards, personal checks and internal payments as to track expensesaccurately and identify business deductions/expenses accordingly
  • Assisted in training new associates on Datafaction accounting software, coding andreporting
  • Handled new client set up updating all vendors, employers, payroll companies, bankingand credit cards to reflect GRF as primary contact in addition to new bank account set up
  • Assisted clients on daily basis with any service needs from travel, insurance, domestichelp, auto and home.

Consultant

Blaine and Associates
06.2008 - 01.2009
  • Reviewed daily resume submissions for open positions that we represented to identifyqualified candidates
  • Interviewed identified candidates and presented resumes to our client base if determinedtheir skill sets matched the job qualifications
  • Contacted references, tested levels of aptitude on various software and run backgroundchecks as necessary
  • Schedule interview for candidates with client and follow up with both parties forfeedback and/or determine the need for additional information
  • Confirmed all details, when an offer was presented, with both parties and negotiated asnecessary
  • Responsible for multiple, successful placements in a variety industries such as businessmanagement, entertainment, public relations and advertising.

Freelancer

Academic Sabbatical
01.2006 - 04.2008

Account Manager

Aetna
01.1998 - 04.2005
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Educated clients on new products or services to increase customer engagement with brand.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Coordinated with internal teams to facilitate prompt delivery of client projects.
  • Monitored and analyzed customer feedback to identify opportunities for improvement.
  • Developed and implemented strategies to increase client retention.
  • Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Maintained current knowledge of evolving changes in marketplace.
  • Met existing customers to review current services and expand sales opportunities.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Account Manager

Oxford Health Plans
06.1994 - 08.1998
  • Developed individual business plans to ensure retention of existing customers and identified opportunities to cross sell additional Aetna products and programs
  • Identified at risk accounts and collaborated with internal management to execute strategies to minimize loss
  • Developed rating alternatives and benefits plan options with Underwriting to ensure the renewal package supported Aetna, consultant and client goals
  • Created enrollment strategies to maximize employee enrollment in clients' benefit programs
  • Collaborated with Aetna's Customer Service Organization to ensure clients' plan designs were implemented correctly and member enrollment was accurate and completed
  • Worked in tandem with Aetna sales representatives to successfully deliver new business presentations and to ensure seamless account transitions
  • Educated customers on specific policies, product information and procedures as well as industry issues
  • Successfully achieved account retention quotas.

Education

Bachelor of Arts - Liberal Arts

Southern Connecticut State University
New Haven, CT

Skills

  • Customer Experience
  • Strategic Initiatives
  • Customer Consulting
  • Business Growth Strategy
  • Conflict Resolution Skills
  • Business Development Planning
  • Internal and External Communications
  • Contract Negotiation
  • Performance Goals
  • Problem-Solving Aptitude
  • Relationship Cultivation
  • Client Correspondence
  • Account Servicing
  • Opportunity Identification

Property & Casualty Licenses


NV License No: 3856274

CA License No: 0C48262

Languages

Italian

Timeline

Insurance Producer - Hospitality Risk Specialist

Tagrisk
10.2022 - 05.2023

Director of Operations

Red Mountain Properties LLC/Ocean Properties LLC
09.2020 - 04.2021

Director of Operations/Executive Assistant

Keller Williams Southern Nevada – The Parrill Group
05.2019 - 12.2019

Buyer's Agent

Amalfi Estates
10.2016 - 05.2017

Buyer's Agent

Redfin Corporation
01.2015 - 09.2016

Buyer's Associate Agent

Redfin Corporation
01.2014 - 01.2015

Lead Bookkeeper

Business Management, Gelfand, Rennert & Feldman, LLC
06.2009 - 07.2012

Consultant

Blaine and Associates
06.2008 - 01.2009

Freelancer

Academic Sabbatical
01.2006 - 04.2008

Account Manager

Aetna
01.1998 - 04.2005

Account Manager

Oxford Health Plans
06.1994 - 08.1998

Bachelor of Arts - Liberal Arts

Southern Connecticut State University

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Amy Taylor