Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Christopher Mayberry

Aurora,MO

Summary

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Manager

Truman & Associates, Inc.
Springfield, Missouri
12.2023 - Current
  • Coached, mentored and trained team members in order to improve their job performance.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.
  • Resolved conflicts between employees by providing guidance on company policies and procedures.
  • Provided leadership during times of organizational change or crisis situations.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
  • Monitored staff performance and addressed issues.

Insurance Agent

Truman & Associates, Inc
Springfield, Missouri
06.2022 - Current
  • Provided customers with information regarding plan features, pricing, and availability.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Scheduled meetings with prospective clients to discuss available products and services.

Tax Associate

Truman & Associates, Inc.
Springfield, Missouri
12.2020 - Current
  • Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
  • Assisted clients with the preparation of financial documents related to taxes.
  • Ensured compliance with applicable laws and regulations regarding taxation matters.
  • Advised clients on strategies for minimizing their tax liability within legal parameters.
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
  • Prepared tax return documents for clients.

Education

Bachelor of Science - General Business

Missouri State University
Springfield, MO
12-2023

Associate of Arts - Business

Ozarks Technical Community College
Springfield, MO
12-2021

Skills

  • Performance Management
  • Workforce Management
  • Business Administration
  • Operations Management
  • Product Knowledge
  • Complaint resolution
  • Inbound and Outbound Calling
  • Data Entry
  • Customer service-focused
  • Financial Services
  • Friendly
  • Regulatory Compliance
  • Documentation Review
  • Financial Advising
  • Relationship building and management
  • Team Player
  • Excellent time management
  • Client Relations

Certification

  • Life & Health Insurance License

References

Donald Truman - Partner at Truman & Associates, Inc. - 417-844-0410 - dtruman@trumanandassociates.com

John Truman - Partner at Truman & Associates, Inc. - 417-366-0012 - jtruman@trumanandassociates.com

Michael Truman - Partner at Truman & Associates, Inc. - 417-827-8251 - mtruman@trumanandassociates.com

Timeline

Manager

Truman & Associates, Inc.
12.2023 - Current

Insurance Agent

Truman & Associates, Inc
06.2022 - Current

Tax Associate

Truman & Associates, Inc.
12.2020 - Current

Bachelor of Science - General Business

Missouri State University

Associate of Arts - Business

Ozarks Technical Community College

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Christopher Mayberry