Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Latasha M Minnifield

Chicago,IL

Summary

Excellent communicator and dependable team player with strong understanding of the financial industry, with background in sales and understanding of how to build client loyalty. Demonstrated leverage network of customer contacts to increase understanding of customer needs and promote business-growth strategies.


Overview

20
20
years of professional experience

Work History

Financial Representative

Western & Southern Financial Group
01.2022 - Current
  • Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
  • Sold life Insurance products and retirement plans
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Met with customers to assess needs, financial status and eligibility.

Licensed Insurance Agent

Teleperformance USA
10.2020 - 12.2021
  • Sold Medicare Advantage and Medigap Plans for Seniors
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Remain compliant with product sells based on government guidelines.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Licensed Insurance Agent

GEICO
01.2019 - 09.2020
  • Auto Insurance and Personal lines Insurance Sales
  • Calculated quotes and educated potential clients on insurance options.
  • Promoted products and services using upselling and other sales strategies.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Obtained underwriting approval by completing application for coverage.

Benefits Consultant

Randstad, AON HEWITT
09.2016 - 12.2018
  • Advised clients on industry and demographic standards for benefits packages to maintain competitive offerings and maximize employee retention.
  • Recommended plans based on needs analysis
  • Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
  • Designed benefits packages for large group clients of over 100 employees by establishing organization's needs, identifying budgetary limitations and proposing innovative methods to cut costs.

Account Executive

Accuquote
03.2014 - 08.2016
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Executed successful sales strategies to convert leads into customers.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Troubleshoot and Audit Associate accounts through Quality Review

Insurance Agent

Go Health, LLC
01.2012 - 02.2014
  • Sold various products in Health & Dental Coverage
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

Financial Representative

Monumental Life Company
04.2007 - 12.2010
  • Client Face to face Life & Health Insurance Sales
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Met with customers to assess needs, financial status and eligibility.
  • Reviewed community and industry markets to increase number of clients and expand overall market share.

Supervisor of Debt Collections

Harris and Harris
09.2003 - 03.2007
  • Interviewed prospective employees
  • Trained new employees
  • Managed over 30 employees
  • Arranged payment plans to avoid further litigations.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Analyzed customer financial records to determine appropriate payment plan.
  • Resolved customer disputes and disagreements through professional, calm communication to find mutually beneficial solutions.

Education

Bachelor of Arts - Organizational Management

Concordia University Chicago
River Forest, IL
05.2023

National Society of Leadership and Success Certificate -

Concordia University Chicago
River Forest, IL
05.2023

Skills

  • PERSONAL SKILLS:
  • Team Building & Leadership Skills
  • Interpersonal Skills
  • Organizational Leadership & Development
  • Productivity Standards
  • Annual Reviews
  • Team Training
  • Client Needs Analysis
  • Customer Service and Assistance
  • Client Account Management
  • Medicare Compliance
  • Administrative Support
  • Oral and Writing Communication
  • Policy Adjustment Knowledge
  • BASIC COMPUTER SKILLS:
  • Microsoft Word, Power Point, Excel (Spread Sheets), Outlook

Additional Information

  • Professional License: , Illinois Resident Producer License 2007-Active Life, Health, Property & Casualty

Timeline

Financial Representative

Western & Southern Financial Group
01.2022 - Current

Licensed Insurance Agent

Teleperformance USA
10.2020 - 12.2021

Licensed Insurance Agent

GEICO
01.2019 - 09.2020

Benefits Consultant

Randstad, AON HEWITT
09.2016 - 12.2018

Account Executive

Accuquote
03.2014 - 08.2016

Insurance Agent

Go Health, LLC
01.2012 - 02.2014

Financial Representative

Monumental Life Company
04.2007 - 12.2010

Supervisor of Debt Collections

Harris and Harris
09.2003 - 03.2007

Bachelor of Arts - Organizational Management

Concordia University Chicago

National Society of Leadership and Success Certificate -

Concordia University Chicago
Latasha M Minnifield