Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Daisha Fenner

Spring

Summary

Licensed Texas Life, Accident & Health insurance professional with experience supporting quoting operations, policy documentation, client communication, and compliance within high-volume brokerage environments. Skilled in investigation, CRM systems, and resolving complex client concerns while maintaining accuracy and service deadlines.

Consulting professional with strong track record in delivering impactful business solutions. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Proposal Consultant

BenefitMall
Houston, TX
06.2022 - Current
  • Manage high-volume quoting requests while meeting strict service level agreements
  • Analyze coverage needs and coordinate with carriers to determine plan options
  • Audit proposals for accuracy and compliance prior to delivery
  • Enter policy data across multiple systems to generate insurance proposals
  • Track quote metrics and maintain production reporting
  • Resolve discrepancies and maintain organized documentation

Customer Service Agent

TurboTax
Houston, TX
01.2021 - Current
  • Assisted customers with product navigation and account concerns while documenting interactions
  • Seasonal

Security Professional

Allied Universal
Houston, TX
08.2019 - 06.2022
  • Monitored security systems and maintained detailed incident logs
  • Investigated access issues and resolved clearance discrepancies
  • Conducted audits and ensured documentation accuracy
  • Managed sensitive situations with professionalism and problem-solving

Sales Associate

Designer Shoe Warehouse
San Antonio, TX
01.2017 - 07.2017
  • Delivered customer service, processed transactions, and resolved purchase concerns

Education

University of Texas at San Antonio

Skills

  • Claims intake & documentation review
  • Policy quoting & coverage interpretation
  • Investigation & problem resolution
  • CRM systems (Salesforce, Zendesk)
  • Compliance & confidentiality
  • Client communication & de-escalation
  • Data accuracy & reporting
  • Time management & SLA adherence
  • Problem-solving
  • Attention to detail
  • Team leadership & development
  • Client relationships
  • Integrity and honesty
  • MS office
  • Analytical thinking

Websites

Certification

Texas Life, Accident & Health Insurance License — March 2022

Timeline

Proposal Consultant

BenefitMall
06.2022 - Current

Customer Service Agent

TurboTax
01.2021 - Current

Security Professional

Allied Universal
08.2019 - 06.2022

Sales Associate

Designer Shoe Warehouse
01.2017 - 07.2017

University of Texas at San Antonio
Daisha Fenner