Daphne Thomas
katy,TX
Summary
Driven Independent Agent with2 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
13
13
years of professional experience
Work History
Independent Agent
Independent Management
01.2022 - Current
- Demonstrates comprehensive knowledge of insurance products and underwriting guidelines for client advisement
- Employs sophisticated sales strategies to surpass expectations in new policy acquisition and client upselling
- Guides clients in choosing optimal insurance plans in alignment with their financial capacities and requirements while maintaining current knowledge of industry trends and regulatory shifts.
- Maintained bookkeeping, databases and records.
- Interviewed prospective customers and recorded personal and financial data.
- Handled policy renewals.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Customer Service/Operations
Miami Dade Transit
11.2016 - 01.2023
- Provided exceptional customer service by promptly resolving issues and responding to inquiries, enhancing customer satisfaction
- Operated vehicles equipped with a Commercial Driver's License (CDL), adhering strictly to safety protocols and maintenance schedules
- Leveraged proficient communication skills and problem-solving abilities to ensure safe, timely transportation of goods, bolstering customer satisfaction.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered product and service questions, suggesting other offerings to attract potential customers.
Sentinel
50 State
02.2013 - 11.2016
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
- Strengthened communication skills through regular interactions with others.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Identified issues, analyzed information and provided solutions to problems.
Customer Service Rep
Publix Inc
03.2011 - 01.2016
- Accurately handled financial operations, thereby improving sales precision
- Oversaw inventory management and sustained optimal stock levels, facilitating efficient product organization and accessibility.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Handled customer inquiries and suggestions courteously and professionally.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Bachelor's Degree - Business Marketing
Phoenix University
03.2015
Graduate - Journalism
Miami Northwestern Sr High
Skills
- Professional Phone Demeanor
- Customer Service Experience
- Expertise in Sales
- Interviewing Proficiency
Accomplishments
- CDL CLASS B CERTIFICATION
- LIFE AND HEALTH LICENSE
- SKILLS
- Excellent Communication Skills
- Problem-Solving Ability
- Customer Service Experience
- Technical Proficiency
Timeline
Independent Agent
Independent Management
01.2022 - Current
Customer Service/Operations
Miami Dade Transit
11.2016 - 01.2023
Sentinel
50 State
02.2013 - 11.2016
Customer Service Rep
Publix Inc
03.2011 - 01.2016
Bachelor's Degree - Business Marketing
Phoenix University
Graduate - Journalism
Miami Northwestern Sr High