Dedra Phillips
Sweeny,TX
Summary
Dynamic professional with a proven track record at Sweeny ISD, excelling in project coordination and relationship building. Skilled in data entry and document management, I enhanced team productivity and streamlined workflows. Committed to delivering exceptional customer service, I consistently exceeded sales targets as an Insurance Agent, fostering trust and loyalty among clients.
Overview
2026
2026
years of professional experience
Work History
Prims Coordinator
Sweeny ISD
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
- Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
Insurance Agent
Hagan Risk Partners
02.2021 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
Education
Undergraduate - Dental Hygiene
Lamar University
Beaumont, TXUndergraduate - Basics
Brazosport College
Lake Jackson, TXSkills
- Multitasking and organization
- Customer service
- Data entry
- Decision-making
- Work Planning and Prioritization
- Relationship building
- MS office
- Project coordination
- Discretion and confidentiality
- Schedule coordination
- Document management
- Scheduling and calendar management
- Presenting ideas and plans
- Recordkeeping
- Process improvement
- Staff management
Timeline
Insurance Agent
Hagan Risk Partners
02.2021 - Current
Prims Coordinator
Sweeny ISD
Undergraduate - Dental Hygiene
Lamar University
Undergraduate - Basics
Brazosport College