Elisabeth Tran
Sarasota,FL
Summary
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Family First Life
06.2021 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Property Management Assistant
Sarasota Housing Authority
10.2016 - 06.2021
- Assisted property manager in conducting regular inspections to maintain property standards and address any issues proactively.
- Maintained positive relationships with tenants through clear communication and prompt responses to inquiries or concerns.
- Enhanced tenant satisfaction by promptly addressing maintenance requests and ensuring timely resolution.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
Education
Bachelor of Science - Business And Managerial Economics
DeVry University
Los Angeles, CA06-1997
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Professional networking
- Goal oriented approach
- Client Relations
Websites
Accomplishments
Top producers with National Life Group, won multiple carrier's trips.
Certification
- Life and Health Insurance License - Florida Department of Insurance.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Annuities Training Certificate- Various Providers.
- CPR/AED Certification
- OSHA Certified
- First Aid Certification
- Florida Driver's License
National Life Group Top Producer Award
Annual target premium has to exceed over $180,000 to achieve this Award and each producers get an all-inclusive paid trip with their spouse to a chosen destinations by NLG.
Languages
English
Native or Bilingual
Vietnamese
Native or Bilingual
French
Limited Working
Interests
- Swimming, Yoga
- Passionate about balancing physical health with mental and emotional wellness
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Adventure Travel, Backpacking and Hiking
- I enjoy cooking for friends and family gatherings
- Enjoy experimenting with different recipes and food trends
- Growing herbs, vegetables, or fruits in home gardens
Timeline
Licensed Insurance Agent
Family First Life
06.2021 - Current
Property Management Assistant
Sarasota Housing Authority
10.2016 - 06.2021
- Life and Health Insurance License - Florida Department of Insurance.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Annuities Training Certificate- Various Providers.
- CPR/AED Certification
- OSHA Certified
- First Aid Certification
- Florida Driver's License
Bachelor of Science - Business And Managerial Economics
DeVry University
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