Deborah Tatum
Oglesby,Texas
Summary
Dynamic Licensed Insurance Account Manager with a proven track record, excelling in account analysis and customer service. Expert in quote development and policy management, I foster strong client relationships, enhancing satisfaction and retention. Recognized for implementing effective sales strategies, resulting in increased revenue and improved client outcomes.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Insurance Account Manager
Texas First Agency - Rollo Insurance
03.2024 - 02.2025
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Calculated quotes and educated potential clients on insurance options.
- Upsold additional products and services after identifying customer needs and requirements.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Reported policy changes and company conditions affecting customer satisfaction.
- Enhanced client satisfaction by addressing and resolving complex insurance inquiries and concerns promptly.
- Developed strong relationships with underwriters to negotiate favorable terms for policies, resulting in better coverage options for clients.
- Developed customized presentations highlighting the benefits of insurance products tailored to individual client needs, resulting in increased sales conversions.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Licensed Insurance Sales Agent
Rhudy Insurance Agency
03.2020 - 03.2024
- Collaborated closely with claims department resolving disputes between insurance providers resulting in satisfactory outcomes for clients.
- Streamlined policy renewal processes for improved efficiency and client retention rates.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
- Implemented new sales strategies for expanding the customer base and maximizing revenue.
- Built long-lasting relationships with clients through excellent communication and attentive service.
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
Office Manager
Bealka Eye Surgery If Texas
10.2014 - 10.2019
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
- Implemented comprehensive training program for new hires, improving their integration into team and productivity.
- Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
Program Director - Case Manager
DSSW- Disability Services of the Southwest
01.2010 - 10.2014
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Recruited and trained staff and volunteers to upgrade collective team skills.
- Mentored team members for professional development, resulting in increased productivity and job satisfaction.
- Provided ongoing direction and leadership for program operations.
- Delivered outstanding program results by setting clear objectives and proactively addressing potential challenges.
- Coordinated budgeting, scheduling and resource allocation to facilitate smooth flow of operations.
- Managed cross-functional teams to deliver exceptional program outcomes within budget and time constraints.
- Oversaw staff schedules and assignments to handle programming demands.
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Monitored program performance and outcomes for successful delivery of services.
- Monitored and processed Adaptive Aide and Minor home modification procedures and Client needs
Education
GED -
LaVega High
Bellmead, TXSkills
- Account analysis
- Quote development
- Policy management
- Financial planning
- Premium payments
- Policy delivery
- Teamwork and collaboration
- Customer service
- Attention to detail
- Multitasking
- Reliability
- Quotes and sales
- Critical thinking
- Property and casualty insurance
Certification
- Property and Causality License - 4 years
Languages
English
Timeline
Licensed Insurance Account Manager
Texas First Agency - Rollo Insurance
03.2024 - 02.2025
Licensed Insurance Sales Agent
Rhudy Insurance Agency
03.2020 - 03.2024
Office Manager
Bealka Eye Surgery If Texas
10.2014 - 10.2019
Program Director - Case Manager
DSSW- Disability Services of the Southwest
01.2010 - 10.2014
GED -
LaVega High
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