Donna Tetherow
Quincy,WA
Summary
Dynamic Broker with a proven track record at Bricker Insurancy Agency, Inc., excelling in client relations and compliance requirements. Leveraged communication proficiency and portfolio management skills to enhance business growth and maintain high standards of customer service. Demonstrated exceptional ability to adapt to market changes, ensuring client trust and satisfaction.
Overview
43
43
years of professional experience
2
2
years of post-secondary education
Work History
Broker
Bricker Insurancy Agency, Inc.
01.1981 - 01.2024
- Established client trust through consistent communication.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Adapted quickly to changing market conditions, adjusting client strategies accordingly while maintaining open lines of communication throughout periods of uncertainty.
- Reinforced ethical trading practices, ensuring all brokerage activities complied with legal standards and best practices.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Education
- P&C, L&H License - Insurance
Insurance Training
Annapolis, MD 07.1981 - 07.1981
General Studies -
Prince George's Community College
Largo, MD 01.1980 - 01.1982
Skills
- Business growth
- Compliance requirements
- Workplace training
- Business relationship building
- Relationship management
- Documentation expertise
- Marketing strategies
- Documentation
- Portfolio management
- Trustworthiness
- Communication proficiency
- Decision-making
- Customer service
- Team collaboration
- Relationship building
- Client relations
- Service sales
- Know your customer
- Product and service sales
- Risk limit determination
- Sales closing
Timeline
- P&C, L&H License - Insurance
Insurance Training
07.1981 - 07.1981
Broker
Bricker Insurancy Agency, Inc.
01.1981 - 01.2024
General Studies -
Prince George's Community College
01.1980 - 01.1982
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